Technology June 9, 2026
TaxDome Launches Kiosk: The In-Person Client Experience, Now Digitally Integrated
TaxDome has announced the launch of TaxDome Kiosk, a modern practice management platform.
Advisory August 26, 2025
How Independent Financial Advisors Can Drive Smart, Sustainable Growth
By adequately laying the groundwork, independent practices can stimulate both organic and inorganic growth.
Technology August 22, 2025 Sponsored
The Future of Accounting: How Intuit’s AI Innovations Are Reshaping the Profession
Embracing these and other innovations will allow you to deliver higher-value services, solidify their position as trusted advisors, and ultimately, drive greater success for their clients in an increasingly data-driven world.
Advisory August 22, 2025
How to Help Clients who Provide Care for Mentally Ill Family Members
Caring for a mentally ill loved one involves a journey of discovery – it’s like you’re venturing into unexplored territory. And like all good explorers, you have to leave a map for those who will follow in your footsteps.
Advisory August 20, 2025
Arax Investment Partners Acquires Summit Wealth Strategies, Broadening Reach in Midwest
Summit will join Arax Advisory Partners, Arax’s platform uniting independent firms that prioritize sophisticated planning strategies alongside investment advice for high-net-worth families, individuals and institutions.
Small Business August 19, 2025
What Business Entity Type Should Real Estate Clients Use?
Sole Proprietorship or LLC? Partnership or Corporation? Understanding each type of entity is essential for helping your clients make the right decision for their business.
Advisory August 19, 2025
Survey of SMBs Shows How They Choose and Evaluate Their Accounting Firm
A new study surveyed U.S. businesses on how they find, select, and retain their accounting service providers.
Advisory August 18, 2025
Becoming Your Clients’ Most Trusted Voice
While technical skills might get clients in the door, it's the relationship that transforms them from occasional clients to loyal advocates.
Advisory August 15, 2025
Empathy Is the New Job Security: 14 AI-Proof Careers
Zety’s Empathetic Jobs Report identified 14 well-paying jobs safe from AI automation that blend purpose, emotional intelligence, and long-term job security.
Firm Management August 12, 2025
The Human Side of Advisory: Why Emotional Intelligence Is Your Firm’s Secret Advantage
When CPAs and firm leaders integrate emotional intelligence, active listening, and presence into their advisory process, the results reach far beyond improved margins or projections.
Advisory August 8, 2025
Emerging Company M&A: Pre-Sale Accounting Best Practices for Buyers and Sellers
Among many necessary tasks, founders looking to sell must ensure their books and records are properly maintained so the financial statements are able to withstand heightened due diligence.
Mergers and Acquisitions August 7, 2025
PwC to Acquire Tech Consulting Firm Kunai
The Big Four firm said Aug. 6 that it will acquire Kunai, a boutique software consulting firm that specializes in AI, cloud-first web, mobile, and infrastructure platforms for the financial services industry.
Advisory August 1, 2025
Alexion.AI Emerges to Empower the Accounting Profession
Alexion acts as connective tissue across firm systems: normalizing unstructured data, reconciling fragmented context, and building AI-powered memory infrastructure.