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Advisory

5 M&A Signals CPAs Should Be Watching for Their Clients in 2026

Advisory April 24, 2026 

5 M&A Signals CPAs Should Be Watching for Their Clients in 2026

The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.

Craig Hamm

Featured Articles

April 23, 2026  

Infinite Ties Launches the FanCAS-Kit Enabling Tax Firms to Transform Compliance Expertise into Predictable, Year-Round Growth

April 20, 2026  

Fraud Remains a Top Concern for Americans, New AARP Research Shows

April 17, 2026  

The Missing Link Between Advisory Marketing and Advisory Sales

April 17, 2026  

How Automating Client Compliance Can Free Up Billable Hours

April 17, 2026  

Building a Tax Practice Clients Rely on All Year
43% of Finance Teams Question Their Own Tariff Preparedness

CAS July 7, 2025 

43% of Finance Teams Question Their Own Tariff Preparedness

The insightsoftware study reveals that access to modern forecasting tools and real-time data creates a decisive advantage in navigating economic uncertainty.

Isaac M. O'Bannon

How to Help Small Business Clients Navigate Business Registrations

Small Business July 7, 2025 

How to Help Small Business Clients Navigate Business Registrations

Here are answers to common questions for your small business clients when it comes to business registration, fees, and licenses.

Gail Cole

Recap of the 2025 Accounting Thought Leader Think Tank Mashup – The Accounting Technology Lab Podcast – July 2025

Accounting Technology Lab Podcast July 3, 2025 

Recap of the 2025 Accounting Thought Leader Think Tank Mashup – The Accounting Technology Lab Podcast – July 2025

Brian Tankersley, CPA, and Randy Johnston, discuss the recently held CPA thought leader and think tank symposium, which included discussions of upcoming trends and technologies critical for accounting and tax professionals.

Brian Tankersley, Randy Johnston

How CFOs Are Rethinking Talent and Operations Strategies Now

Advisory July 1, 2025 

How CFOs Are Rethinking Talent and Operations Strategies Now

As more processes are automated using AI, the company has more data available for more precise forecasting and planning, which can help align cost control and strategic planning.

From Silos to Synergy: The Business Case for a Connected Enterprise

Advisory July 1, 2025 

From Silos to Synergy: The Business Case for a Connected Enterprise

In taking action today, organizations can better adapt to future technological advancements, make faster and more informed decisions, and maintain a competitive edge.

change-management11_11181237

Small Business June 30, 2025 

In Unpredictable Times, Focusing on Future Readiness Matters More Than Ever for CPA Firms

A strong brand helps keep your organization aligned and focused during periods of change. It unites your team members around a clear purpose, attracts clients who genuinely value what you offer and cultivates leaders who live your firm’s values.

Steve Saah

Sales Tax Hive Roundtable Launches to Help Bookkeepers and Accountants Tackle Sales Tax with Confidence

CAS June 30, 2025 

Sales Tax Hive Roundtable Launches to Help Bookkeepers and Accountants Tackle Sales Tax with Confidence

The Sales Tax Sisters and Roundtable Labs partner to launch a supportive, educational space for accounting professionals struggling with sales tax.

Isaac M. O'Bannon

BILL Launches Supplier Payments Plus for High Volume Payment Reconciliation

Accounting June 30, 2025 

BILL Launches Supplier Payments Plus for High Volume Payment Reconciliation

This new offering helps large suppliers quickly and efficiently process and reconcile high volumes of payments from thousands of SMBs with greater speed, accuracy and ease.

Isaac M. O'Bannon

Emburse and Sage Expand Partnership for Faster Closes and Spend Visibility

Financial Reporting June 25, 2025 

Emburse and Sage Expand Partnership for Faster Closes and Spend Visibility

With the new solution, Emburse Professional and Sage Intacct are seamlessly bridged through bi-directional data synchronization.

Isaac M. O'Bannon

Xero to Acquire Melio, a Leading U.S. SMB Bill Pay Solution

Accounting June 24, 2025 

Xero to Acquire Melio, a Leading U.S. SMB Bill Pay Solution

The acquisition is expected to be funded through a mix of cash and equity. The upfront consideration will be US$2.5 billion (A$3.9 billion) in cash and equity consideration.

Isaac M. O'Bannon

Growth chart trees1 1  59b20fadd2605

CAS June 24, 2025 

You Don’t Have to Chase the Sugar High of Private Equity: Why CLA Believes in Organic Growth and the Power of Partnership

Clients need a partner who understands their world, who’s in it for the long haul, and who can bring the full weight of a seamlessly integrated team to help them thrive. 

robots working on a automobile assembly line 1  5501d6a7390c3

Small Business June 24, 2025 

Layoffs from Trump Tariffs Ripple Across Auto Parts Industry

Trump’s shifting stances on trade and tariffs have upended the planning of many companies that provide parts and equipment to big automakers.

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