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Advisory

How Firm Principals Work Themselves Out of a Job

CAS July 22, 2026 

How Firm Principals Work Themselves Out of a Job

Giving yourself time to work on the business instead of in the business is essential.

Tom Wadelton

Featured Articles

July 22, 2026  

CLA Teams with Digits to Build Proprietary AI Model

July 21, 2026  

Registration Open for Ensuring Success 2026 – Free Online CPE and IRS CE Conference Dec. 9-10, 2026

July 21, 2026  

Rethinking the RMD: The Giving Strategy Hidden Inside Your Client’s IRA

July 16, 2026  

Specialty Tax Forum to Gather Russian-Speaking Professionals in Miami, Oct. 22-24

July 16, 2026  

Luxury Liabilities: Serving High-Net-Worth Clients
Arax Investment Partners Acquires Summit Wealth Strategies, Broadening Reach in Midwest

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.

Isaac M. O'Bannon

House for sale sign

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.

Nellie Akalp

Survey of SMBs Shows How They Choose and Evaluate Their Accounting Firm

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. 

Isaac M. O'Bannon

Becoming Your Clients’ Most Trusted Voice

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.

Amy Vetter

Empathy Is the New Job Security: 14 AI-Proof Careers

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. 

Isaac M. O'Bannon

 The Human Side of Advisory: Why Emotional Intelligence Is Your Firm’s Secret Advantage

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.

Amy Vetter

Merger_sign

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.

PwC to Acquire Tech Consulting Firm Kunai

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.  

Jason Bramwell

Alexion.AI Emerges to Empower the Accounting Profession

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.

Isaac M. O'Bannon

How Firms Are Using CAS to Build Better Work-Life Balance

Firm Management July 24, 2025 

How Firms Are Using CAS to Build Better Work-Life Balance

Firms highlighting CAS as a new era of accounting may just unlock the solution to the profession’s ongoing pipeline problem.

Expensify Card

Small Business July 24, 2025 

Expensify Expands Multicurrency Options

The launch includes support for corporate card import from 10,000+ more banks worldwide, multilingual capabilities, Euro-based billing, international reimbursements in New Expensify, and beta access to the Expensify Card.

Isaac M. O'Bannon

flags world

Accounting July 21, 2025 

European Union Makes Plans to Retaliate for Trump Tariffs

Before Trump’s letter, the EU had been hopeful it was edging toward an initial framework that would allow detailed discussions to continue on the basis of a universal rate of 10% on many of the bloc’s exports.

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