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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
Content-Marketing1

Advisory June 16, 2025 

Create Content That Hollers: Our Firm is #1

Your clients need content they value: tips and tricks to build a successful business (marketing hacks, entity selection tips, leadership best practices), insights on industry trends, and even the fun stuff (quizzes, lifestyle articles).

Kristy Short, Ed.D.

AICPA Seeks Comment on Proposed Criteria for Stablecoin Controls

Accounting Standards June 16, 2025 

AICPA Seeks Comment on Proposed Criteria for Stablecoin Controls

The American Institute of CPAs (AICPA) is reinforcing its role as a leading voice in the treatment of digital assets by providing a framework for controls over stablecoins.

Isaac M. O'Bannon

Virtual Cards: A Game Changer for B2B Payments 

Small Business June 16, 2025 

Virtual Cards: A Game Changer for B2B Payments 

Payments remain one of the most overlooked levers for improving control, efficiency, and financial outcomes. Yet today, it's one of the easiest to modernize thanks to virtual cards.

TaxPlanIQ Rolls Out New Tax Planning Features

Technology June 16, 2025 

TaxPlanIQ Rolls Out New Tax Planning Features

TaxPlanIQ, a provider of tax planning software for tax and accounting firms, has launched several new features designed to make tax planning more efficient and scalable.

Jason Bramwell

Accounting Thought Leaders Meet to Discuss Challenges Facing Profession

Accounting June 8, 2025 

Accounting Thought Leaders Meet to Discuss Challenges Facing Profession

Tax and accounting professionals, and the businesses they service, are currently facing intense changes in economic dynamics, trade, regulations, technology, state changes in credentialing, and staffing issues.

Isaac M. O'Bannon

ADP Adds New Resource Center to Give Accountants Strategic Advisory Tools

CAS June 6, 2025 

ADP Adds New Resource Center to Give Accountants Strategic Advisory Tools

Accountants can explore insights on workforce trends, tax and legislative updates, client advisory strategies, and firm management best practices.

Isaac M. O'Bannon

profit 1  58d3cecd0200b

Small Business June 5, 2025 

The Pulse of Profit: How Small Business Owners Can Keep Cash Flow Alive and Kicking

If you’ve felt the strain of covering payroll while waiting on a client payment, you already know: this isn’t a spreadsheet issue—it’s a survival skill.

AI For Accounting Firms: The Perfect Combo to Boost Client Content and Value

Advisory June 5, 2025 

AI For Accounting Firms: The Perfect Combo to Boost Client Content and Value

Whether you're running your own firm, building a personal brand, or just trying to keep clients engaged—consistent, unique content is one of your most valuable assets.

Kristy Short, Ed.D.

Audit Partners Concerned on Economic and Geopolitical Risks

Small Business June 5, 2025 

Audit Partners Concerned on Economic and Geopolitical Risks

As trusted experts with a front-row seat to corporate strategy and performance, audit partners provide a unique lens into how U.S. companies are navigating a period marked by economic uncertainty, geopolitical tension, and rapid technological change.

Isaac M. O'Bannon

Business Executives’ Optimism About U.S. Economy Sinks as Recession Fears Loom, AICPA and CIMA Survey Finds

Financial Reporting June 5, 2025 

Business Executives’ Optimism About U.S. Economy Sinks as Recession Fears Loom, AICPA and CIMA Survey Finds

The survey polls chief executive officers, chief financial officers, controllers and other CPAs in U.S. companies who hold executive and senior management accounting roles.

Isaac M. O'Bannon

Progress Software Launches New ShareFile Features for Automation and Client Experience

CAS June 5, 2025 

Progress Software Launches New ShareFile Features for Automation and Client Experience

With staffing shortages and client expectations on the rise, many accounting firms are struggling to keep pace, especially when administrative burdens reduce time for strategic advisory services.

Isaac M. O'Bannon

Aprio Acquires Advisory Firm Nextfed

Mergers and Acquisitions June 4, 2025 

Aprio Acquires Advisory Firm Nextfed

The Atlanta-based top 30 firm said June 4 it has acquired Nextfed, an Arlington, VA-based strategy consulting and M&A advisory firm with experience in the commercial aerospace, defense, and government services sectors.

Jason Bramwell

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