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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
back-2-school-shopping-600x1

Small Business July 17, 2025 

Back-to-School Season Gets Early Start

The early start is up from 55% last year and is the highest since NRF started tracking early shopping in 2018.

Isaac M. O'Bannon

 37% of Finance Leaders Have Already Paused Some Capital Spending, But Still Focused on AI

Small Business July 17, 2025 

37% of Finance Leaders Have Already Paused Some Capital Spending, But Still Focused on AI

Further, 67% of finance leaders are either currently cutting costs with more expected, have completed cuts or are planning to cut in the second half of the year.

Isaac M. O'Bannon

Why Now is the Right Time to Modernize Client Accounting Services

CAS July 15, 2025 

Why Now is the Right Time to Modernize Client Accounting Services

The tools are ready, the market is demanding, and the opportunities are vast. The question is no longer if your firm's client accounting services should adopt AI, but when—and the answer is NOW.

Why SMBs Are in Danger of Losing the Risk Management Battle

Small Business July 15, 2025 

Why SMBs Are in Danger of Losing the Risk Management Battle

Despite resource constraints, small and medium-sized businesses can take practical steps to improve their risk posture without breaking the bank.

 Business Owners Embrace AI and HR Involvement, but Strategic Gaps Persist

Advisory July 14, 2025 

Business Owners Embrace AI and HR Involvement, but Strategic Gaps Persist

As business leaders navigate rising costs, shifting employee expectations and economic uncertainty, many are turning to artificial intelligence (AI) and human resources (HR) as strategic levers for support.

Isaac M. O'Bannon

Building Newsletters People Actually Read (and Click)

Firm Management July 11, 2025 

Building Newsletters People Actually Read (and Click)

Let’s be honest, B2B email open rates could be better. Especially in the accounting profession, where inboxes are flooded with technical updates, IRS alerts, and industry jargon.

Becky Livingston

Audit Sight Launches Management Meeting Module for Transaction Advisory Teams to Accelerate Deal Cycles and Surface Key Insights

Accounting July 10, 2025 

Audit Sight Launches Management Meeting Module for Transaction Advisory Teams to Accelerate Deal Cycles and Surface Key Insights

Audit Sight, the AI technology platform transforming audit and transaction advisory services (TAS), has announced the release of its latest innovation: the Management Meeting Module.

Isaac M. O'Bannon

 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.

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