Small Business November 5, 2026
Five Collections Habits Accountants Can Help Small-Business Clients Adopt
My father's business would have been easier to run with those habits in place. Most of your clients' businesses would be too.
Financial Planning February 17, 2026
Delap Wealth Advisor Rebrands to Aerodigm Wealth, With $1.5B in Managed Assets
With approximately $1.5 billion in assets under management as of December 31, 2025, Aerodigm provides wealth management services to ultra-high-net-worth individuals and families.
Firm Management February 16, 2026
How to Get Small Business Clients to Actually Use Their Financial Statements
Financial statements aren't the destination, they're the starting point for conversations that actually help clients build better businesses.
Firm Management February 16, 2026 Sponsored
Driving Your Firm’s Growth With Intuit Accountant Suite and Intuit Enterprise Suite
Intuit Accountant Suite is a step-up from QuickBooks Online Accountant, which will fully transition to Intuit Accountant Suite at the end of this year.
Risk Management February 13, 2026
Grant Thornton and ACFE Partner on Anti-Fraud Blueprint
The top 10 accounting firm and the Association of Certified Fraud Examiners have teamed up to help organizations build and strengthen their fraud risk management programs.
Technology February 11, 2026
Canopy to Bring Bookkeeping Into Its Practice Management Platform
Designed for accounting firms and CAS teams, Canopy Bookkeeping integrates with the company's practice management software, bringing real-time general ledger visibility directly into daily workflows.
Small Business February 10, 2026
6 Considerations for Factoring and Working Capital for Business Clients
Reframing the conversation around true costs, in addition to rate, can help clients to evaluate factoring as a tool. In many cases, the real expense is in the cost of not fixing cash flow.
Technology February 2, 2026
Fieldguide Raises $75M Series C Round to Boost Audit and Advisory Firms’ Agentic AI Capabilities
The financing brings Fieldguide’s total funding to $125 million and values the San Francisco-based company, which provides an agentic AI platform for audit and advisory, at $700 million.
Artificial Intelligence January 28, 2026
What Accountants Need to Know About Agentic AI
Agentic AI is already helping accountants add more value to their services and contribute to the decision-making process for clients.
Accounting January 22, 2026
TaxPlanIQ Founder Releases New Book, ‘The Balanced Millionaire: Advisor Edition’
This comprehensive guide from Dr. Jackie Meyer, CPA, is designed to help accountants, advisors, and firm leaders build seven-figure practices without burnout by aligning profitability, purpose, and personal well-being.
Advisory January 8, 2026
What Makes for a Bad Restaurant or Hospitality Experience
One of the most common reasons we have a bad experience is because of our expectations of what the restaurant can do.
Technology December 18, 2025
CPAClub Launches Guardian Pass for Quality Management Monitoring
CPAClub’s Guardian Pass is an annual subscription designed to help CPA firms plan, execute, and sustain the ongoing and periodic monitoring activities required under the AICPA’s System of Quality Management standards and the PCAOB’s QC 1000.
Financial Reporting December 16, 2025
Multi-Currency Accounting Doesn’t Have To Be So Hard
Creating clear, repeatable rules for multi-currency accounting will ensure less headache and more accuracy moving forward.