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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
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.

Grant Thornton Releases First Digital Transformation Survey

Small Business June 24, 2025 

Grant Thornton Releases First Digital Transformation Survey

Grant Thornton’s Digital Transformation Survey draws on insights from more than 550 cross-functional senior executives across industries, focusing on tech alignment, investment priorities, return on investment (ROI) metrics and integration challenges.

Isaac M. O'Bannon

Quinn AI Financial Advisory Platform Raises $11 Million Seed Funding

Financial Reporting June 24, 2025 

Quinn AI Financial Advisory Platform Raises $11 Million Seed Funding

Quinn was founded by a team of technology veterans with over 15 years of experience in fintech and 20 years of experience in machine learning and complex data systems.

Isaac M. O'Bannon

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Small Business June 24, 2025 

How Businesses Can Stay on Top of Compliance Filing Obligations

Taking a proactive stance on filing deadlines and other requirements can help ensure your clients remain in good standing.

Nellie Akalp

Restaurants Increase Investments in AI, But Adoption Lags, Says Deloitte Survey

CAS June 23, 2025 

Restaurants Increase Investments in AI, But Adoption Lags, Says Deloitte Survey

With customer expectations evolving, some restaurant leaders are turning to artificial intelligence (AI) to create new opportunities for growth across their operations.

Isaac M. O'Bannon

E-Invoicing Could Unlock $616 Billion in Global Economic Gains

CAS June 23, 2025 

E-Invoicing Could Unlock $616 Billion in Global Economic Gains

A new study identifies a combined annual economic opportunity of $616 billion through productivity gains, faster payments, and reduced fraud, if businesses more effectively adopt e-invoicing practices.

Isaac M. O'Bannon

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