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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
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

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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

Paychex Launches New Accountant Portals

CAS June 4, 2025 

Paychex Launches New Accountant Portals

Accountants previously using Paychex’s AccountantHQ (AHQ) can now seamlessly access the broad range of functionality of Paychex Flex through an intuitive dashboard with simplified workflows.

Isaac M. O'Bannon

EY Launches Global Design, Sales, Marketing and CX Offering: EY Studio+

Technology June 3, 2025 

EY Launches Global Design, Sales, Marketing and CX Offering: EY Studio+

EY Studio+ will combine the organization’s full spectrum of services with the world’s leading talent in design, sales, marketing and customer experience.

Isaac M. O'Bannon

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Financial Planning June 3, 2025 

Long Term Care and Financial Planning: AI’s Role in Solving an Age-Old Challenge

LTC remains one of the few unsolved wildcard scenarios in retirement planning due to these highlighted challenges. Its unpredictable nature forces both advisors and clients to contend with significant uncertainty.

paycheck-Pixabay-Shutterbeg75-g61aae17fc_1280

Financial Reporting June 3, 2025 

Checks are Surging Again and Causing Cash Flow Challenges

A 2025 AFP survey found that 91% of U.S. businesses still use checks, up from 75% the year before.

Arax Investment Partners Acquires Schechter Investment Advisors, Increasing Midwestern Presence

Advisory June 2, 2025 

Arax Investment Partners Acquires Schechter Investment Advisors, Increasing Midwestern Presence

This deal marks the latest expansion of Arax’s platform, which continues to deepen its presence in high growth markets across the United States through strategic partnerships with leading wealth management advisory teams.

Isaac M. O'Bannon

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