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.
Advisory October 29, 2025
Best Practices for Getting Client Buy-In and Building an Exceptional Experience
Whether you’re introducing a new advisory service, implementing technology, or changing how you deliver tax returns, getting client buy-in determines whether that change succeeds or stalls.
Financial Planning October 28, 2025
Life Insurance Planning Tips Every Family Should Consider
The two biggest financial needs parents and caregivers should consider before purchasing life insurance are income replacement and future education costs.
Financial Planning October 22, 2025
Ashton Thomas Private Wealth Opens New Office in San Francisco
Ashton Thomas Private Wealth, an Arax Investment Partners firm, has announced the opening of its new office in San Francisco, located at 580 California Street, Suite 2000.
Small Business October 21, 2025
Can Accounting Firms Act as a Client’s Registered Agent?
Although a CPA’s financial and compliance expertise makes the CPA the ideal candidate for this role, there are certain considerations to address before taking on this responsibility.
Financial Planning October 21, 2025
Should You Pay Off Your Mortgage Early?
Most mortgages don’t come with a prepayment penalty, so you can make extra payments or pay off the loan in full at any time without incurring a fee.
Advisory October 21, 2025
Largest Independent Florida CPA Firm Launches Investment Banking Affiliate
Mary Street Capital is an investment banking affiliate established to expand Kaufman Rossin's advisory capabilities and serve family- and founder-owned middle-market businesses.
Firm Management October 17, 2025
Shutdowns Are Inevitable: How CPAs Can Shield Clients from Revenue Disruption
Even a short interruption can slow contracting cycles, halt reimbursements and stall consumer spending in regions dependent on federal employment or funding.
Technology October 16, 2025
AI Adoption in Audit is On the Rise
A new report from audit, risk, and compliance software provider AuditBoard reveals that artificial intelligence adoption in audit functions is growing, up from 8% to 21% in just one year.
Technology October 30, 2025 Sponsored
Archived Webcast: DIGITAL MEETS PERSONAL: Why Your Firm Still Needs to Pair People with Tax Automation
Clients want a digital tax experience that’s fast and easy. But they want it with a human element. How can your firm thread that needle? By integrating solutions that automate and simplify the most time-consuming and dreaded parts of the tax process—intake, signatures, deadline reminders, etc.—while also promoting clear and easy communication with features like…
Technology October 16, 2025
Why Now’s the Time to Review Your WISP
An updated and tested Written Information Security Plan is no longer just a compliance checkbox; it is a core element of effective risk management and business resilience.
Risk Management October 15, 2025
Riveron Acquires Eden Data for Risk Advisory Solutions
Eden Data has nearly 60 professionals with deep expertise in GRC, technology, and cybersecurity. The company specializes in compliance frameworks, including SOC 2, ISO 27001, PCI, and many others.
Financial Planning October 15, 2025
Survey: CFOs Are Trimming Overhead, But Not Revenue Growth Expectations in 2026
CFOs are entering the 2026 budget cycle with a clear mandate to balance growth ambitions with disciplined cost management amid economic uncertainty.