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Advisory

5 M&A Signals CPAs Should Be Watching for Their Clients in 2026

Advisory April 24, 2026 

5 M&A Signals CPAs Should Be Watching for Their Clients in 2026

The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.

Craig Hamm

Featured Articles

April 23, 2026  

Infinite Ties Launches the FanCAS-Kit Enabling Tax Firms to Transform Compliance Expertise into Predictable, Year-Round Growth

April 20, 2026  

Fraud Remains a Top Concern for Americans, New AARP Research Shows

April 17, 2026  

The Missing Link Between Advisory Marketing and Advisory Sales

April 17, 2026  

How Automating Client Compliance Can Free Up Billable Hours

April 17, 2026  

Building a Tax Practice Clients Rely on All Year
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Small Business February 6, 2025 

Essential 2025 Sales Tax Law Changes

The report covers sales tax changes specifically affecting the manufacturing, retail, and software industries. It also addresses beverage alcohol, communications, excise, lodging, and VAT changes.

Gail Cole

Intuit Connect Continues to Inspire with Learning on Firm of the Future Blog

CAS February 6, 2025  Sponsored

Intuit Connect Continues to Inspire with Learning on Firm of the Future Blog

The Firm of the Future blog recently featured a wrap-up of QuickBooks features to complement Main Stage presentations on the new Intuit Enterprise Suite and new features in QuickBooks Online.

Scott Cytron

economy1

Accounting February 6, 2025 

Businesses Face Persistent Risks and Growth Opportunities as Global Economy Undergoes Transformative Shift

A new study explores how businesses, executives and investors should rethink traditional approaches for navigating today’s global macroeconomic environment.

Isaac M. O'Bannon

CFOs Show Signs of Optimism in Latest Grant Thornton Survey

Small Business February 5, 2025 

CFOs Show Signs of Optimism in Latest Grant Thornton Survey

Respondents reported 13-quarter highs in their confidence in meeting growth projections (65%), increased demand (64%), cost control goals (62%) and labor needs (60%).

Isaac M. O'Bannon

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Small Business February 3, 2025 

Survey Shows Business Travel Bookings Remain Poorly Managed

A new business survey shows rising travel spend and broader card distribution within the mid-market, despite continued ineffectiveness of the tools being used to manage travel and expenses.

Isaac M. O'Bannon

AI & Outsourcing: A Winning Combination for Productivity

Accounting February 3, 2025 

AI & Outsourcing: A Winning Combination for Productivity

Implementing AI along with outsourcing can amplify the productivity benefits and other positives that each strategy offers individually.

Metrics_1_.5473af3a5ec6e

CAS February 3, 2025 

Know Your Numbers for Success: Critical KPIs to Track When Working with an Outsourced Accounting Team

You should be aware of, and monitor specific Key Performance Indicators (KPIs) to ensure seamless integration and effectiveness of your outsourcing team.

Gaynor Meilke

Archived Webcast: S Corporation Election Considerations for Corporations and LLCs

Accounting February 26, 2025  Sponsored

Archived Webcast: S Corporation Election Considerations for Corporations and LLCs

S Corporation elections are popular among Corporation and LLC owners due to various advantages. With the election deadline approaching in March, it is a great time to get refreshed on this popular election to help advise your clients.

Exploring CES 2025 – The Accounting Technology Lab Podcast – Jan. 2025

Accounting Technology Lab Podcast January 17, 2025 

Exploring CES 2025 – The Accounting Technology Lab Podcast – Jan. 2025

Randy Johnston and Brian Tankersley, CPA, explored CES 2025 in Las Vegas in January. In this podcast, they highlight some of the most interesting and useful technologies they saw on display.

Brian Tankersley, Randy Johnston

2025 Intuit QuickBooks Small Business Annual Report Offers Many Advisory Opportunities for Accountants

Advisory January 16, 2025  Sponsored

2025 Intuit QuickBooks Small Business Annual Report Offers Many Advisory Opportunities for Accountants

This year’s report provides valuable insights for businesses and offers guidance to help you set your clients up for success.

Holiday-Shopping1

Small Business January 16, 2025 

High Number of Shoppers Committed First-Party Fraud Over the 2024 Holiday Shopping Season

First-party fraud, sometimes referred to as “friendly fraud,” occurs when consumers exploit return and refund policies for financial gain. 

Isaac M. O'Bannon

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Accounting January 14, 2025 

AI and Litigation: How Accountants Can Stay Ahead as Courts Wrestle with the Machine Revolution

From automating processes to analyzing massive datasets, AI is reshaping the accounting landscape while lawyers and judges scramble to decide who’s responsible when it all goes wrong. From intellectual property spats to bias allegations, AI is breaking down courtroom doors, and the legal system isn’t ready.

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