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Advisory

riskmanagement1

Financial Reporting June 5, 2026 

Compliance Policies Need Tools Sophisticated Enough to Enforce Them

Your written supervisory procedures are more sophisticated than your supervision technology. For most firms, that gap is where the real compliance risk lives.

Jamie Hoyle

Featured Articles

June 4, 2026  

Avalara Introduces Tax Content Essentials to Simplify Tax Rate Compliance for Growing Businesses

May 29, 2026  

Why Risk-Informed Advisory Is Becoming Essential for CPA Firms

May 26, 2026  

9 Easy Ways Firms Can Celebrate Client Loyalty and Milestones

May 19, 2026  

Restaurant Accountants: Lunch is Back, and It’s Big Business

June 16, 2026   Sponsored

CPE Webinar: The Post-Busy Season Audit: Turning Pain Points into Progress
Boomer Consulting Launches Two New Peer Communities

Accounting May 12, 2026 

Boomer Consulting Launches Two New Peer Communities

The Boomer Tax Leader and Audit Leader Circles connect forward-thinking professionals in dedicated, role-specific communities to collaborate on the accounting profession’s most pressing challenges.

Jason Bramwell

CFOs Keep Moving on Growth, Despite Concerns on Iran and Inflation

Financial Reporting May 7, 2026 

CFOs Keep Moving on Growth, Despite Concerns on Iran and Inflation

Cutting costs remains finance leaders’ top priority, but growth has moved sharply higher on the agenda.

Fieldguide Earns AIUC-1 Certification

Technology May 7, 2026 

Fieldguide Earns AIUC-1 Certification

Fieldguide, an agentic AI-native platform for audit and advisory, announced May 6 that its AI agents, Field Agents, have achieved AIUC-1 certification from the Artificial Intelligence Underwriting Company.

Jason Bramwell

AICPA Urges OCC to Leverage Established Stablecoin Reporting and Controls Criteria in GENIUS Act Rulemaking

Accounting Standards May 5, 2026 

AICPA Urges OCC to Leverage Established Stablecoin Reporting and Controls Criteria in GENIUS Act Rulemaking

To address growing demand for clarity and consistency in stablecoin reporting, the AICPA released the 2025 Criteria for Stablecoin Reporting in two parts.

COSO Releases Guidance on Enterprise Risk Management

Risk Management May 5, 2026 

COSO Releases Guidance on Enterprise Risk Management

New research from the Committee of Sponsoring Organizations of the Treadway Commission outlines practical steps for moving enterprise risk management from documentation to action.

Jason Bramwell

The Dark Season: Why Q2 ‘Rest’ is Your Firm’s Biggest Growth Barrier

Advisory May 1, 2026 

The Dark Season: Why Q2 ‘Rest’ is Your Firm’s Biggest Growth Barrier

The second quarter is the quarter your firm was built to grow in. Every year you treat it as a recovery period after tax season is a year you gave away the growth on purpose.

David A. Perez

Wipfli Adds Risk Management Firm CompliancePoint

Mergers and Acquisitions April 30, 2026 

Wipfli Adds Risk Management Firm CompliancePoint

CompliancePoint, a provider of risk management services focused on information security, data privacy, and regulatory compliance, will join Wipfli in a transaction expected to close on May 1, the top 25 accounting firm said on Thursday.

Jason Bramwell

TaxPlanIQ Reveals Plans for Tax Advisory Summit 2026

Advisory April 30, 2026 

TaxPlanIQ Reveals Plans for Tax Advisory Summit 2026

TaxPlanIQ, a tax planning software platform built for advisory-focused accounting firms, has announced its 2026 Tax Advisory Summit: Building the Firm of the Future with Higher Fees & Less Stress.

Smaller Rooms, Bigger Impacts — Small Conferences and Retreats Help Build the Profession

Accounting April 29, 2026 

Smaller Rooms, Bigger Impacts — Small Conferences and Retreats Help Build the Profession

Professionals are starting to reconsider the mega accounting conferences and move toward smaller conferences, niche retreats, and multi-city roadshows.

Richard Roppa-Roberts

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

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

CAS April 23, 2026 

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

The FanCAS-Kit provides a proven roadmap to Get Started, Grow, and Scale CAS—transforming the traditional seasonal tax model into a monthly advisory-ready firm.

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

Financial Planning April 20, 2026 

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

These concerns highlight both the financial and emotional toll of these crimes and reflect how pervasive and personal the threat has become.

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