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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
KSM Adds Valuation Firm ValueKnowledge in Illinois

Firm Management November 12, 2024 

KSM Adds Valuation Firm ValueKnowledge in Illinois

The Indianapolis-based top 60 firm said the deal with ValueKnowledge augments its growing business valuation practice.

Jason Bramwell

EY Acquires HR Tech Consulting Firm Jubilant

Firm Management November 12, 2024 

EY Acquires HR Tech Consulting Firm Jubilant

Jubilant focuses on implementing and supporting human capital management, payroll, and workforce management systems.

Jason Bramwell

Navan Launches Travel and Expense Management System for Accounting Firms

Accounting November 12, 2024 

Navan Launches Travel and Expense Management System for Accounting Firms

Navan helps firms standardize spend management with dynamic spend policies, real-time transaction feeds, and direct GL integrations, including NetSuite, QuickBooks, and Xero.

Isaac M. O'Bannon

Using ChatGPT with Strategic Business Methodologies

Small Business November 11, 2024 

Using ChatGPT with Strategic Business Methodologies

Client accounting services often exceed the boundaries of traditional accounting analysis. Many clients want more, such as a strategic planning analysis method such as SWOT, where an ...

Sandi Smith Leyva

Decisions 2024: The Opportunities for Accounting Firms Have Never Been Greater

CAS November 11, 2024 

Decisions 2024: The Opportunities for Accounting Firms Have Never Been Greater

The outlook couldn't be brighter with new opportunities, technologies, challenges, and clients looking to take advantage of your service offerings.

Randy Johnston

End-of-Year Accounts Receivable Checklist: Ensuring Financial Stability for Your Clients into the New Year

Accounting November 7, 2024 

End-of-Year Accounts Receivable Checklist: Ensuring Financial Stability for Your Clients into the New Year

This checklist allows CPAs, accountants, and financial consultants to provide clients with a comprehensive approach to year-end A/R management.

Archived Webcast – S Corporation vs. LLC: Similarities and Differences

Accounting November 21, 2024  Sponsored

Archived Webcast – S Corporation vs. LLC: Similarities and Differences

While S Corporations and Limited Liability Companies (LLCs) are similar because they provide liability protection for business owners and allow for pass-through tax treatment, there are many differences as to how they are operated, complied with, and taxed.

Inspiration, Education, and Primo Networking: Intuit Connect Continues to be THE Event for Accounting Professionals

Small Business November 6, 2024  Sponsored

Inspiration, Education, and Primo Networking: Intuit Connect Continues to be THE Event for Accounting Professionals

The name change to Intuit Connect encompassed the integrated platform’s ability to help businesses start up and scale up, with accountants as the key advisors who, along with the QuickBooks ecosystem, guide their clients to growth.

Scott Cytron

Archived Webcast – Not Just for the Rich: Using Charitable Giving Techniques to Solve Real-World Tax and Financial Planning Problems

Accounting December 11, 2024  Sponsored

Archived Webcast – Not Just for the Rich: Using Charitable Giving Techniques to Solve Real-World Tax and Financial Planning Problems

Are your clients looking for ways to reduce their tax liability? Charitable giving offers unique opportunities to benefit from tax advantages, support a favorite charity, and generate lifetime income.

Sikich Expands AI Consulting Offerings

Advisory November 4, 2024 

Sikich Expands AI Consulting Offerings

The top 30 firm launched the Sikich AI Solutions Studio and appointed longtime firm veteran Ray Beste as principal AI strategist.

Jason Bramwell

Crowe Launches Human Capital Consulting Practice

Advisory October 31, 2024 

Crowe Launches Human Capital Consulting Practice

The new human capital consulting practice at Crowe will be led by Joy Duce, who previously was chief people officer at Baker Tilly.

Jason Bramwell

Avalara Expands Global E-Invoicing Compliance with Built on Workday

Advisory October 31, 2024 

Avalara Expands Global E-Invoicing Compliance with Built on Workday

The Avalara ELR solution gives customers a robust tax automation tool to help remain compliant with e-invoicing regulations globally.

Isaac M. O'Bannon

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