Risk Management December 1, 2025
The 2026 Risk Outlook: Emerging Exposures and Priorities for CPA Firms
CPA firms that do not evolve their risk management strategies are going to find themselves exposed in ways they might never have anticipated.
Advisory October 6, 2025
Beyond 529s: How Grandparents Can Help Pay for College
Under a recent change in the FAFSA (Free Application for Federal Student Aid), funds supplied by a grandparent through a 529 are not reported as student income, so the grandchild’s eligibility for federal aid is not impacted.
Advisory October 6, 2025
4 Tips for Borrowing Money from Friends or Family
It’s great to have people who care about you AND who have a bank balance. But before you pocket that extra cash, here are some tips that will put both you and your lender at ease regarding the loan.
Technology October 2, 2025
BILL Launches Operating Account to Streamline Payments and Optimize Cashflow
Businesses like Dr. Squatch are harnessing BILL Cash Account to earn more and pay faster.
Advisory October 2, 2025
Why Buying AI Tools Isn’t an AI Strategy—And What Actually Works
79% of professionals believe AI will transform our industry within five years, yet only 14% of firms have developed actual AI strategies.
Advisory October 2, 2025
Ryan and Dhruva Advisors Announce Joint Venture
The partnership represents a significant and strategic advancement for Ryan to further its ability to serve clients in high-growth markets, while reinforcing its global presence and capabilities.
Advisory September 30, 2025
How Will the Government Shutdown Affect the Stock Market?
U.S investors were cautious on Tuesday, with stock futures tied to the Dow, S&P, and Nasdaq all dipping slightly as the looming U.S. government shutdown dominated most news coverage and investor concerns.
Technology September 26, 2025
Overview of Zoho’s SMZ and Balance Conferences – The Accounting Technology Lab Podcast – Sept. 2025
Randy Johnston and Brian Tankersley, CPA, discuss two recent Zoho conferences they attended: Zoho SMZ in San Antonio, Tex., and Zoho Balance in Salt Lake City. The conferences were geared toward accounting professionals, but Zoho is a small business platform used by a million businesses worldwide, and with more than 130 million paid user subscriptions....…
Auditing September 24, 2025
IIA Report Shows Geopolitical Uncertainty and Digital Disruption Risks on The Rise
Thirty-eight percent of global respondents rated geopolitical and macroeconomic uncertainty risk as a top five risk area, indicating the largest jump across risk areas compared to last year.
Accounting September 18, 2025 Sponsored
Inside the Client Experience
The Inside the Client Experience Report uncovers what clients really experience during accounting engagements.
Advisory September 17, 2025
Alma Bank Partners with Cetera in Pursuit of Growth
Cetera Financial Institutions has partnered with Alma Bank to further strengthen and grow the bank’s investment program, Alma Wealth Management.
Accounting September 15, 2025
Nominations Open for CPA Practice Advisor’s 2025 ’40 Under 40′ and ’20 Under 40′ Awards
Nominate a professional for the 2025 40 Under 40 or 20 Under 40 award. The deadline is Nov. 12, 2025. Nominees must have not turned 40 by Nov. 15, 2025.
Advisory September 12, 2025
Tax Advisory Practices Are Busier Than Ever: How to Keep Up
For firms to succeed, we must adapt our operational strategies to meet these challenges head-on. These are three key factors contributing to the increased demand for tax services.