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Advisory

Five Collections Habits Accountants Can Help Small-Business Clients Adopt

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.

Salman Shawaf

Featured Articles

November 4, 2026  

The Reconciled-Books Trap: 5 Misclassifications Tax Preparers Should Catch Before Filing

November 4, 2026  

The Bookkeeping Mistake That Keeps Showing Up in New Clients’ Books

November 3, 2026  

Selling Advice, Not Hours: Packaging Advisory Services Clients Understand

November 3, 2026  

Levvy Announces New Connection to Claude and ChatGPT

November 2, 2026  

Beat Financial Stress: 6 Essential Year-End Money Moves
What to Settle Before Client Tax Data Touches AI

Artificial Intelligence October 12, 2026 

What to Settle Before Client Tax Data Touches AI

The question for firm owners is whether the firm has decided, in writing, where that data is allowed to go.

Steven de la Fe CPA

Bizora Tax Research Now Available Inside Truss

Advisory October 7, 2026 

Bizora Tax Research Now Available Inside Truss

Firms using Truss can access Bizora's tax research directly within Max AI, Truss's AI assistant.

Isaac M. O'Bannon

payroll-tax-holiday-1040cs1203_11143868

Payroll October 7, 2026 

When a Client’s Payroll Question is an Employment Law Question

Your clients receive more useful support when a question is resolved and the next payroll reflects that resolution.

George S. Azadian

How Financial Skills Drive Small Business Success and Growth

Small Business October 5, 2026 

How Financial Skills Drive Small Business Success and Growth

Financial literacy turns daily choices into steady control, clearer trade-offs, and fewer surprises.

Adam Taylor

Why Independence is Becoming a Strategic Choice for CPA Firms

Firm Management October 5, 2026 

Why Independence is Becoming a Strategic Choice for CPA Firms

Some CPA firms are looking at the wave of private equity consolidation and choosing a different path.

Jim Haefele, CPA

Manual File Naming is Slowing Down Your Firm’s Client Work

Technology October 5, 2026 

Manual File Naming is Slowing Down Your Firm’s Client Work

When firms look for ways to work faster, they usually look at large projects. But there are smaller steps they can take.

Chris Farrell

Dext Payments Launches in Canada

Technology October 5, 2026 

Dext Payments Launches in Canada

Dext Payments is now available to Dext customers using QuickBooks Online and Xero across Canada.

Isaac M. O'Bannon

Infinite Ties Expands Online CAS Curriculum, Resources

Technology September 30, 2026 

Infinite Ties Expands Online CAS Curriculum, Resources

Infinite Ties, a practitioner-built online community and training platform for client advisory services, has introduced new training, implementation resources, and tools designed to help accounting firms turn CAS strategy into day-to-day practice.

Jason Bramwell

LoanPro Partnership Gives Lenders AI-Driven Review of Every Customer Interaction 

Financial Reporting September 29, 2026 

LoanPro Partnership Gives Lenders AI-Driven Review of Every Customer Interaction 

LoanPro customers gain access to Spring Labs’s agentic solutions for complaint management, disputes and quality management.

Grant Thornton Launches Enterprise Assurance Services Practice

Firm Management September 29, 2026 

Grant Thornton Launches Enterprise Assurance Services Practice

It addresses growing client demand for third-party assurance across emerging areas such as risk, technology, sustainability and trust.

Armanino Brings Aboard HCM and WFM Firm Sability

Mergers and Acquisitions September 28, 2026 

Armanino Brings Aboard HCM and WFM Firm Sability

Top 25 accounting firm Armanino has added Sability, an Atlanta-based human capital management and workforce management firm and a longtime UKG partner.

Jason Bramwell

New Home Construction is Slowing

Small Business September 25, 2026 

New Home Construction is Slowing

Completion of detached single-family homes fell for the third straight year in 2025, and the pace of permitting is slipping further.

Isaac M. O'Bannon

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