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Advisory

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. (Image from taxretreat.org)

Richard Roppa-Roberts

Featured Articles

April 24, 2026  

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

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
TaxRock Launches AI Platform for IRS Risk Management

Taxes February 18, 2026 

TaxRock Launches AI Platform for IRS Risk Management

The platform replaces snapshot-based monitoring with continuous visibility into IRS account activity.

Isaac M. O'Bannon

MindBridge Announces Global Partnership with Genpact to Elevate Audit Analytics and Risk Consulting

Financial Planning February 17, 2026 

MindBridge Announces Global Partnership with Genpact to Elevate Audit Analytics and Risk Consulting

Genpact will leverage the MindBridge financial intelligence platform across key client engagements to strengthen its ability to identify risks, surface anomalies, and deliver more thorough, data-driven outcomes.

Delap Wealth Advisor Rebrands to Aerodigm Wealth, With $1.5B in Managed Assets

Financial Planning February 17, 2026 

Delap Wealth Advisor Rebrands to Aerodigm Wealth, With $1.5B in Managed Assets

With approximately $1.5 billion in assets under management as of December 31, 2025, Aerodigm provides wealth management services to ultra-high-net-worth individuals and families.

How to Get Small Business Clients to Actually Use Their Financial Statements

Firm Management February 16, 2026 

How to Get Small Business Clients to Actually Use Their Financial Statements

Financial statements aren't the destination, they're the starting point for conversations that actually help clients build better businesses.

Matthew Patrick, CPA

Driving Your Firm’s Growth With Intuit Accountant Suite and Intuit Enterprise Suite

Firm Management February 16, 2026  Sponsored

Driving Your Firm’s Growth With Intuit Accountant Suite and Intuit Enterprise Suite

Intuit Accountant Suite is a step-up from QuickBooks Online Accountant, which will fully transition to Intuit Accountant Suite at the end of this year.

Grant Thornton and ACFE Partner on Anti-Fraud Blueprint

Risk Management February 13, 2026 

Grant Thornton and ACFE Partner on Anti-Fraud Blueprint

The top 10 accounting firm and the Association of Certified Fraud Examiners have teamed up to help organizations build and strengthen their fraud risk management programs.

Jason Bramwell

Canopy to Bring Bookkeeping Into Its Practice Management Platform

Technology February 11, 2026 

Canopy to Bring Bookkeeping Into Its Practice Management Platform

Designed for accounting firms and CAS teams, Canopy Bookkeeping integrates with the company's practice management software, bringing real-time general ledger visibility directly into daily workflows.

Jason Bramwell

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Small Business February 10, 2026 

6 Considerations for Factoring and Working Capital for Business Clients

Reframing the conversation around true costs, in addition to rate, can help clients to evaluate factoring as a tool. In many cases, the real expense is in the cost of not fixing cash flow.

Fieldguide Raises $75M Series C Round to Boost Audit and Advisory Firms’ Agentic AI Capabilities

Technology February 2, 2026 

Fieldguide Raises $75M Series C Round to Boost Audit and Advisory Firms’ Agentic AI Capabilities

The financing brings Fieldguide’s total funding to $125 million and values the San Francisco-based company, which provides an agentic AI platform for audit and advisory, at $700 million.

Jason Bramwell

What Accountants Need to Know About Agentic AI

Artificial Intelligence January 28, 2026 

What Accountants Need to Know About Agentic AI

Agentic AI is already helping accountants add more value to their services and contribute to the decision-making process for clients.

Sangeeta Chhabra

TaxPlanIQ Founder Releases New Book, ‘The Balanced Millionaire: Advisor Edition’

Accounting January 22, 2026 

TaxPlanIQ Founder Releases New Book, ‘The Balanced Millionaire: Advisor Edition’

This comprehensive guide from Dr. Jackie Meyer, CPA, is designed to help accountants, advisors, and firm leaders build seven-figure practices without burnout by aligning profitability, purpose, and personal well-being.

Jason Bramwell

experience rating pixabay Mohammed Hassan-3239454_960_720

Advisory January 8, 2026 

What Makes for a Bad Restaurant or Hospitality Experience

One of the most common reasons we have a bad experience is because of our expectations of what the restaurant can do.

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