
Firm Management May 9, 2025
How AI is Revolutionizing Financial Planning
AI uptake has been strong, with financial planners using AI to streamline client data collection, risk profiling, and communications.
Firm Management May 9, 2025
AI uptake has been strong, with financial planners using AI to streamline client data collection, risk profiling, and communications.
Small Business February 6, 2025
The report covers sales tax changes specifically affecting the manufacturing, retail, and software industries. It also addresses beverage alcohol, communications, excise, lodging, and VAT changes.
CAS February 6, 2025
The Firm of the Future blog recently featured a wrap-up of QuickBooks features to complement Main Stage presentations on the new Intuit Enterprise Suite and new features in QuickBooks Online.
Accounting February 6, 2025
A new study explores how businesses, executives and investors should rethink traditional approaches for navigating today’s global macroeconomic environment.
Small Business February 5, 2025
Respondents reported 13-quarter highs in their confidence in meeting growth projections (65%), increased demand (64%), cost control goals (62%) and labor needs (60%).
Small Business February 3, 2025
A new business survey shows rising travel spend and broader card distribution within the mid-market, despite continued ineffectiveness of the tools being used to manage travel and expenses.
Accounting February 3, 2025
Implementing AI along with outsourcing can amplify the productivity benefits and other positives that each strategy offers individually.
CAS February 3, 2025
You should be aware of, and monitor specific Key Performance Indicators (KPIs) to ensure seamless integration and effectiveness of your outsourcing team.
Accounting February 26, 2025 Sponsored
S Corporation elections are popular among Corporation and LLC owners due to various advantages. With the election deadline approaching in March, it is a great time to get refreshed on this popular election to help advise your clients.
Technology January 17, 2025
Randy Johnston and Brian Tankersley, CPA, explored CES 2025 in Las Vegas in January. In this podcast, they highlight some of the most interesting and useful technologies they saw on display.
Advisory January 16, 2025 Sponsored
This year’s report provides valuable insights for businesses and offers guidance to help you set your clients up for success.
Small Business January 16, 2025
First-party fraud, sometimes referred to as “friendly fraud,” occurs when consumers exploit return and refund policies for financial gain.
Accounting January 14, 2025
From automating processes to analyzing massive datasets, AI is reshaping the accounting landscape while lawyers and judges scramble to decide who’s responsible when it all goes wrong. From intellectual property spats to bias allegations, AI is breaking down courtroom doors, and the legal system isn’t ready.