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.
Financial Reporting September 24, 2026
CFOs Must Be More Disciplined with AI Expectations, According to Gartner Research
The survey emphasizes that CFOs, in particular, must take a more disciplined approach to managing their portfolios.
Small Business September 21, 2026
40% of Small Businesses Lack Cash Reserves to Survive a Month of Late Client Payments
Businesses that weather a late payment without lasting damage tend to be the ones with a plan already in place.
Advisory September 21, 2026
Who’s Really Watching Your Firm’s Data? A Guide to Employee Activity Monitoring for CPA Firms
Firms need a written policy, paired with the technical controls to back it up, and reviewed at least once a year.
Auditing September 21, 2026
Forvis Mazars Earns Accreditation as CMMC C3PAO
A C3PAO is an independent organization authorized to conduct CMMC assessments for companies in the U.S. defense industrial base seeking Level 2 certification.
Firm Management September 18, 2026
How to Help a Client When Their Email Has Been Taken Over
When a client's mailbox is already sending junk, password and MFA are not the finish line.
Advisory September 17, 2026
Taxfyle and the Digital Shift: Orchestrating Professional Expertise in the Modern Tax Profession
The platform identifies tax-saving opportunities and adjustments to reduce tax burden in the next season, collaborating with wealth management.
Risk Management September 17, 2026
Travis Kelce, NFL Star and Husband of Taylor Swift, Fell Victim to a Ponzi Scheme – The Financial Advisor Got Sentenced to 11 Years in Prison
The financial advisor took $35 million from clients but spent only $10 million on investments, prosecutors say.
Accounting September 16, 2026
FP&A’s Perception Problem: Why Just 9% of Executive Teams View FP&A as a Growth Driver
FP&A teams need to break out of their silos and make cross-functional collaboration core to how they operate.
Accounting September 16, 2026
Five Checks Before a Small Business Should Send an Account to Collections
These five checks can help your client prepare a commercial account for referral and keep the records accurate afterward.
Advisory September 16, 2026
Your Client Has 501(c)(3) Status. Is Its Illinois Real Estate Exempt?
State sales tax exemptions and property tax exemptions, often do not flow with federal public charity status.
CAS September 16, 2026
Accounting Profession Thought Leader Randy Crabtree Launches The Brainstorm Group
The Brainstorm Group will help organizations strengthen their cultures, develop and retain talent, embrace change and create environments.
Accounting September 16, 2026
The Decision Evidence Record: What Should Survive After the Client Meeting
When the conversation ends, the conclusion should not be the only thing that remains. The file should still explain the decision when the result arrives.