CAS July 23, 2026
Americans Lost $68 Billion to Scams in 2025
6% of the U.S. population were victims of financial scams in 2025, with total losses reaching approximately $68 billion.
Accounting July 13, 2023
Jirav Announces $20M Series B Round Led By Cota Capital
Jirav will use the funds to further accelerate product development, broaden its customer base across small-medium businesses (SMBs), mid-market companies, and accounting firms while hiring talent to support its growth.
Technology July 12, 2023
Digital Marketing Strategies for Financial Service Providers: Best Practices and Case Studies
In this article, we will explore effective strategies, such as search engine optimization (SEO), content marketing, social media campaigns, and pay-per-click advertising.
Advisory July 12, 2023
How To Enhance Your Advisory Services During The Summer Months
If you take this downtime seriously at the start of the season, you can even take a break afterward and allow everyone to recharge for the more hectic times ahead.
Accounting July 12, 2023
Boomer Consulting Announces Arianna Campbell and Jon Hubbard Appointments
This expansion of roles formalizes Boomer Consulting’s commitment to growth and operational excellence.
Accounting July 11, 2023
Report Shows Risk Management Processes in U.S. Organizations Continue to be Outpaced by Growing Risks
65% of senior finance leaders agree that the volume and complexity of corporate risks have changed “mostly” or “extensively” over the last five years.
Accounting July 5, 2023
Driving the Discipline of Strategic Growth
Business owners and firms need to be thinking about how to adapt to keep up with the “changing neighborhood” around them.
Accounting July 3, 2023
How Accounting Pros Can Leverage Technology to Overcome the Biggest Struggles
Firms need to consider technology as an opportunity – not a challenge - to help drive efficiency and overcome their top five talent-related challenges.
Advisory June 28, 2023
Fast Track Compliance with the IRS Pub 4557 and the FTC Safeguards Rule – a No-nonsense Guide for Firm Owners
By now, most tax preparers are aware they need to comply with the FTC Safeguards Rule and IRS Publication 4557. Failure to do so could result in stiff penalties.
Accounting June 28, 2023
Business Owners Are Poised to Invest More in Technology
Small- and medium-sized businesses (SMBs) are looking to invest $10,000 more in their suite of technology solutions this year than they were in 2022, a new study finds.
Accounting June 27, 2023
Tax and Accounting Best Practices for Cryptocurrencies
As a tax and accounting professional, you will encounter clients who require guidance regarding investing in cryptocurrencies and digital assets.
Accounting June 26, 2023
KPMG to Lay Off 5% of U.S. Workforce in Second Round of Job Cuts
Unlike in February when the firm let go of 2% of its workforce, mostly in advisory, these job cuts will impact tax and audit.
Accounting June 22, 2023
The Cherished Advisor Report
“As a Cherished Advisor, you become a strategic partner that each business appreciates, highly values, and can’t imagine living without. This changes our role with our clients from reactive to proactive.”