Advisory April 24, 2026
5 M&A Signals CPAs Should Be Watching for Their Clients in 2026
The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.
Small Business May 17, 2023
Intuit Awards Three Small Businesses $20,000 Each for Small Business Hero Day
Each small business hero was nominated for their incredible commitment to serving their local communities in Louisiana, Georgia, and Michigan.
Firm Management May 12, 2023
How Offshoring Has Moved Far Beyond Bookkeeping
As client needs continue to evolve and expand, businesses will expect their accounting and advisory firms to have the answers and necessary skills to meet those needs.
Small Business May 9, 2023
Accountants Say Small Businesses Still Have a Rocky Road Ahead
Over the next year, 61% of accountants believe the economy will be “much” or “somewhat worse” for small business clients.
Taxes May 7, 2023
Cannabusiness Tax Liabilities and How to Navigate Filing
Making sure your COGS are accurate is the best way to ensure your tax liability is accurate as well, and working with a seasoned accounting professional can give you that peace of mind.
Accounting May 3, 2023
SEC Chief Blasts Hedge Fund Fees as Agency Readies New Regulations
For the last two years, SEC Chair Gary Gensler has championed new rules to add scrutiny to hedge funds and private equity firms.
Accounting May 2, 2023
Extending Outsourcing Contracts Can Alleviate Shortage of CPAs
Outsourcing talent and extending contracts with a talent augmentation company is a smart and strategic solution for accounting firms to address the ongoing talent shortage in the U.S.
Accounting May 2, 2023
Real-Time Insights are Key to a Trusted Advisor’s Role
An overwhelming majority of accountants attribute their clients’ business success to real-time financial data.
Accounting May 2, 2023
AICPA News – May 2023
AICPA News is a round-up of recent announcements from the American Institute of CPAs.
Taxes May 2, 2023
Tax Rep Network to Present The Practitioner’s Advisory Summit Free Virtual Conference June 14, 2023 Sponsored by Intuit
The Summit agenda features key thought leaders discussing all aspects of advisory services including reviewing the current state of advisory services.
Small Business April 27, 2023
Helping Your Clients Get Access to Grants, Part 2
Grants.gov has over 2,000 grants that businesses can apply for (you can find more in Part 1), but you need your application to stand out to be approved.
Small Business April 27, 2023
Helping Your Clients Get Business Grants, Part 1
Many of your clients are likely in need of funds for their businesses, and they may have overlooked one valuable source of funding - grants.
Accounting April 26, 2023
Cogenics Consulting to Join Whitley Penn
Cogenics Consulting is a provider of technology consulting around data analytics & transformation solutions.