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Advisory

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

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.

Craig Hamm

Featured Articles

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

April 17, 2026  

Building a Tax Practice Clients Rely on All Year
Avantax

Accounting February 23, 2023 

Avantax Sees $1.7 Billion in Newly Recruited Assets, Up 79%

Avantax also continued successfully recruiting accounting firms to its employee-based model with the new affiliation of three large accounting firms.

Isaac M. O'Bannon

Staffing 1

Accounting February 23, 2023 

9 in 10 Accounting and Audit Firms Struggle to Find Talent

To tackle this challenge and boost client collaboration, accounting and auditing organizations are ramping up the adoption of advanced technologies such as ...

Isaac M. O'Bannon

growth pic 1  5661b14028d45

Accounting February 23, 2023 

4 Ways an Outside Financial Hire Can Strengthen a Family Business

While a new hire may be intimidating, a CFO or controller can provide valuable industry and financial expertise especially during economic volatility.

Accounting Thought Leaders Discuss Future of the Profession, Advisory Services, and Tax

Accounting February 21, 2023 

Accounting Thought Leaders Discuss Future of the Profession, Advisory Services, and Tax

Accounting thought leaders convened in New York City Feb. 20-22, 2023, for CPA Practice Advisor's 13th annual Accounting Thought Leader Symposium.

Isaac M. O'Bannon

KPMG U.S. Cuts Nearly 2% of Its Workforce

Firm Management February 20, 2023 

KPMG U.S. Cuts Nearly 2% of Its Workforce

The layoffs on Feb. 15 impacted about 700 people who worked in the firm's advisory practice.

Jason Bramwell

sales_tax

Sales Tax February 16, 2023 

VARC Solutions Helps Clients Outsource Sales Tax Compliance

Initially focusing on bookkeeping and payroll services, VARC Solutions has expanded to offer fully outsourced business management, payment processing, invoice management, consulting, implementation, and training.

Isaac M. O'Bannon

The Technology Lab Podcast – Review of Validis – Feb. 2023

Accounting Technology Lab Podcast February 14, 2023 

The Technology Lab Podcast – Review of Validis – Feb. 2023

Technologists Randy and Brian evaluate Valadis, a tool that extracts data from all financial systems to automatically generate full sets of standardized working papers. This data can then be imported into working paper systems.

Brian Tankersley, Randy Johnston

Client Hub Launches a Free Recategorize Plan

Accounting February 13, 2023 

Client Hub Launches a Free Recategorize Plan

Firms using Client Hub can now connect a client’s QuickBooks file to that client’s workspace in Client Hub. Then, they simply designate a QuickBooks account for uncategorized transactions.

Isaac M. O'Bannon

AuditFile Partners with AuditClub for Audit Efficiency and Quality

Accounting February 9, 2023 

AuditFile Partners with AuditClub for Audit Efficiency and Quality

New AuditFile software feature helps firms connect with AuditClub fractional auditors to complete audits and reviews under tight deadlines

Half of Americans Are Worse Off Now Than 12 Months Ago, Survey Finds

Payroll February 7, 2023 

Half of Americans Are Worse Off Now Than 12 Months Ago, Survey Finds

It is the highest share of Americans who are financially losing ground since 2009, according to Gallup.

From RMDs to Student Debt, SECURE 2.0 Offers a Lot

February 1, 2023 

From RMDs to Student Debt, SECURE 2.0 Offers a Lot

While the law contains nearly one-hundred new retirement provisions, following is a summary of some of the most notable changes ...

Daniel F. Rahill

3 Ways Retirees Can Make Money From Home

January 24, 2023 

3 Ways Retirees Can Make Money From Home

Retirees have options to turn their lifelong work experience into profitable, work-from-home jobs.

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