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Advisory

riskmanagement1

Financial Reporting June 5, 2026 

Compliance Policies Need Tools Sophisticated Enough to Enforce Them

Your written supervisory procedures are more sophisticated than your supervision technology. For most firms, that gap is where the real compliance risk lives.

Jamie Hoyle

Featured Articles

June 4, 2026  

Avalara Introduces Tax Content Essentials to Simplify Tax Rate Compliance for Growing Businesses

May 29, 2026  

Why Risk-Informed Advisory Is Becoming Essential for CPA Firms

May 26, 2026  

9 Easy Ways Firms Can Celebrate Client Loyalty and Milestones

May 19, 2026  

Restaurant Accountants: Lunch is Back, and It’s Big Business

June 16, 2026   Sponsored

CPE Webinar: The Post-Busy Season Audit: Turning Pain Points into Progress
Why Your Exporter Clients Need to Hear About IC-DISC Right Now

Taxes February 26, 2026 

Why Your Exporter Clients Need to Hear About IC-DISC Right Now

For CPAs and advisors, the Interest-Charge Domestic International Sales Corporation represents both a high-value client service and a practical tax strategy to offset tariff impacts. Here’s what you need to know to start those conversations.

Mari Nakajima

The Executive Guide to Lending: What CPAs Need to Know About Today’s Capital Market Shift

CAS February 25, 2026 

The Executive Guide to Lending: What CPAs Need to Know About Today’s Capital Market Shift

For CPAs and advisors, this shift presents both a challenge and an opportunity. Clients are navigating a fundamentally different lending environment than they were just a few years ago.

Structuring Payroll and Distribution in an S Corp: What Accountants Need to Know

Small Business February 25, 2026 

Structuring Payroll and Distribution in an S Corp: What Accountants Need to Know

With their tax benefits and liability protections, S corporations continue to be one of the most popular setups for small to mid-size companies.

Nellie Akalp

Propense Launches 24/7 Agentic AI Client Service Partner for Professional Services Firms

Artificial Intelligence February 24, 2026 

Propense Launches 24/7 Agentic AI Client Service Partner for Professional Services Firms

Hatfield continuously monitors a partner’s book of business, surfacing timely risks, cross-selling opportunities, and meaningful milestones—such as client birthdays and anniversaries.

Isaac M. O'Bannon

Where AI Is Shifting the Nature of Accounting Work

Firm Management February 23, 2026 

Where AI Is Shifting the Nature of Accounting Work

For lots of accounting firms, AI adoption has unfolded gradually through implementation of a variety of tools that primarily deliver efficiency in focused and meaningful ways.

Bruce Zicari, CPA

 The Future is Fractional: How a Growing Model Is Reshaping the Accounting Profession

Financial Reporting February 23, 2026 

The Future is Fractional: How a Growing Model Is Reshaping the Accounting Profession

This convergence of workforce evolution and business need has created an opportunity that's reshaping how accounting professionals serve businesses: enter the fractional model.

Andrea Millar, CPA/PFS, Presented with AICPA’s 2025 Personal Financial Planning Distinguished Service Award

Accounting February 19, 2026 

Andrea Millar, CPA/PFS, Presented with AICPA’s 2025 Personal Financial Planning Distinguished Service Award

She served as director of the AICPA’s PFP Division for almost 15 years and was instrumental in fostering many dedicated practitioners who have been perennial leaders in the profession.

Isaac M. O'Bannon

Online Creators Worried About Finances and Income Taxes – A Growing Opportunity for Tax and Accounting Pros

Advisory February 19, 2026 

Online Creators Worried About Finances and Income Taxes – A Growing Opportunity for Tax and Accounting Pros

As the creator economy expands into what industry estimates place at a $205 billion global market, many content creators are discovering that growth brings new business responsibilities alongside creative opportunity.

Christopher Wood

TaxRock Launches AI Platform for IRS Risk Management

Taxes February 18, 2026 

TaxRock Launches AI Platform for IRS Risk Management

The platform replaces snapshot-based monitoring with continuous visibility into IRS account activity.

Isaac M. O'Bannon

MindBridge Announces Global Partnership with Genpact to Elevate Audit Analytics and Risk Consulting

Financial Planning February 17, 2026 

MindBridge Announces Global Partnership with Genpact to Elevate Audit Analytics and Risk Consulting

Genpact will leverage the MindBridge financial intelligence platform across key client engagements to strengthen its ability to identify risks, surface anomalies, and deliver more thorough, data-driven outcomes.

Delap Wealth Advisor Rebrands to Aerodigm Wealth, With $1.5B in Managed Assets

Financial Planning February 17, 2026 

Delap Wealth Advisor Rebrands to Aerodigm Wealth, With $1.5B in Managed Assets

With approximately $1.5 billion in assets under management as of December 31, 2025, Aerodigm provides wealth management services to ultra-high-net-worth individuals and families.

How to Get Small Business Clients to Actually Use Their Financial Statements

Firm Management February 16, 2026 

How to Get Small Business Clients to Actually Use Their Financial Statements

Financial statements aren't the destination, they're the starting point for conversations that actually help clients build better businesses.

Matthew Patrick, CPA

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