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Advisory

Five Collections Habits Accountants Can Help Small-Business Clients Adopt

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.

Salman Shawaf

Featured Articles

November 4, 2026  

The Reconciled-Books Trap: 5 Misclassifications Tax Preparers Should Catch Before Filing

November 4, 2026  

The Bookkeeping Mistake That Keeps Showing Up in New Clients’ Books

November 3, 2026  

Selling Advice, Not Hours: Packaging Advisory Services Clients Understand

November 3, 2026  

Levvy Announces New Connection to Claude and ChatGPT

November 2, 2026  

Beat Financial Stress: 6 Essential Year-End Money Moves
Crunchafi Acquires BUCS Analytics, Adding 150+ Integrations and Expanded CAS Capabilities

Technology September 16, 2026 

Crunchafi Acquires BUCS Analytics, Adding 150+ Integrations and Expanded CAS Capabilities

The acquisition strengthens Crunchafi’s platform for CAS teams, the fastest-growing service area in CPA firms.

Register for Ensuring Success 2026 – Free Online CPE and IRS CE Conference Dec. 9-10, 2026

Accounting September 16, 2026 

Register for Ensuring Success 2026 – Free Online CPE and IRS CE Conference Dec. 9-10, 2026

This year’s online event will be held Dec. 9 and Dec. 10, 2026, with seven free, one-hour, educational sessions each day.

Isaac M. O'Bannon

Expensify Becomes One of the First Expense Management Tools Available in Claude for Small Business

Financial Reporting September 15, 2026 

Expensify Becomes One of the First Expense Management Tools Available in Claude for Small Business

New integration with Anthropic brings automated expense management, receipts, and spend insights directly into Claude.

AI Disclosure Is Not About the Tool. It Is About the Trust

Technology September 15, 2026 

AI Disclosure Is Not About the Tool. It Is About the Trust

Clients may not need a list of every technology their accountants use, but they do need confidence that AI risks are being managed.

Donny Shimamoto

Intuit ProPartner Accountants: A New Era, New Benefits, and New Opportunities

Accounting September 15, 2026 

Intuit ProPartner Accountants: A New Era, New Benefits, and New Opportunities

Firms don't need to do anything to stay covered between now and 2027. The ProAdvisor Program remains the program of record until ProPartner Accountants launches, and it will continue unchanged until then.

Scott Cytron

Dixie McCurley Named Intuit’s First Managing Partner in Residence

Technology September 10, 2026 

Dixie McCurley Named Intuit’s First Managing Partner in Residence

The new role is designed to bring the voice and perspective of accounting firms directly into Intuit’s strategy, innovation, products, and services, the company says.

AI Is Cutting Financial Risk Management Costs, But Most Firms Aren’t Capturing the Savings Yet 

Accounting September 9, 2026 

AI Is Cutting Financial Risk Management Costs, But Most Firms Aren’t Capturing the Savings Yet 

Despite increased investment and accelerating AI adoption, the industry's biggest surveillance challenges have moved surprisingly little since 2024.

Rising Risk Complexity Outpaces Organizations’ Strategic Readiness Finds New AICPA & NC State University Study

Financial Reporting September 9, 2026 

Rising Risk Complexity Outpaces Organizations’ Strategic Readiness Finds New AICPA & NC State University Study

The findings point to a growing disconnect between rising risk levels and organizations' ability to transform risk intelligence.

Merger_sign

Firm Management September 9, 2026 

M&A Buyers Are Raising the Bar for Deal Quality, According to Bennett Thrasher

The five top trends reshaping what buyers consider an attractive middle-market business, from recurring revenue and cash generation.

Centri Partners with Fieldguide to Strengthen Risk Advisory Practice

Technology September 8, 2026 

Centri Partners with Fieldguide to Strengthen Risk Advisory Practice

Centri will leverage the Fieldguide platform to further standardize client engagements, increase collaboration and provide clients with greater visibility.

Isaac M. O'Bannon

The Client Intelligence Advantage: Fueling High-Value Advisory Growth

CAS September 7, 2026 

The Client Intelligence Advantage: Fueling High-Value Advisory Growth

Start treating client intelligence as a continuous, firm-wide discipline, rather than an annual survey.

Jon Hubbard

Beyond Payroll: Rethinking the Total Cost of Ownership in Outsourcing Decisions

Firm Management September 4, 2026 

Beyond Payroll: Rethinking the Total Cost of Ownership in Outsourcing Decisions

The right answer depends on the function, the organization’s priorities and the level of control, resilience and scalability required.

Michelle Connolly

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