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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
Moss Adams Brings Aboard Property Tax Consultants Byrne & Clayton

Firm Management September 19, 2022 

Moss Adams Brings Aboard Property Tax Consultants Byrne & Clayton

A three-person team from Byrne & Clayton, including the firm’s president, officially joined Moss Adams Sept. 1.

Jason Bramwell

Tipalti_Logo

Accounting September 16, 2022 

Tipalti Launches Virtual Card for Corporate Spending

The Tipalti Card functions by offering accounts payable (AP) management at scale, streamlining once burdensome processes with...

Grant Thornton Partners with Hyperproof for Risk Management and Compliance reporting

Advisory September 15, 2022 

Grant Thornton Partners with Hyperproof for Risk Management and Compliance reporting

Hyperproof is a provider of software-as-a-service (SaaS) compliance operations for mid-sized to very large enterprises. Grant Thornton LLP is one of America’s largest audit, tax and advisory firms.

Isaac M. O'Bannon

Armanino logo 1  5579e62a0af8d

Advisory September 15, 2022 

Armanino Launches Digital Client Experience Application

The all-encompassing digitized experience will be available for select Armanino clients to test-drive and provide feedback on.

Isaac M. O'Bannon

Morgan Stanley Investment Management Announces U.S. Wealth Leadership Group

September 15, 2022 

Morgan Stanley Investment Management Announces U.S. Wealth Leadership Group

Morgan Stanley Investment Management has announced the creation of the Morgan Stanley Investment Management U.S. Wealth Leadership Group

Exploring New Roles and Positions in Your Firm

Firm Management September 15, 2022 

Exploring New Roles and Positions in Your Firm

Our focus can’t be solely on education, experience or letters after a name, but on who can do the work that needs to be done.

Sandra Wiley

Why Tax Professionals Need an Anti-fragile Mindset 

September 15, 2022 

Why Tax Professionals Need an Anti-fragile Mindset 

Everyone knows the saying “hope for the best, prepare for the worst.” As tax professionals, we actually have to take this mindset a step further.

2022 Xerocon Conference Wrapup: Partnership is the Secret Sauce

Accounting September 14, 2022 

2022 Xerocon Conference Wrapup: Partnership is the Secret Sauce

One reason working side-by-side with accountants is a key to success is that there is a need to stay on top of the constantly changing universe of technology and financial services.

Gail Perry

M&A – A Smart Business Model for Smart CPA Firms

Firm Management September 13, 2022 

M&A – A Smart Business Model for Smart CPA Firms

M&A can be incredibly advantageous to firms looking to heighten profitability and create longevity and sustainability for their practices, their team members, and their clients.

The Technology Lab Podcast – Review of Xenett Autoreview – Sept. 2022

Accounting Technology Lab Podcast September 13, 2022 

The Technology Lab Podcast – Review of Xenett Autoreview – Sept. 2022

Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Xenett Autoreview, an intelligent clean-up tool created by and for accountants.

Brian Tankersley, Randy Johnston

Ensuring Success 2022 – 2 Days of Free Online CPE – Earn Up to 14 Hours

Accounting December 14, 2022 

Ensuring Success 2022 – 2 Days of Free Online CPE – Earn Up to 14 Hours

Earn from 1 to 14 hours of free CPE during this online 2-day event. Pick only the sessions you want to attend, and finish up your CPE requirements before the end of the year.

Isaac M. O'Bannon

Ensuring Success 2022 – 2 Days of Free Online CPE – Register Now to Save Your Space

Accounting September 10, 2022 

Ensuring Success 2022 – 2 Days of Free Online CPE – Register Now to Save Your Space

Earn from 1 to 14 hours of free CPE during this online 2-day event. Pick only the sessions you want to attend, and finish up your CPE requirements before the end of the year.

Isaac M. O'Bannon

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