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Advisory

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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
Driving Your Firm’s Growth With Intuit Accountant Suite and Intuit Enterprise Suite

Firm Management February 16, 2026  Sponsored

Driving Your Firm’s Growth With Intuit Accountant Suite and Intuit Enterprise Suite

Intuit Accountant Suite is a step-up from QuickBooks Online Accountant, which will fully transition to Intuit Accountant Suite at the end of this year.

Grant Thornton and ACFE Partner on Anti-Fraud Blueprint

Risk Management February 13, 2026 

Grant Thornton and ACFE Partner on Anti-Fraud Blueprint

The top 10 accounting firm and the Association of Certified Fraud Examiners have teamed up to help organizations build and strengthen their fraud risk management programs.

Jason Bramwell

Canopy to Bring Bookkeeping Into Its Practice Management Platform

Technology February 11, 2026 

Canopy to Bring Bookkeeping Into Its Practice Management Platform

Designed for accounting firms and CAS teams, Canopy Bookkeeping integrates with the company's practice management software, bringing real-time general ledger visibility directly into daily workflows.

Jason Bramwell

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Small Business February 10, 2026 

6 Considerations for Factoring and Working Capital for Business Clients

Reframing the conversation around true costs, in addition to rate, can help clients to evaluate factoring as a tool. In many cases, the real expense is in the cost of not fixing cash flow.

Fieldguide Raises $75M Series C Round to Boost Audit and Advisory Firms’ Agentic AI Capabilities

Technology February 2, 2026 

Fieldguide Raises $75M Series C Round to Boost Audit and Advisory Firms’ Agentic AI Capabilities

The financing brings Fieldguide’s total funding to $125 million and values the San Francisco-based company, which provides an agentic AI platform for audit and advisory, at $700 million.

Jason Bramwell

What Accountants Need to Know About Agentic AI

Artificial Intelligence January 28, 2026 

What Accountants Need to Know About Agentic AI

Agentic AI is already helping accountants add more value to their services and contribute to the decision-making process for clients.

Sangeeta Chhabra

TaxPlanIQ Founder Releases New Book, ‘The Balanced Millionaire: Advisor Edition’

Accounting January 22, 2026 

TaxPlanIQ Founder Releases New Book, ‘The Balanced Millionaire: Advisor Edition’

This comprehensive guide from Dr. Jackie Meyer, CPA, is designed to help accountants, advisors, and firm leaders build seven-figure practices without burnout by aligning profitability, purpose, and personal well-being.

Jason Bramwell

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Advisory January 8, 2026 

What Makes for a Bad Restaurant or Hospitality Experience

One of the most common reasons we have a bad experience is because of our expectations of what the restaurant can do.

CPAClub Launches Guardian Pass for Quality Management Monitoring

Technology December 18, 2025 

CPAClub Launches Guardian Pass for Quality Management Monitoring

CPAClub’s Guardian Pass is an annual subscription designed to help CPA firms plan, execute, and sustain the ongoing and periodic monitoring activities required under the AICPA’s System of Quality Management standards and the PCAOB’s QC 1000.  

Multi-Currency Accounting Doesn’t Have To Be So Hard 

Financial Reporting December 16, 2025 

Multi-Currency Accounting Doesn’t Have To Be So Hard 

Creating clear, repeatable rules for multi-currency accounting will ensure less headache and more accuracy moving forward. 

Accounting Organizations Unite Against Administration De-Listing Accounting as Professional Degree

AICPA December 15, 2025 

Accounting Organizations Unite Against Administration De-Listing Accounting as Professional Degree

The Department of Education’s recent proposed regulation would exclude accounting programs across the country from a professional degree designation for the purposes of graduate student loan eligibility, which many feel will do great harm to the profession.

Wolters Kluwer to Launch New CCH Axcess Advisor System

Technology December 15, 2025 

Wolters Kluwer to Launch New CCH Axcess Advisor System

Early access begins this week for an exclusive group of firms through the Early Adopter Program, with full availability planned to follow the 2025 tax season.

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