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.
Technology September 3, 2026
Eftsure Acquires Relish for Enterprise Payments from Onboarding to Payment
The acquisition comes as businesses are grappling with fragmented systems and ongoing cybercrime risks.
Advisory September 3, 2026
CPA Firms Score Weakest on Niche, the Very Trait a Private-Equity Buyer Pays a Premium For
A firm that owns a defensible niche gets paid a higher multiple than a generalist doing similar numbers.
Advisory September 3, 2026
CRI Names Former PCAOB Chief of Firm Inspections As Director of SEC Services
Timothy Sikes is expected to play a key role in strengthening CRI's capabilities to serve publicly traded clients.
Software September 3, 2026
Why Client Software Costs Don’t Fall When Headcount Does—and What Advisors Should Review
A workforce reduction changes software demand immediately. Contract economics usually change only when the buyer acts before the next commercial deadline.
Technology September 2, 2026
Accrual Takes the Leap Into CAS By Acquiring Puzzle’s Technology
After launching in February, San Francisco-based Accrual is jumping into client accounting services with both feet after acquiring the accounting firm-specific technology and business of Puzzle.
Financial Reporting August 26, 2026
AI Forecasting Jumps Among CFOs, But ROI Remains Elusive
Protiviti notes that among the 77% of finance organizations now employing AI, financial forecasting has emerged as the leading AI use case.
CAS August 20, 2026
The Accountant’s Guide to Agentic ROI
The question for accountants now is: How do you turn ambition around agentic AI into commercial value?
Artificial Intelligence August 19, 2026
How CPA Firms Can Use ChatGPT to Decode Client Behavior
When used strategically, ChatGPT can help CPA firms analyze client feedback, identify recurring concerns, understand changing expectations, and spot patterns that may indicate satisfaction or retention risks.
Advisory August 18, 2026
Tax Planning Isn’t Tax Strategy. And Neither One is a Projection
When we treat tax planning, tax strategy, and tax projections as if they're the same thing, clients get confused, our best work gets buried, and we leave high-quality, high-value work on the table.
Accounting August 18, 2026
Sage Acquires Bangert for Onboarding in Sage Intacct Construction
For customers, this means a faster, more predictable path to Sage Intacct Construction.
CAS August 18, 2026
Is It Real? – AI Productivity Gains – A Top Technology Initiative Article
If you invest some of this time in yourself and some in your clients with Advisory services, you’ll find that AI can provide the benefits promised.
Advisory August 17, 2026
Merging? How to Protect Your SEO and AI Search Visibility
This part of the transition is easy to skip during a merger. But it shapes whether a potential client finds your firm in the first place.