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 August 13, 2026
Fieldguide Rolls Out Field Financials and Fieldguide MCP
"They mark our clearest step yet toward building the agentic firm, where AI amplifies practitioner expertise across every stage of an engagement," said Jin Chang, co-founder and CEO of Fieldguide.
Firm Management August 12, 2026
Koltin Consulting Group Makes 2026 Inc. 5000
Koltin Consulting Group ranked No. 2,117 in the list of the fastest-growing private companies in America, based on revenue growth over the past three years.
Financial Reporting August 11, 2026
The Difference Between Compliance and Defensibility
Firms that handle exams well treat the reasoning behind a decision as part of the decision itself.
Mergers and Acquisitions August 11, 2026
UHY Adds Michigan CFO Associates
Top 30 accounting firm UHY is expanding its CAS capabilities by combining with Michigan CFO Associates, a Clinton Township, MI-based provider of fractional CFO, financial leadership, and strategic advisory services to entrepreneur-led businesses.
CAS August 10, 2026
Spotting R&D Tax Credit Opportunities in Clients’ Custom AI Projects
Most AI adoption will never qualify for the research credit. The exceptions are turning up in ordinary business clients, and the evidence is hardest to assemble once the year has closed.
Firm Management August 7, 2026
What Should Not Become Part of the Client Archive
The mistake is assuming that every piece of information used to reach that outcome must follow the same path.
Small Business August 7, 2026
Report Shows a Fundamental Shift in Ecommerce Fraud
Account takeover attacks rose 78% and card-testing attacks surged 175%, highlighting how AI is accelerating credential theft and identity-based fraud.
Financial Planning September 3, 2026 Sponsored
Archived Webcast: Estate Planning After OBBBA: Turning Theory into Practice
With the passage of OBBBA and the shift to a $15 million basic exclusion amount, the estate planning landscape entering 2026 and beyond presents both unique opportunities and substantial challenges for taxpayers and their advisors.
CAS August 4, 2026
Helping Clients Make Better Cash Flow Decisions
An advisor's role is not deciding for owners, but revealing how choices impact cash flow before commitments are made.
Small Business July 30, 2026
Retail Theft Evolves as Shoplifting Declines but Fraud Schemes Evolve
Retailers experienced a 12.4% decrease in shoplifting and an 8.1% drop in merchandise theft in 2025 compared with 2024, but ...
Firm Management July 30, 2026
Stop Being the Highest-Paid Employee at Your Own Firm
Here is the ugly truth we need to address: you aren't raising your fees fast enough, and it is entirely because you are focused on the wrong things.
CAS July 29, 2026
Non-Deductible IRAs: A Sound Way to Save Even More for Retirement
You may want to rely on a nondeductible IRA to supplement contributions to an employer-provided plan.