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Advisory

Smaller Rooms, Bigger Impacts – Small Conferences and Retreats Help Build the Profession

Accounting April 29, 2026 

Smaller Rooms, Bigger Impacts – Small Conferences and Retreats Help Build the Profession

Professionals are starting to reconsider the mega accounting conferences and move toward smaller conferences, niche retreats, and multi-city roadshows. (Image from taxretreat.org)

Richard Roppa-Roberts

Featured Articles

April 24, 2026  

5 M&A Signals CPAs Should Be Watching for Their Clients in 2026

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
Riveron Acquires Eden Data for Risk Advisory Solutions

Risk Management October 15, 2025 

Riveron Acquires Eden Data for Risk Advisory Solutions

Eden Data has nearly 60 professionals with deep expertise in GRC, technology, and cybersecurity. The company specializes in compliance frameworks, including SOC 2, ISO 27001, PCI, and many others.

Survey: CFOs Are Trimming Overhead, But Not Revenue Growth Expectations in 2026

Financial Planning October 15, 2025 

Survey: CFOs Are Trimming Overhead, But Not Revenue Growth Expectations in 2026

CFOs are entering the 2026 budget cycle with a clear mandate to balance growth ambitions with disciplined cost management amid economic uncertainty.

Deloitte, Other Contractors Pressed by Senators on Errors in Medicaid Eligibility Systems

Advisory October 14, 2025 

Deloitte, Other Contractors Pressed by Senators on Errors in Medicaid Eligibility Systems

Failures have resulted in the erroneous loss of health coverage and other vital safety-net benefits for low-income people. Malfunctions in those systems can cost millions and take years to fix.

business-finances-33557101

Financial Planning October 11, 2025 

Poll Shows 75% Think Financial Education In Schools Would Help

They said their current quality of life would be better had they had the opportunity to take it, and that it would better prepare students for life after graduation.

Isaac M. O'Bannon

Business Execs Put Cybersecurity and Risk Management Among Top Three Tech Objectives, Grant Thornton Says

Technology October 10, 2025 

Business Execs Put Cybersecurity and Risk Management Among Top Three Tech Objectives, Grant Thornton Says

The third and final installment of top 10 firm Grant Thornton's Digital Transformation survey found that embedding cybersecurity, resilience, and real-time compliance into technology strategies can help organizations stay agile and innovate.

Jason Bramwell

Accounting Firms Are Choosing Transformation Over Tactics, Wolters Kluwer Report Says

Firm Management October 9, 2025 

Accounting Firms Are Choosing Transformation Over Tactics, Wolters Kluwer Report Says

In a profession that is rapidly evolving due to AI, cloud integration, and heightened client expectations for deeper insights, firms worldwide are moving beyond tactical responses to embrace strategic transformation.

Jason Bramwell

Report Shows C-Suite Distance Can Hinder Strategic Value in B2B Payments

Small Business October 7, 2025 

Report Shows C-Suite Distance Can Hinder Strategic Value in B2B Payments

70% of respondents indicated the B2B AP processes were at least half manually operated, and almost 70% for AR.

Isaac M. O'Bannon

Fears of a Trillion Dollar AI Bubble are Growing

Financial Planning October 7, 2025 

Fears of a Trillion Dollar AI Bubble are Growing

The financing is coming from venture capital, debt and, lately, some more unconventional arrangements that have raised eyebrows on Wall Street.

Unemployed_College_Grads_1_.5436967dc0382

Advisory October 6, 2025 

Beyond 529s: How Grandparents Can Help Pay for College

Under a recent change in the FAFSA (Free Application for Federal Student Aid), funds supplied by a grandparent through a 529 are not reported as student income, so the grandchild’s eligibility for federal aid is not impacted.

business-loans111

Advisory October 6, 2025 

4 Tips for Borrowing Money from Friends or Family

It’s great to have people who care about you AND who have a bank balance. But before you pocket that extra cash, here are some tips that will put both you and your lender at ease regarding the loan.

Gail Perry

BILL Launches Operating Account to Streamline Payments and Optimize Cashflow

Technology October 2, 2025 

BILL Launches Operating Account to Streamline Payments and Optimize Cashflow

Businesses like Dr. Squatch are harnessing BILL Cash Account to earn more and pay faster.

Isaac M. O'Bannon

Why Buying AI Tools Isn’t an AI Strategy—And What Actually Works

Advisory October 2, 2025 

Why Buying AI Tools Isn’t an AI Strategy—And What Actually Works

79% of professionals believe AI will transform our industry within five years, yet only 14% of firms have developed actual AI strategies.

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