CAS July 22, 2026
How Firm Principals Work Themselves Out of a Job
Giving yourself time to work on the business instead of in the business is essential.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Accounting Technology Lab Podcast December 12, 2025
Intuit QuickBooks Desktop Pricing and Open AI Relationship – The Accounting Technology Lab Podcast – Dec. 2025
In this episode of The Accounting Technology Lab, hosts Randy Johnston and Brian Tankersley analyze Intuit’s recent announcements following Intuit Connect, focusing on major QuickBooks Desktop (QBD) price increases, and Intuit’s reported $100 million annual relationship with OpenAI. The Accounting Tech Lab is an ongoing series that explores the intersection of public accounting and technology.
Accounting Technology Lab Podcast December 12, 2025
What Is CAS (Client Advisory Services)? – The Accounting Technology Lab Podcast – Oct. 2025
Accounting technologist Randy Johnston and Brian Tankersley, CPA, discuss Client Advisory Services and how they have helped transform firms into being a valuable partner to clients throughout the year, as well as providing firms with steadier, year-round revenue streams.