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.
Firm Management July 13, 2026
Beyond the Scan-and-Populate: Moving AI to the Client-Facing Front Lines
Instead of asking how automation can optimize firm overhead, firm leaders must challenge themselves to ask a more transformative question: How can AI provide real-time, proactive growth strategies that directly benefit your clients?
CAS July 9, 2026
Stop Billing for Data Entry. Start Charging for Judgment
If software does the data entry, what are you selling? The firms with the best answer are pricing past the trend.
Advisory July 7, 2026
The Structured Installment Sale: What CPAs Should Be Telling Business and Real Estate Clients Before They Close
Make the structured installment sale a standard question in every pre-sale conversation.
Small Business July 7, 2026
When No One Has the Full Picture, the Gaps Fill Themselves
The way most SMBs manage travel expenses looks almost exactly the way it did when they had ten employees instead of thirty.
Technology June 30, 2026
TaxStatus Launches New Capability That Turns Tax Records Into Planning Opportunities
TaxStatus unveiled Planning Observations, a new capability that automatically identifies advisory opportunities and advice gaps from a client’s own tax records.
Auditing June 30, 2026
Clients Who Wait for a Financial Audit Notice Pay Far More Than the Engagement Fee
There are practical steps that hold up well regardless of which regulatory framework applies to a given client.
Accounting June 26, 2026
Intuit Connect ON: What You Need to Know About the Latest Platform Innovations
From Intuit QuickBooks core improvements to a reimagined partner program, the throughline was direct: Accountant feedback drives Intuit’s roadmap.
Accounting June 25, 2026
Report Suggests 40% of Workers Have Used AI to Make Fake Expense Receipts
The report found that employees are using AI tools to commit expense fraud, and they’re using AI tools paid for by their employer to do so.
Risk Management June 22, 2026
How Falling Behind on AI Implementation Could Cost Firms Clients and Talent
Firms are at risk of losing 24% of talent within two years if their firms fail to deliver on AI.
Financial Planning June 17, 2026
5 Tips to Build a Healthy Money Mindset and Grow Your Finances
For busy households, consistency matters more than perfection because small wins stack up fast.
Payroll June 17, 2026
How Parents Can Build a Healthy Money Mindset and Grow Their Finances
Family pressures can drain focus, strain relationships, and lead to avoidant decisions that deepen the anxiety.
Technology June 16, 2026
Gusto Rolls Out Suite of AI Agents That Help Accountants Develop and Evolve Their Practice
Gusto has launched six AI agents built for accounting professionals who want to grow their client base, deepen advisory revenue, and scale without adding headcount.