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.
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.
Advisory November 3, 2026
Selling Advice, Not Hours: Packaging Advisory Services Clients Understand
Stop giving the best thinking away for free in hallways. Give it a name. Give it a shape. Give it a price.
Technology November 3, 2026
Levvy Announces New Connection to Claude and ChatGPT
Practice management software provider Levvy announced new Levvy AI capabilities on Nov. 3, including a new connection to popular AI assistants Claude and ChatGPT.
CAS October 29, 2026
Helping Profitable Clients Understand Where Their Cash Went
A profitable month can end with an awkward question from a client: How are we going to cover payroll?
CAS October 27, 2026
Before You Add Clients, Fix the Bookkeeping Workflow
Take the ten clients who cause the most late nights, document their close, change one handoff, and see whether turnaround improves.
Financial Reporting October 26, 2026
Chapter 11 Warning Signs: What the Client’s CPA Sees First
The client's CPA often sees financial distress in the records months before a lender acts. A short early warning system turns those observations into decisions while the company still has options.
CAS October 23, 2026
7% of Older Americans Say Working is Still Financially Necessary
Respondents cite the high cost of living, concerns that Social Security will change, rising Medicare or healthcare costs.
Small Business October 23, 2026
The Chapter 11 Pre-Filing Data Package: What the Accountant Must Provide
For a small company, Chapter 11 is a last chance to reorganize rather than liquidate, and the first weeks set the course.
Small Business October 22, 2026
The Smart Way to Scale Compliance Services at Your Firm
The firms best positioned for growth won’t necessarily be those that offer the most services or employ the largest teams. They’ll be the ones that recognize which work requires their expertise.
Technology October 21, 2026
superglue and Artifact Partner to Take Firms From Client Onboarding to First Close with AI
The two companies say they are giving accounting firms an AI-native path for each new client: from system setup and data migration through to the first month-end close.
Technology October 20, 2026
New Tool X-Rays a CPA Firm’s Website the Way a CAS Buyer Does—in About a Minute
Accountaneur Advisory has introduced TrueCAS, a new online, AI-assisted engine built for CPA and accounting firm owners who do client advisory services work and can't understand why it's not selling.
Financial Reporting October 13, 2026
Helping Clients Remove Complexity From Their Accounting Processes
Once the current process is visible, you can identify the problems, design a better future state and determine which improvements will actually move the organization toward it.