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CAS

Avalara Introduces Tax Content Essentials to Simplify Tax Rate Compliance for Growing Businesses

Technology June 4, 2026 

Avalara Introduces Tax Content Essentials to Simplify Tax Rate Compliance for Growing Businesses

ATC Essentials gives businesses the accurate, up-to-date tax rate data they need.

Isaac M. O'Bannon

Featured Articles

May 29, 2026  

Why Risk-Informed Advisory Is Becoming Essential for CPA Firms

May 19, 2026  

Restaurant Accountants: Lunch is Back, and It’s Big Business

April 29, 2026  

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

April 23, 2026  

Infinite Ties Launches the FanCAS-Kit Enabling Tax Firms to Transform Compliance Expertise into Predictable, Year-Round Growth

April 17, 2026  

The Missing Link Between Advisory Marketing and Advisory Sales
Do Gen Z and Young Millennials Speak a Different Language When it Comes to Money?

Financial Reporting March 25, 2026 

Do Gen Z and Young Millennials Speak a Different Language When it Comes to Money?

A new U.S. study from Reach3 Insights finds that 58% of Gen Z and young millennials say financial brand language does not reflect how they actually think or talk about money.

Isaac M. O'Bannon

PwC CEO Says Partners Who Resist AI ‘Have No Place at the Firm’

CAS March 25, 2026 

PwC CEO Says Partners Who Resist AI ‘Have No Place at the Firm’

Paul Griggs said some tax and consulting services will change into AI-powered automated tools that clients could access “without a PwC person in the loop.”

Isaac M. O'Bannon

Why Insurance No Longer Matches the Risk on Your Clients’ Balance Sheets

Small Business March 16, 2026 

Why Insurance No Longer Matches the Risk on Your Clients’ Balance Sheets

Many companies are now retaining a larger first layer of loss and funding that exposure through operating cash flow, existing reserves or borrowing capacity.

The Executive Guide to Lending: What CPAs Need to Know About Today’s Capital Market Shift

CAS February 25, 2026 

The Executive Guide to Lending: What CPAs Need to Know About Today’s Capital Market Shift

For CPAs and advisors, this shift presents both a challenge and an opportunity. Clients are navigating a fundamentally different lending environment than they were just a few years ago.

Structuring Payroll and Distribution in an S Corp: What Accountants Need to Know

Small Business February 25, 2026 

Structuring Payroll and Distribution in an S Corp: What Accountants Need to Know

With their tax benefits and liability protections, S corporations continue to be one of the most popular setups for small to mid-size companies.

Nellie Akalp

Propense Launches 24/7 Agentic AI Client Service Partner for Professional Services Firms

Artificial Intelligence February 24, 2026 

Propense Launches 24/7 Agentic AI Client Service Partner for Professional Services Firms

Hatfield continuously monitors a partner’s book of business, surfacing timely risks, cross-selling opportunities, and meaningful milestones—such as client birthdays and anniversaries.

Isaac M. O'Bannon

 Where AI Is Shifting the Nature of Accounting Work

Firm Management February 23, 2026 

Where AI Is Shifting the Nature of Accounting Work

For lots of accounting firms, AI adoption has unfolded gradually through implementation of a variety of tools that primarily deliver efficiency in focused and meaningful ways.

Bruce Zicari, CPA

 The Future is Fractional: How a Growing Model Is Reshaping the Accounting Profession

Financial Reporting February 23, 2026 

The Future is Fractional: How a Growing Model Is Reshaping the Accounting Profession

This convergence of workforce evolution and business need has created an opportunity that's reshaping how accounting professionals serve businesses: enter the fractional model.

How to Get Small Business Clients to Actually Use Their Financial Statements

Firm Management February 16, 2026 

How to Get Small Business Clients to Actually Use Their Financial Statements

Financial statements aren't the destination, they're the starting point for conversations that actually help clients build better businesses.

Matthew Patrick, CPA

Driving Your Firm’s Growth With Intuit Accountant Suite and Intuit Enterprise Suite

Firm Management February 16, 2026  Sponsored

Driving Your Firm’s Growth With Intuit Accountant Suite and Intuit Enterprise Suite

Intuit Accountant Suite is a step-up from QuickBooks Online Accountant, which will fully transition to Intuit Accountant Suite at the end of this year.

Canopy to Bring Bookkeeping Into Its Practice Management Platform

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.

Jason Bramwell

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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.

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