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.
Technology September 10, 2026
Dixie McCurley Named Intuit’s First Managing Partner in Residence
The new role is designed to bring the voice and perspective of accounting firms directly into Intuit’s strategy, innovation, products, and services, the company says.
CAS September 7, 2026
The Client Intelligence Advantage: Fueling High-Value Advisory Growth
Start treating client intelligence as a continuous, firm-wide discipline, rather than an annual survey.
Advisory September 3, 2026
CRI Names Former PCAOB Chief of Firm Inspections As Director of SEC Services
Timothy Sikes is expected to play a key role in strengthening CRI's capabilities to serve publicly traded clients.
Technology September 2, 2026
Accrual Takes the Leap Into CAS By Acquiring Puzzle’s Technology
After launching in February, San Francisco-based Accrual is jumping into client accounting services with both feet after acquiring the accounting firm-specific technology and business of Puzzle.
CAS August 20, 2026
The Accountant’s Guide to Agentic ROI
The question for accountants now is: How do you turn ambition around agentic AI into commercial value?
Accounting August 18, 2026
Sage Acquires Bangert for Onboarding in Sage Intacct Construction
For customers, this means a faster, more predictable path to Sage Intacct Construction.
CAS August 18, 2026
Is It Real? – AI Productivity Gains – A Top Technology Initiative Article
If you invest some of this time in yourself and some in your clients with Advisory services, you’ll find that AI can provide the benefits promised.
Financial Reporting August 11, 2026
The Difference Between Compliance and Defensibility
Firms that handle exams well treat the reasoning behind a decision as part of the decision itself.
Mergers and Acquisitions August 11, 2026
UHY Adds Michigan CFO Associates
Top 30 accounting firm UHY is expanding its CAS capabilities by combining with Michigan CFO Associates, a Clinton Township, MI-based provider of fractional CFO, financial leadership, and strategic advisory services to entrepreneur-led businesses.
CAS August 10, 2026
Spotting R&D Tax Credit Opportunities in Clients’ Custom AI Projects
Most AI adoption will never qualify for the research credit. The exceptions are turning up in ordinary business clients, and the evidence is hardest to assemble once the year has closed.
Firm Management August 7, 2026
What Should Not Become Part of the Client Archive
The mistake is assuming that every piece of information used to reach that outcome must follow the same path.
Small Business August 7, 2026
Report Shows a Fundamental Shift in Ecommerce Fraud
Account takeover attacks rose 78% and card-testing attacks surged 175%, highlighting how AI is accelerating credential theft and identity-based fraud.