Technology March 27, 2026
How Accounting Firms Can Stay Ahead of BSA/AML Expectations
Strong internal controls, clear documentation, and deliberate IT practices help your firm look like a lower‑risk partner to banks.
September 8, 2021
Workday to Acquire Zimit
With Zimit, Workday will provide organizations with a comprehensive quote-to-cash process automation offering for services industries, including communications, media, technology, and professional and business services.
September 8, 2021
2022 Startup Accelerator Broadens Focus to Accounting, ESG and Regulatory Tech
The accelerator is open to pre-Series A startups worldwide. Successful applicants get a deep dive into the accounting profession and access to business intelligence from senior leaders of both the Association and CPA.com, as well as the program’s ...
September 7, 2021
Professionals on the Move – Sept. 9, 2021
Professionals on the move is a round-up of recent promotions in the accounting and tax space.
September 7, 2021
The “Swiss Army CFO” Now Responsible for Environmental Impact, Global Expansion, IPO Readiness
According to the “Swiss Army CFO” report, 99% of CFOs agree their role has become more complex in the last two years. One in three CFOs see Global expansion as their primary goal in 2021 and beyond, and one in four cite ownership for their company’s ...
September 7, 2021
Does Working From Home Negatively Impact Employee Benefits?
Even before the pandemic some CPAs worked from home, running their own small firms providing services for local businesses and individuals. For CPAs who work for larger firms and were in an office setting daily, shifting to remote work was a new ...
September 7, 2021
Sovos Acquires 1099 Pro
Global tax software provider Sovos has acquired California-based 1099 Pro, a leading provider of software and services for tax information reporting, including solutions for 1099 forms, tax identification number (TIN) matching, electronic filing, ...
September 7, 2021
Lessons from History CPAs Don’t Want to Forget
If you don’t know history, you're condemned to repeat it. On the other hand, if you take historical lessons to heart, you can ensure you use them to your advantage. As your firm expands services and works through growing pains, take these bits of ...
September 6, 2021
Client Experience for Today – A Taxing Situation
It is nice to see the last few stressful years fade in the rearview mirror. With the Tax Cuts and Jobs Act (TCJA), handling the pandemic, PPP, PPP2, and the changes in tax deadlines, most practitioners report that these years have been among the ...
September 3, 2021
3 Tax Considerations for Helping Your Client Sell Their Business
After 18 months of economic uncertainty, many business owners who were forced to put their business sale plans on hold are now ready to go forward. It’s critical for CPAs to understand how they can best support their clients through the process of ...
September 3, 2021
How to Build Your Firm Around Niches
As tax and accounting practitioners start or grow their practices, many create a one-size-fits-all service model. “Any client is the right client,” but this approach soon becomes problematic when they realize they are a jack of all trades without a ...
September 2, 2021
ITA Announces New Board of Directors
David Hirschkorn of Eide Bailly LLP elected Board Chair; Dom Pernai of ETHOSystems is new Board Vice-Chair.
September 1, 2021
Professionals on the Move – Sept 1, 2021
Professionals on the move is a round-up of recent promotions in the accounting and tax space.