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

Accounting April 29, 2026 

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

Professionals are starting to reconsider the mega accounting conferences and move toward smaller conferences, niche retreats, and multi-city roadshows.

Richard Roppa-Roberts

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Starting a Business? Don’t Make These 7 Marketing Mistakes

Small Business June 10, 2025 

Starting a Business? Don’t Make These 7 Marketing Mistakes

An expert outlines seven common marketing errors new small business owners make and offers practical advice on how to avoid these pitfalls.

Choosing a Managed Payroll Partner: A Guide for Accounting Firms

Payroll June 9, 2025  Sponsored

Choosing a Managed Payroll Partner: A Guide for Accounting Firms

Managing payroll for your clients takes time, precision, and expertise. But you don’t have to handle it all yourself. Partnering with a managed payroll provider can save time, reduce risks, and help your firm grow.

Live from AICPA Engage 2025 – Check Out Videos from the Exhibition Hall Floor

Firm Management June 9, 2025 

Live from AICPA Engage 2025 – Check Out Videos from the Exhibition Hall Floor

CPA Practice Advisor's managing editor Isaac O'Bannon is making the rounds at the AICPA Engage 2025 conference, interviewing several members and vendors, and discussing technologies that helps firms and their clients be more productive, profitable, accurate and efficient.

Isaac M. O'Bannon

Why Customer Service is Critical in Accounting Software

Technology June 9, 2025 

Why Customer Service is Critical in Accounting Software

As accounting technology continues to evolve, prioritizing customer service ensures solutions not only meet but exceed user expectations, transforming software providers into indispensable partners.

RSM US to Make $1 Billion Investment to Expand AI Strategy

Technology June 9, 2025 

RSM US to Make $1 Billion Investment to Expand AI Strategy

The top five U.S. accounting firm announced Monday a $1 billion investment over the next three years as part of a significant expansion of its artificial intelligence strategy, with plans to integrate agentic AI platforms across the firm's operations and services.

Jason Bramwell

Sage and CPA.com Collab to Enhance Accuracy of Sage Copilot

Technology June 9, 2025 

Sage and CPA.com Collab to Enhance Accuracy of Sage Copilot

The collaboration aims to explore how Sage Copilot can be enhanced with AICPA professional literature and content to further strengthen accuracy, context, and trust for customers navigating complex financial tasks. 

Jason Bramwell

Xero Adds Tap to Pay on iPhone for Small Businesses Using Stripe

Technology June 9, 2025 

Xero Adds Tap to Pay on iPhone for Small Businesses Using Stripe

Xero has launched Tap to Pay on iPhone, enabling small business customers in the U.S. with a Stripe account to securely accept in-person contactless payments with their iPhone and the Xero Accounting app.

Jason Bramwell

Plante Moran Merges in Tonneson + Co. in Massachusetts

Mergers and Acquisitions June 9, 2025 

Plante Moran Merges in Tonneson + Co. in Massachusetts

The top 20 accounting firm said on June 9 that it's merging with Wakefield, MA-based Tonneson + Co., one of the largest accounting firms in the Boston area, effective July 1.

Jason Bramwell

6 Ways to Showcase Your Workplace Culture During Interviews

Payroll June 9, 2025 

6 Ways to Showcase Your Workplace Culture During Interviews

A hiring expert shares six practical ways employers can bring their company culture to life—and leave a lasting impression on high-performing candidates.

Instead Launches AI-Driven Tax Reports

Technology June 9, 2025 

Instead Launches AI-Driven Tax Reports

The tax management platform announced on June 9 the launch of its artificial intelligence-driven tax reports, designed to enhance how business owners and individuals make tax decisions and maximize tax savings.

Jason Bramwell

AuditPro.ai Introduces Turnkey AI Solutions for Auditors, CFOs, and Investors

Auditing June 9, 2025 

AuditPro.ai Introduces Turnkey AI Solutions for Auditors, CFOs, and Investors

AuditPro.ai is an intuitive and affordable assurance platform where accounting and finance professionals can easily discover and quickly benefit from the most advanced technologies. 

Isaac M. O'Bannon

Accounting Thought Leaders Meet to Discuss Challenges Facing Profession

Accounting June 8, 2025 

Accounting Thought Leaders Meet to Discuss Challenges Facing Profession

Tax and accounting professionals, and the businesses they service, are currently facing intense changes in economic dynamics, trade, regulations, technology, state changes in credentialing, and staffing issues.

Isaac M. O'Bannon

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