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9 Easy Ways Firms Can Celebrate Client Loyalty and Milestones

Advisory May 26, 2026 

9 Easy Ways Firms Can Celebrate Client Loyalty and Milestones

These small, repeatable touchpoints are how strengthening client relationships turns into long-term resilience and growth.

Adam Taylor

Featured Articles

May 26, 2026  

Why Accounting Burnout Spikes in Summertime (Even Though It’s Supposed to Slow Down)

May 26, 2026  

78% of Tax Pros Say Tax Season Negatively Impacts Personal and Professional Life

May 25, 2026  

National Taxpayer Advocate Erin Collins to Join Tax Retreat 2026 in San Antonio

May 22, 2026  

Karen Waga Named AAM’s 2026 Marketer of the Year

May 22, 2026  

Regulatory Complexity is Top Tax Risk Heading Into the Next 12 Months, BDO USA Survey Finds
Illinois Legislature Passes Bill That Creates New CPA Licensure Pathways

Accounting May 29, 2025 

Illinois Legislature Passes Bill That Creates New CPA Licensure Pathways

Legislation that creates additional pathways to becoming a CPA in Illinois awaits Gov. JB Pritzker's signature after the bill was passed in the state House in April and the state Senate last week.

Jason Bramwell

Sage Scales Embedded Services to North America and Europe

Accounting May 29, 2025 

Sage Scales Embedded Services to North America and Europe

Embedded Services aims to equip platform partners with capabilities that deepen customer engagement, drive loyalty, and unlock sustainable growth through enhanced user experiences.

Isaac M. O'Bannon

Automating 1099 Compliance Enhances Firm Value to Clients

Advisory May 29, 2025 

Automating 1099 Compliance Enhances Firm Value to Clients

International accounting firm Armanino has implemented a 1099 and W-9 compliance system to relieve the burden on its clients, reduce risks, simplify filing processes, and create a strategic year-round plan for maintaining vendor information collection and management.

Isaac M. O'Bannon

Finance Leaders Plan to Increase Use of Agentic AI in Next Year

Accounting May 28, 2025 

Finance Leaders Plan to Increase Use of Agentic AI in Next Year

When looking at team resources and structure, 33% of respondents said they will consider hiring new team members to manage economic volatility, with 24% considering restructuring.

Isaac M. O'Bannon

Media Agencies Turn to AI to Strengthen Financial Health and Cash Flow, AvidXchange Survey Reveals 

Accounting May 28, 2025 

Media Agencies Turn to AI to Strengthen Financial Health and Cash Flow, AvidXchange Survey Reveals 

Agencies cited revenue growth (92%), data protection (91%), and fraud prevention (88%) as vital to financial stability. Cash flow, improved invoicing, talent management, and operational efficiency also ranked as important contributors.

Isaac M. O'Bannon

Cherry Bekaert Rolls Out Finance Modernization Solution Aimed at Middle-Market CFOs

Technology May 28, 2025 

Cherry Bekaert Rolls Out Finance Modernization Solution Aimed at Middle-Market CFOs

The top 25 accounting firm's new finance modernization solution is designed to help mid-market businesses and CFOs streamline operations and technology integration for confident growth.

Jason Bramwell

Emburse Launches Travel and Expense Analytics Solution

Technology May 28, 2025 

Emburse Launches Travel and Expense Analytics Solution

Emburse's new solution for travel and expense analytics is designed to help businesses optimize spend, enforce compliance, and unlock insights that drive smarter decision making. 

Jason Bramwell

Paycom Enhances AI-Powered Ask Here Tool

Technology May 28, 2025 

Paycom Enhances AI-Powered Ask Here Tool

Paycom has enhanced its Ask Here tool, which uses artificial intelligence to produce answers to employee questions, reducing response times and administrative burdens for businesses.

Jason Bramwell

Fraud21

Small Business May 27, 2025 

Hidden Gaps in Crime Insurance Can Devastate a Balance Sheet

Fraud is not just a security risk; it's a financial reality. And whether your organization can withstand it often hinges on whether your crime insurance policy covers what you think it does.

simplify_finances_1_.544a74d4e8bf9

Advisory May 27, 2025 

Women Are More Concerned Over Personal Finances than Men

Men also had a more positive outlook on their financial situation over the next 12 months (39% thought it would be better than the previous 12 months, compared to 27% of women).

Isaac M. O'Bannon

BDO Launches $1 Billion AI Strategy

Firm Management May 27, 2025 

BDO Launches $1 Billion AI Strategy

BDO began piloting potential tools and approaches in early 2023. Since then, BDO has achieved several business milestones in key commitment areas and seamlessly embedded AI in its operations and client service models.

Isaac M. O'Bannon

10 States With the Highest and Lowest Job Vacancy Growth Rates

Payroll May 27, 2025 

10 States With the Highest and Lowest Job Vacancy Growth Rates

A study from Keller Executive Search looks at job vacancy trends, comparing the job openings rate from 2019 through 2024 to shed light on the states with booming job markets and those facing hiring challenges.

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