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SOC2 Logo Revised 3  591b2ae4dbc8a

AICPA October 29, 2026 

AICPA Proposes Update of SOC 2 Trust Services Criteria to Enhance the Relevance, Usability and Value of CPAs’ Reports

The AICPA’s SOC 2 Working Group is seeking public comment on the exposure draft through Jan. 15, 2027.

Featured Articles

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IRS Issues FAQs on Tax Relief for Dyed Diesel Fuel Highway Use

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The Five Stages of Selling Your Firm

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The Answer to Gray Area Expenses Isn’t More Rules

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Before You Rewrite for GEO, Make Sure You Own Your Firm’s Website

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Helping Profitable Clients Understand Where Their Cash Went
Doeren Mayhew Adds Carson & McKinney CPAs in Tennessee

Mergers and Acquisitions October 7, 2025 

Doeren Mayhew Adds Carson & McKinney CPAs in Tennessee

The Troy, MI-based top 50 accounting firm is making more moves in the Nashville market by acquiring Carson & McKinney CPAs in a deal that was finalized last month.

Jason Bramwell

 OPINION: As AI Use in Accounting Firms Grows, Keep a Cautious Approach

Artificial Intelligence October 7, 2025 

OPINION: As AI Use in Accounting Firms Grows, Keep a Cautious Approach

Questions on how to best use AI persist, alongside concerns over privacy and accuracy, especially when AI is marketed as a replacement for human expertise.

NetSuite and BILL Partner to Accelerate Accounts Payable Processes 

Technology October 7, 2025 

NetSuite and BILL Partner to Accelerate Accounts Payable Processes 

The new BILL-powered payment automation capability, which is embedded in NetSuite Intelligent Payment Automation, helps customers accelerate accounts payable processes, increase efficiency, and reduce risk.

Isaac M. O'Bannon

Forvis Mazars Tops Industry Average Net Promoter Score

Firm Management October 7, 2025 

Forvis Mazars Tops Industry Average Net Promoter Score

NPS is a widely recognized metric that measures client loyalty and satisfaction based on their likelihood to recommend a company’s services.

Isaac M. O'Bannon

Bloomberg Tax & Accounting Unveils Tax Credits and Incentives Tool

Technology October 7, 2025 

Bloomberg Tax & Accounting Unveils Tax Credits and Incentives Tool

The Bloomberg Tax Credits & Incentives Tool, powered by Incentify, offers practitioners an integrated discovery engine with comprehensive access to federal, state, and zone-specific incentives.

Jason Bramwell

Verito Expands Managed IT Services for Accounting Firms

Technology October 7, 2025 

Verito Expands Managed IT Services for Accounting Firms

Verito said Oct. 6 that it's now offering its managed IT services to larger, multi-office CPA and tax firms, eliminating downtime, solving cybersecurity challenges, and boosting productivity.

Jason Bramwell

Report Shows C-Suite Distance Can Hinder Strategic Value in B2B Payments

Small Business October 7, 2025 

Report Shows C-Suite Distance Can Hinder Strategic Value in B2B Payments

70% of respondents indicated the B2B AP processes were at least half manually operated, and almost 70% for AR.

Isaac M. O'Bannon

Xero Adds New Features to AI Financial Agent ‘JAX’

Accounting October 7, 2025 

Xero Adds New Features to AI Financial Agent ‘JAX’

The global small business platform Xero has announced the next evolution of its AI financial superagent JAX (Just Ask Xero)—built on Xero’s agentic platform.

Isaac M. O'Bannon

CohnReznick Opens New Downtown San Francisco Office

Firm Management October 7, 2025 

CohnReznick Opens New Downtown San Francisco Office

The building, at the corner of California and Front streets, is a 17-story Class A office tower strategically located in the city’s central business district.

Isaac M. O'Bannon

Ramp Launches Accounts Payable Agents

Technology October 7, 2025 

Ramp Launches Accounts Payable Agents

Ramp announced Agents for AP, specialized AI agents to automate the most manual and time-consuming parts of accounts payable: invoice coding, invoice approval, and payment processing.

Jason Bramwell

State CPA Society News & Updates – Sept. 2025

Accounting October 7, 2025 

State CPA Society News & Updates – Sept. 2025

State CPA Society News & Updates is a selection of recent announcements and initiatives by CPA associations in the United States and its territories.

Mary Girsch-Bock

Executive Leaders Doubling Down on Agility, Technology, and Talent

Small Business October 7, 2025 

Executive Leaders Doubling Down on Agility, Technology, and Talent

Nearly two-thirds of executives reported significant macroeconomic headwinds in 2025, yet more than half have already increased capital, operating, and tech investments to build resilience.

Isaac M. O'Bannon

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