Advisory April 24, 2026
5 M&A Signals CPAs Should Be Watching for Their Clients in 2026
The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.
Technology May 17, 2024
IRIS Acquires Utah-Based Swipeclock
Swipeclock is known for its cloud workforce management solutions, such as WorkforceHub and ApplicantStack, for SMBs.
Small Business May 17, 2024
Sales Tax Exemption Certificate Management Remains a Risk Factor for Many Businesses
Automation technologies have evolved to meet these challenges, and adept professionals have honed their skills to guide clients through these complex tasks.
Accounting Technology Lab Podcast May 17, 2024
The Accounting Technology Lab Podcast – Review of MakersHub.ai – May 2024
Brian and Randy look at MakersHub.ai, an automated AP system serving construction, construction services, industrial contractors, automation, and manufacturers, as well as bookkeepers and accounting professionals who serve these clients.
Accounting May 17, 2024
New Tech for Accounting Firms Get Spotlight at 2024 Conferences
Solving client issues by leveraging your team member’s expertise is one of the best ways to have a rewarding career and life.
Firm Management May 17, 2024
Canopy Secures $35 Million in Funding to Enhance AI-Powered Practice Management for Accounting Firms
The $35 million investment will be channeled towards doubling down on Canopy’s vision for leveraging AI to make firms exponentially more efficient.
Small Business May 16, 2024
Lili Launches New Accountant AI for Small Business Financial Management
Lili also partnered with Amazon Bedrock to ensure Accountant AI has robust privacy and security measures to keep businesses’ data safe from potential leaks or misuse.
Accounting Standards May 16, 2024
AICPA Auditing Standards Board Approves Revisions to Attestation Standards
The changes are intended to align them with the AICPA standards pertaining to quality management, and related financial statement audit and non-audit standards.
Accounting May 16, 2024
Updated CPA Pipeline Report Show Top Reasons Some Decide Not to Pursue Credential
Among all respondents surveyed, “time” emerged as the top-ranked challenge—or deterrent—to becoming a CPA.
Taxes May 16, 2024
Global Minimum Tax: 3 Key Priorities for U.S. Multinationals
U.S.-based multinational companies can emerge not just compliant but better positioned in a post-global minimum tax world.
Firm Management May 16, 2024
TaxDome Rolls Out Client-Facing Status Feature, Elevating Project Transparency and Communication
This addition to the TaxDome platform is designed to enhance transparency, foster trust, and streamline communication between tax firms and their clients.
Firm Management May 16, 2024
Baker Tilly to Acquire Top 100 Firm Seiler in California
The deal is the Chicago-based top 10 firm's first since it announced receiving a large private equity investment in February.
May 16, 2024
Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax’s Employee-based Model
Since closing the acquisition, $400 million in GA client assets have been onboarded to the Avantax platform, and 10 GA employees are now W-2 employees of Avantax.