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The 2026 AI Finance Stack 

Accounting October 6, 2026 

The 2026 AI Finance Stack 

73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.

Daniel Kivatinos

Featured Articles

October 25, 2026  

Halloween Spending Expected to Hit $13.5 Billion

October 24, 2026  

A Corrected Tax Document Arrived After Review. What Needs to Reopen?

October 24, 2026  

Offer in Compromise, Installment Agreement or Currently Not Collectible: Helping Clients Pick the Right IRS Path

October 24, 2026  

MFA Fatigue is Real. Turning It Off is Not an Option for Tax and Accounting Firms

October 24, 2026  

ClicData Launches MCP Server to Bring Trusted Business Data to AI Assistants for Midmarket Teams
CRI Expands Into Oklahoma After Merger with Stanfield + O’Dell

Firm Management February 2, 2023 

CRI Expands Into Oklahoma After Merger with Stanfield + O’Dell

Carr, Riggs & Ingram now has its first location in Oklahoma after combining with Tulsa-based Stanfield + O’Dell.

Jason Bramwell

cbiz-accounting-tax-and-advisory-services-squarelogo-1389086953383[1]

Firm Management February 2, 2023 

CBIZ Acquires Top 100 Accounting Firm Somerset

Somerset has been providing accounting, tax, and financial advisory services to clients in a wide array of industries for more than 60 years.

Isaac M. O'Bannon

Florida CEO Gets 32 Months in Prison for Tax Evasion

Taxes February 2, 2023 

Florida CEO Gets 32 Months in Prison for Tax Evasion

To conceal the fraud scheme from the second company and evade taxes on his income for those years, Cory invented fictitious owners, made false representations to his employer, and falsified emails and ...

The Technology Lab Podcast – Review of Hubdoc – Feb. 2023

Accounting Technology Lab Podcast February 2, 2023 

The Technology Lab Podcast – Review of Hubdoc – Feb. 2023

Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA review Hubdoc, an online tool that helps businesses and firms digitize and automate the management of financial documents, receipts and invoices, and import them into accounting systems.

Brian Tankersley, Randy Johnston

Outsourcing is a Tool Being Used More by Corporate Tax Executives

February 2, 2023 

Outsourcing is a Tool Being Used More by Corporate Tax Executives

83% of chief tax officers are planning to use outsourcing, cosourcing, or managed service alliances this year.

Jason Bramwell

State CPA Societies in Action: California Society of CPAs

Accounting February 2, 2023 

State CPA Societies in Action: California Society of CPAs

CalCPA proactively drives evolution within the accounting profession by promoting business growth and integrity, protecting public interests, and positively impacting the community to deliver a better future for all.

Mary Girsch-Bock

Companies With Job Openings Are Cutting Degree Mandates

Payroll February 1, 2023 

Companies With Job Openings Are Cutting Degree Mandates

64% of hiring managers say the bachelor’s degree requirement was eliminated to increase applicants.

Jason Bramwell

valentines-day-JillWellington-Pixabay

Small Business February 1, 2023 

Consumers Plan to Increase Valentine’s Day Spending to Nearly $26 Billion

Consumers are expected to spend $25.9 billion on Valentine’s Day this year, up from $23.9 billion in 2022 and one of the highest spending years on record.

Top 50 Firms Berdon and Citrin Cooperman Say They Are Uniting

Firm Management February 1, 2023 

Top 50 Firms Berdon and Citrin Cooperman Say They Are Uniting

Citrin acquired the nonattest business of Berdon; Berdon will continue to provide attestation services to clients.

Jason Bramwell

6 Time Management Tips for Accountants

Accounting February 1, 2023 

6 Time Management Tips for Accountants

Mastering time management is crucial for every accountant. Learning how to prioritize tasks, leverage technology, plan for complex projects and streamline meetings can go a long way in ...

John Graziano

From RMDs to Student Debt, SECURE 2.0 Offers a Lot

February 1, 2023 

From RMDs to Student Debt, SECURE 2.0 Offers a Lot

While the law contains nearly one-hundred new retirement provisions, following is a summary of some of the most notable changes ...

Daniel F. Rahill

SobelCo Team Members Join CLA, Establishing New Jersey Offices

Firm Management February 1, 2023 

SobelCo Team Members Join CLA, Establishing New Jersey Offices

The New Jersey accounting firm SobelCo has joined CLA (CliftonLarsonAllen LLP), the eighth largest accounting firm in the United States, effective February 1, 2023.

Isaac M. O'Bannon

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