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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 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

October 24, 2026  

Three Rules for Junior Accountants Competing With AI
Private Equity Wire Names CohnReznick Best Audit Firm – Middle Market

Accounting November 21, 2022 

Private Equity Wire Names CohnReznick Best Audit Firm – Middle Market

The Private Equity Wire US Awards program was created to recognize “excellence among fund managers and service providers in the US across a wide range of categories.”

Lockstep-Registered-Trademark-Website-Logo[1]

Technology November 21, 2022 

Lockstep Inbox Now Offers Certified Gmail Integration

Lockstep Inbox-certified integrations enhance the security, applicability, and usability of the overall product.

txcpa 2019 5c51e0c55a475

Accounting November 21, 2022 

Texas Society of CPAs Celebrates CPA Week

During the past two weeks, 67 TXCPA volunteer members provided more than 50 career presentations and reached more than 1,335 Texas students.

Professionals on the Move – Nov. 23, 2022

Accounting November 21, 2022 

Professionals on the Move – Nov. 23, 2022

Professionals on the Move is a round-up of recent hiring and promotion announcements from around the tax and accounting space.

Mary Girsch-Bock

Zelle Users Are Circumventing an IRS Tax Rule to Their Advantage

Taxes November 18, 2022 

Zelle Users Are Circumventing an IRS Tax Rule to Their Advantage

Zelle says the new IRS 1099-K reporting rules for third-party payment processors do not apply to them.

Jason Bramwell

Baker Tilly Acquires Tax Consultancy Firm ACG

Firm Management November 18, 2022 

Baker Tilly Acquires Tax Consultancy Firm ACG

ACG’s 50 professionals will join Baker Tilly once the deal goes into effect on Dec. 1.

Jason Bramwell

Team Collaboration Strategies for Remote Accounting Firms

Firm Management November 18, 2022 

Team Collaboration Strategies for Remote Accounting Firms

Remote or hybrid work comes with major changes and perhaps, the most obvious one is in how teams collaborate. 

Shahram Zarshenas

The Technology Lab Podcast – Review of SmartVault – Nov. 2022

November 18, 2022 

The Technology Lab Podcast – Review of SmartVault – Nov. 2022

Randy Johnston and Brian Tankersley, CPA.CITP, CGMA, review SmartVault, an all-in-one solution for online document storage and secure file sharing.

Brian Tankersley, Randy Johnston

How Firms Can Move to, or Optimize, Advisory Services

Advisory November 18, 2022 

How Firms Can Move to, or Optimize, Advisory Services

Advisory services are a more fundamental change to the actual services that a firm provides.

Isaac M. O'Bannon

Unprofitable Startups May Owe 2022 Taxes

November 18, 2022 

Unprofitable Startups May Owe 2022 Taxes

A provision in the Tax Cuts and Jobs Act (TCJA) changes how tax law treats research and development expenses ... pushing many money losing startups into owing taxes.

Vanessa Kruze

Companies Say DE&I Is Essential, But Few Dedicate Resources to It

November 17, 2022 

Companies Say DE&I Is Essential, But Few Dedicate Resources to It

New study from the Society for Human Resource Management and Boston College examines workplace equity.

HBB Accounting Partners With Largest Travel Nursing Group on Facebook

Accounting November 17, 2022 

HBB Accounting Partners With Largest Travel Nursing Group on Facebook

HBB Accounting has partnered with "Traveling Nurse Jobs $5000 a Week and Up," the largest Facebook travel nursing group in the U.S.

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