Artificial Intelligence January 28, 2026
What Accountants Need to Know About Agentic AI
Agentic AI is already helping accountants add more value to their services and contribute to the decision-making process for clients.
Accounting January 22, 2026
TaxPlanIQ Founder Releases New Book, ‘The Balanced Millionaire: Advisor Edition’
This comprehensive guide from Dr. Jackie Meyer, CPA, is designed to help accountants, advisors, and firm leaders build seven-figure practices without burnout by aligning profitability, purpose, and personal well-being.
Small Business January 14, 2026
Hard Conversations Every Accountant Should Be Having with Their Small Business Clients
The gap between what your clients need to hear and what you're willing to say could be costing them thousands.
Technology December 18, 2025
CPAClub Launches Guardian Pass for Quality Management Monitoring
CPAClub’s Guardian Pass is an annual subscription designed to help CPA firms plan, execute, and sustain the ongoing and periodic monitoring activities required under the AICPA’s System of Quality Management standards and the PCAOB’s QC 1000.
Technology December 15, 2025
Wolters Kluwer to Launch New CCH Axcess Advisor System
Early access begins this week for an exclusive group of firms through the Early Adopter Program, with full availability planned to follow the 2025 tax season.
Mergers and Acquisitions December 15, 2025
Springline Advisory Acquires Actuarial Resources Corp. in Kansas
The Dallas-based business advisory platform, which provides accounting and advisory services to businesses in the middle market, has acquired Actuarial Resources., an actuarial software and consulting firm in Overland Park, KS.
Advisory December 8, 2025
Building the Next Generation of Global Delivery
The next era of global delivery will be defined by firms that invest in capability, embrace technology‑enabled operating models, and cultivate strategic partnerships.
Risk Management December 1, 2025
The 2026 Risk Outlook: Emerging Exposures and Priorities for CPA Firms
CPA firms that do not evolve their risk management strategies are going to find themselves exposed in ways they might never have anticipated.
Mergers and Acquisitions November 21, 2025
Sax Adds SCL Consulting in Maryland
The top 100 firm has acquired SCL Consulting, a Columbia, MD-based financial consulting firm that specializes in client accounting services, effective Nov. 14.
Firm Management October 23, 2025
Strategic Advisory Council Formed to Advance Innovation and Leadership in Accounting
The council brings together prominent figures from across the accounting, M&A advisory, consulting, and technology innovation sectors to help shape how firms adapt to disruption, consolidation, and the growing influence of AI.
Firm Management October 21, 2025
How AI Agents Enable the Shift to Advisory
Firms that integrate AI agents will scale into advisory faster than those that overlook this opportunity. Accountants who lean on these tools will become even more valuable to the firms they work for.
Small Business October 21, 2025
Can Accounting Firms Act as a Client’s Registered Agent?
Although a CPA’s financial and compliance expertise makes the CPA the ideal candidate for this role, there are certain considerations to address before taking on this responsibility.