Advisory April 17, 2026
How Automating Client Compliance Can Free Up Billable Hours
Automating client compliance obligations allows accounting firms to move beyond transactional work and instead operate as a true advisory partner.
Advisory April 17, 2026
Building a Tax Practice Clients Rely on All Year
With the digital transformation bringing automation into the tax process, now is the perfect time to transform your tax practice with client advisory services.
CAS April 8, 2026
Accounting Firms Need Industry-Specific Go-to-Market Strategies for Their Business Clients
Clients increasingly seek advisors who understand their industry’s regulatory environment, competitive pressures, economic cycles, and operational nuances.
Advisory April 6, 2026
States Pay Deloitte, Others Millions to Comply with Trump Law to Cut Medicaid Rolls
States are paying contractors such as Deloitte, Accenture, and Optum millions of dollars to help them comply with the One Big Beautiful Bill Act—a law that will strip safety-net health and food benefits from millions.
Taxes February 26, 2026
Why Your Exporter Clients Need to Hear About IC-DISC Right Now
For CPAs and advisors, the Interest-Charge Domestic International Sales Corporation represents both a high-value client service and a practical tax strategy to offset tariff impacts. Here’s what you need to know to start those conversations.
Technology February 2, 2026
Fieldguide Raises $75M Series C Round to Boost Audit and Advisory Firms’ Agentic AI Capabilities
The financing brings Fieldguide’s total funding to $125 million and values the San Francisco-based company, which provides an agentic AI platform for audit and advisory, at $700 million.
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.