Advisory May 26, 2026
9 Easy Ways Firms Can Celebrate Client Loyalty and Milestones
These small, repeatable touchpoints are how strengthening client relationships turns into long-term resilience and growth.
Technology May 18, 2026
CLA Unveils CLA One Digital Service for Clients
The top 15 firm has launched CLA One Digital, a unified digital services offering designed to help clients modernize operations, reduce risk, and achieve measurable business outcomes.
Technology May 13, 2026
Wolters Kluwer Says CCH Axcess Advisor is Now Readily Available to Firms
Wolters Kluwer Tax & Accounting said Wednesday that CCH Axcess Advisor is now commercially available to U.S. firms that are moving away from compliance‑centric work to an advisory service model.
Tax Planning May 12, 2026
TaxPlanIQ Presents Weekly Tax Strategy Hour for Tax Pros
The Strategy Hour, which will be held on Wednesdays beginning May 20, brings in a different specialist each week to walk through a single, high-impact tax planning strategy in depth.
Accounting May 12, 2026
Boomer Consulting Launches Two New Peer Communities
The Boomer Tax Leader and Audit Leader Circles connect forward-thinking professionals in dedicated, role-specific communities to collaborate on the accounting profession’s most pressing challenges.
Technology May 7, 2026
Fieldguide Earns AIUC-1 Certification
Fieldguide, an agentic AI-native platform for audit and advisory, announced May 6 that its AI agents, Field Agents, have achieved AIUC-1 certification from the Artificial Intelligence Underwriting Company.
Risk Management May 5, 2026
COSO Releases Guidance on Enterprise Risk Management
New research from the Committee of Sponsoring Organizations of the Treadway Commission outlines practical steps for moving enterprise risk management from documentation to action.
Advisory May 1, 2026
The Dark Season: Why Q2 ‘Rest’ is Your Firm’s Biggest Growth Barrier
The second quarter is the quarter your firm was built to grow in. Every year you treat it as a recovery period after tax season is a year you gave away the growth on purpose.
Mergers and Acquisitions April 30, 2026
Wipfli Adds Risk Management Firm CompliancePoint
CompliancePoint, a provider of risk management services focused on information security, data privacy, and regulatory compliance, will join Wipfli in a transaction expected to close on May 1, the top 25 accounting firm said on Thursday.
Advisory April 30, 2026
TaxPlanIQ Reveals Plans for Tax Advisory Summit 2026
TaxPlanIQ, a tax planning software platform built for advisory-focused accounting firms, has announced its 2026 Tax Advisory Summit: Building the Firm of the Future with Higher Fees & Less Stress.
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.
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.