Technology September 8, 2026
Centri will leverage the Fieldguide platform to further standardize client engagements, increase collaboration and provide clients with greater visibility.
CAS September 7, 2026
Start treating client intelligence as a continuous, firm-wide discipline, rather than an annual survey.
Firm Management September 4, 2026
The right answer depends on the function, the organization’s priorities and the level of control, resilience and scalability required.
Software September 3, 2026
A workforce reduction changes software demand immediately. Contract economics usually change only when the buyer acts before the next commercial deadline.
Artificial Intelligence August 19, 2026
When used strategically, ChatGPT can help CPA firms analyze client feedback, identify recurring concerns, understand changing expectations, and spot patterns that may indicate satisfaction or retention risks.
Advisory August 18, 2026
When we treat tax planning, tax strategy, and tax projections as if they're the same thing, clients get confused, our best work gets buried, and we leave high-quality, high-value work on the table.
Technology August 13, 2026
"They mark our clearest step yet toward building the agentic firm, where AI amplifies practitioner expertise across every stage of an engagement," said Jin Chang, co-founder and CEO of Fieldguide.
Firm Management August 12, 2026
Koltin Consulting Group ranked No. 2,117 in the list of the fastest-growing private companies in America, based on revenue growth over the past three years.
Financial Reporting August 11, 2026
Firms that handle exams well treat the reasoning behind a decision as part of the decision itself.
Technology August 11, 2026
A tax planning and advisory platform serving accounting firms across the U.S., TaxPlanIQ posted 562% three-year revenue growth to earn its place among this year’s honorees.
CAS August 4, 2026
An advisor's role is not deciding for owners, but revealing how choices impact cash flow before commitments are made.
Firm Management July 30, 2026
Here is the ugly truth we need to address: you aren't raising your fees fast enough, and it is entirely because you are focused on the wrong things.