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.
Small Business March 16, 2026
Why Insurance No Longer Matches the Risk on Your Clients’ Balance Sheets
Many companies are now retaining a larger first layer of loss and funding that exposure through operating cash flow, existing reserves or borrowing capacity.
Financial Planning February 17, 2026
Delap Wealth Advisor Rebrands to Aerodigm Wealth, With $1.5B in Managed Assets
With approximately $1.5 billion in assets under management as of December 31, 2025, Aerodigm provides wealth management services to ultra-high-net-worth individuals and families.
Firm Management February 16, 2026
How to Get Small Business Clients to Actually Use Their Financial Statements
Financial statements aren't the destination, they're the starting point for conversations that actually help clients build better businesses.
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.