Accounting April 30, 2026
3 Things Accounting Firms Must Fix to Stop Losing Clients
Firms that retain clients all share a few simple habits, and the firms that lose clients tend to make the same preventable mistakes.
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.
Taxes April 15, 2026
IRS Launches New Text Chat for Taxpayers Outside the U.S.
The IRS said earlier this month that it has launched a live text chat, a no-cost alternative to the traditional toll telephone line for international taxpayers.
Marketing April 7, 2026
Why CPA Firms Risk Losing Influence Before the First Conversation
Many firms face a growing competitive risk that has little to do with expertise and everything to do with how prospective clients form opinions before a conversation ever begins.
Technology January 13, 2026
The Agentic AI Advantage: Efficiency, Precision, and the Human Edge
Nearly half of finance teams are planning to increase AI investment and almost 80% are confident in its ROI. The moment for agentic AI is here, but leaders need to adopt it with clarity, discipline, and focus.
Advisory January 8, 2026
What Makes for a Bad Restaurant or Hospitality Experience
One of the most common reasons we have a bad experience is because of our expectations of what the restaurant can do.
Firm Management December 11, 2025
Client Experience as a Growth Strategy: Moving Beyond Compliance
Today, compliance isn’t enough to differentiate your firm. If you want to stay competitive, you need to focus on CX.
Accounting October 29, 2025
What Do Businesses Actually Value When Choosing or Staying with an Accounting Firm?
A new report from accounting practice management platform TaxDome reveals how companies are deciding who to trust, what they’ll pay for, and what makes them stay with their current firm.
Small Business August 6, 2025
In-Kind Donations Can Ease Tariff-Induced Client Inventory Headaches
Product philanthropy, also known as in-kind donation, may be able to soften the financial blow of the tariffs.
Accounting August 5, 2025
UHY Partnership with Plex by Rockwell Automation Focuses on Manufacturing Clients
"Through this partnership, UHY and Plex by Rockwell Automation will collaborate to build upon UHY’s existing success of delivering unparalleled digital transformation solutions to mid-market and enterprise manufacturers," the top 30 accounting firm said.
Technology July 23, 2025
Karbon Launches Client Portal for Accounting Firms
Karbon has launched Karbon for Clients, a secure, modern client portal designed to help accountants streamline collaboration, accelerate response times, and reduce administrative burden.