Technology March 25, 2026
Gartner Says CFOs Need to Rethink the ROI of AI Investments
CFOs are misjudging AI investments by treating them as a single ROI problem rather than as a portfolio of very different bets
Auditing February 10, 2026
Circit Secures $22 Million Growth Equity Funding for Audit Technology
Circit, an audit confirmation and financial data verification platform, has announced a $22 million growth equity financing to scale its global verification network and embed trusted data at the core of every audit.
Taxes November 19, 2025
Maximizing 2025 Year-End Planning Before the OBBBA’s Changes Take Effect
An investment portfolio where any one stock has appreciated dramatically over the original purchase is the perfect candidate for a contribution to a charitable organization or a DAF.
Firm Management October 13, 2025
DSWD Gets Outside Investment From 119th Street Capital
DSWD, a CPA and advisory firm with offices in Chicago and Frankfort, IL, announced on Oct. 9 that it has received an investment from 119th Street Capital, a Merrillville, IN-based family office that exclusively invests in privately owned financial services firms.
Advisory October 2, 2025
Ryan and Dhruva Advisors Announce Joint Venture
The partnership represents a significant and strategic advancement for Ryan to further its ability to serve clients in high-growth markets, while reinforcing its global presence and capabilities.
Payroll August 15, 2025
9 Smart Things to Do with Your Annual Bonus
No matter the size of your hard-earned bonus, you should think about how it can best serve you and your financial goals in both the short and long term.
Technology August 11, 2025
Laurel Secures Investment From Workday Ventures
The AI-powered time intelligence platform said Aug. 11 that it's receiving a strategic investment from Workday Ventures, the $500 million investment arm of Workday focused on identifying, investing, and partnering with early to growth stage companies.
Firm Management August 1, 2025
Wipfli Scores Investment from New Mountain Capital
This values-aligned partnership will accelerate Wipfli’s growth, expand its investments in talent and technology, and fuel innovation to deepen its impact where it matters most: clients and people.
Payroll June 18, 2025
Want to Retire Early? Here’s How to Calculate Your FIRE Number
Many people, particularly followers of the FIRE movement—short for Financial Independence, Retire Early—use a couple of key calculations to determine how much money they need to sustain an extended stay in retirement.
Firm Management June 16, 2025
Bennett Thrasher Foundation Announces Investment in NABA Inc.
The contribution represents a shared commitment to expanding NABA Inc.’s proven programs focused on developing a diverse and comprehensive talent pipeline to shape the future of accounting and business.
Accounting June 2, 2025
Rillet Raises $25M Series A from Sequoia Capital to Bring AI to Mid-Market Accounting
This round, which comes 10 months after Rillet's last fundraise, includes existing investors First Round Capital, Creandum, Susa Ventures and top angels.
Payroll April 11, 2025
7 Investing Mistakes to Avoid, According to Financial Pros
Investing in 2025 is more accessible than ever — but it isn’t always easy. With nearly constant market volatility and financial advice flooding your social media feed, it’s easy to make mistakes that hurt your long-term returns.