Advisory August 1, 2025
Alexion.AI Emerges to Empower the Accounting Profession
Alexion acts as connective tissue across firm systems: normalizing unstructured data, reconciling fragmented context, and building AI-powered memory infrastructure.
Advisory June 7, 2024
Building a Scalable Accounting Firm: A Q&A on Growth Strategies for Accountants
Strategic business planning is a difficult skill to master for any entrepreneur, and this is something many of my firm’s clients and accounting firm entrepreneurs are actively working on.
Accounting June 4, 2024
2024 Most Powerful Women in Accounting Awards Announced
The awards, presented by the AICPA and CPA Practice Advisor, recognize leaders for their significant contributions to the profession.
Mergers and Acquisitions May 24, 2024
Hg Buys AuditBoard in $3 Billion Deal
The private equity firm said it will help AuditBoard expand its cloud-based risk management platform, as well as its global reach.
Accounting May 23, 2024
PCPS Survey on Client Accounting Services (CAS) is Open to Professionals
The survey is open to practitioners and firm leaders offering transactional accounting and bookkeeping through advisory services in the U.S., regardless of firm size.
Accounting May 17, 2024
New Tech for Accounting Firms Get Spotlight at 2024 Conferences
Solving client issues by leveraging your team member’s expertise is one of the best ways to have a rewarding career and life.
Advisory May 15, 2024
The Votes Are In: 2024 Readers Choice Awards
The Readers' Choice Awards give readers the chance to spotlight the technologies they most respect and trust to provide client services, manage their firms, and help their clients run their businesses.
Advisory May 8, 2024
How CPAs Are Evolving Into Strategic Advisors
For a CPA, becoming a strategic advisor is a journey, not a destination. Here are some tips for CPAs looking to take that step.
Advisory April 29, 2024 Sponsored
Digital Workflow in Intuit ProConnect Tax
During the Intuit Accountants “Better Together” event in New York City, the Intuit ProTax Group brought together tax professionals and industry thought leaders.
Advisory April 29, 2024
Marketing for Growth – 4 Tips for Firms
One core strategy for doing this will be marketing new and consistently in-demand services – from CAS and CFO advisory, to AP and financial statement preparation.
Small Business April 29, 2024
FreshBooks Updates Digital Payment Options with Stripe Connect
FreshBooks is one of the first to adopt Stripe Connect’s new and innovative features that will help business owners onboard faster, track their payouts, and facilitate improved cash flow.
Advisory April 22, 2024
Summer Marketing Initiatives for Small to Mid-Sized Accounting Firms
The slower pace of summer offers a prime opportunity to engage with current clients in more relaxed settings and attract new clients who are preparing for the end-of-year financial rush.
Advisory April 19, 2024
More CAS Firms Adding 1099 and W-9 Services
There’s a high demand for 1099 services, according to the 2022 CPA.com and AICPA PCPS Client Advisory Services (CAS) Benchmark Survey.