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.
Accounting September 11, 2023
Avantax to be Acquired by Cetera Holdings
Following the closing, Avantax will become a standalone business unit within the Cetera family with 3,078 Avantax financial professionals.
Accounting September 7, 2023
Esker Partners with Boost Payment Solutions to Revolutionize Virtual Card Processing
This first-of-its-kind partnership aims to transform virtual card processing for accounts receivable departments – eliminating tedious manual efforts and streamlining payment reconciliation.
Accounting September 6, 2023
AI Systems Take Center Stage in 2023 Innovation Awards
The Innovation Awards are presented to honor new or recently enhanced technologies that benefit tax and accounting professionals and their clients through improved workflow and efficiencies, increased accessibility, enhanced collaboration, greater accuracy, or other means.
Accounting September 5, 2023
Preparing for Tomorrow: Trends Accountants Need to Embrace Today
If you’re behind the trends, you risk becoming “obsolete.” Clients may still need your services, but they want an accountant to go the extra mile for them.
Accounting September 1, 2023
CAS 101: Building a CAS Practice
Building a CAS practice can take time but data shows it is more than worth the investment — survey data indicates that 72% of respondents indicate that they have a strong growth pipeline for their CAS offerings.
Accounting September 1, 2023
Navigating ESG Reporting Pitfalls: A Guide to Mitigating Potential Failures
When properly managed and prioritized, financial, operational and legal data has the potential to contribute significant strategic value to a business that extends far beyond meeting compliance requirements.
Accounting September 1, 2023
Two-Thirds of Organizations Have Not Implemented ESG Controls to Ensure Accuracy of Data
The report found that two-thirds of organizations have not implemented ESG controls, and that 60% do not currently perform internal ESG audits.
Accounting September 1, 2023
The Value in Providing Specialized Accounting Services for Niche Markets
Firms that offer specialized accounting services (SAS), combining analytics, business intelligence, and technology-based solutions, are primed for success.
August 31, 2023
The Accounting Technology Lab Podcast – Review of Microsoft Copilot – Sept. 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss Microsoft Copilot, an AI-powered tool that combines the power of large language models (LLMs) with your data in the Microsoft Graph...
Payroll August 31, 2023
10 Ways to Help Gen X Clients Prepare for Retirement
With about seven to 20 years left before they enter their golden years, Gen X—made up of about 65 million Americans—could be in for a tarnished retirement experience.
August 29, 2023
Nominations Open for CPA Practice Advisor’s “40 Under 40” and “20 Under 40” Awards
The 40 Under 40 Awards spotlight the top practicing public accountants, educators and thought leaders who are leading their profession by visibly and incrementally changing...
Accounting August 29, 2023
How FinTech Can Help Firms Elevate, Expand and Enhance Services
Fintech has become increasingly popular with consumers, so much so that it’s starting to have a noticeable impact on their relationship with financial professionals.