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 November 2, 2022
Intercompany Accounting to Get More Support From Many in Year Ahead
Nearly two-thirds (63.7%) of polled professionals report their organization has an intercompany accounting program to manage transactions that occur within their...
Accounting November 2, 2022
New Book Explores “Optimizing the Financial Lives of Clients”
The co-authors share the in-depth strategies that enabled the Integrated Partners CPA Alliance, a partnership between CPAs and financial advisors, to thrive for the last quarter century.
Small Business October 31, 2022
Moving a Business to a Different State
In this final Conversion Series post, we reveal what you need to know to help your clients move their businesses from one state to another.
Advisory October 31, 2022
Survey: 55% of Working Americans Say They’re Behind on Retirement Savings
What is holding workers back from saving more for retirement this year? The most-cited response was inflation.
Accounting October 31, 2022
AICPA News – Nov. 1, 2022
AICPA News is a round-up of recent announcements from the American Institute of CPAs (AICPA).
Advisory October 27, 2022
U.S. Economy: Invoices Being Paid Later, But Sales Growth Still Positive
Sales growth slowed to 6.7% year-over-year in June. This is the smallest y/y rise in sales since February 2021.
Accounting October 24, 2022
7 Ways to Help Clients Prep for a Recession
One way to ease uncertainty is to do prep work to try and determine how a recession will impact a business's operations.
Accounting October 24, 2022
4 Strategies to Manage AP in a Time of High Inflation
As inflation reaches generational highs, many organizations are looking to build more resilient businesses that can withstand rising prices and the higher cost of capital.
Advisory October 24, 2022
How to Protect Your 401(k) From a Market Crash
Here are some ways to protect your hard-earned 401(k) when the market heads south.
Accounting October 20, 2022
Companies Issue Unrelated News When SEC 8-K Disclosure Has Bad News, Study Finds
Companies that file a form 8-K containing negative info are 7% more likely to concurrently issue a press release with good news.
Advisory October 20, 2022
How CFP® Certification Can Sharpen Advisory Skills
As more and more accountants look to broaden their careers, many will look to financial planning as a natural extension of their current skill set.
Firm Management October 17, 2022
5 Ways to Grow Your Client Base
Keeping your pipeline full should be a top priority. While marketing is an effective way to attract new clients, it isn’t the only thing that you should do to grow your client base.