Type
Topic
How AI can help your firm move faster during tax season
Here’s a tax season truth: the biggest bottleneck in most firms isn’t capacity or effort. It’s friction. After more than...
How firms are turning sales tax into proactive advisory
For years, sales tax lived in the “periodic compliance” bucket. Gather the data, file the returns, document the work, and...
AI adoption in accounting is rising, but trust lags
AI isn’t coming to accounting, it’s already here. From auto-classifying transactions to enhancing audit procedures, the technology is embedding itself...
Why AI research is now essential for tax firms
Tax research is no longer just about looking up answers—it’s about enabling your firm to move faster, reason more confidently...
How top firms are turning AI talk into action
Last month, I had the pleasure of attending the 2025 BILL and CPA.com Accountant Partner Council, where, for two and...
Shaping the future: 6 Takeaways from the AICPA and CPA.com AI Symposium
At the 2nd annual 2025 AICPA and CPA.com AI in Accounting and Finance Symposium, accounting and finance leaders, technology solution...
AI for tax research? At small firms, it’s a game changer.
Ask anyone working in a smaller accounting firm whether they feel they have enough resources to do their job correctly...
Mastering AI Adoption: 3 Change Management Steps for Transformative Success
Artificial intelligence (AI) is no longer a distant concept—it’s already here, shaping how your firm operates, often without you even...
How the right tools can make an impact on SALT advisory
If you’ve seen any of the recent headlines about clients suing their accounting firms for not properly advising them on...
3 Tips to help clients tackle uncertainty with annual planning
When your small business clients make their plans for the next year, are they doing it with a solid understanding...
Generative AI: Maturing from theoretical to practical use
Generative AI (GenAI) is rapidly transitioning from theoretical exploration to tangible applications, transforming the accounting and finance profession and the...
AI in accounting and finance
Key takeaways from the AICPA and CPA.com AI Symposium Generative AI has burst onto the scene, quickly becoming a mainstream...