Leaders at some of accounting's most successful firms share their best advice for accountants.
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Fragmented data and manual processes are CFO kryptonite. Unfortunately, some corporate headquarters seem to be sitting on kryptonite mines.
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The difference between bleeding a third of gains to taxes and being able to keep compounding isn't luck or a secret loophole. It's structure.
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One of the biggest challenges financial teams face today is determining where they have nexus — where exactly they need to collect sales tax.
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For the 2026 Top Firms by Assets Under Management, managing the growth of their own practices is as much a challenge as growing their clients' wealth.
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The leading CPA financial planners with over $1 billion in assets under management, from Accounting Today's annual ranking.
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This year's top resellers in the accounting space say they're facing greater expectations on a number of fronts.
The 2025 tax law changed the factors involved in the decision to convert a traditional IRA to a Roth.
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Boomer Consulting announced the launch of its new Software Clarity platform, touted as a centralized software marketplace specifically for CPAs, available to everyone as a free resource.
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Top 75 Firm Springline Advisory acquired advisory firm Vesta, marking its expansion into Wisconsin.
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And the Big Four continue to claim the majority of audit fees.
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Starting Sept. 1, Intuit will be updating the QuickBooks Online Reports API, which could lead to strange presentation issues.
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Plus, CalCPA names its next chair; Deloitte Tax names a chief products officer; and other firm and personnel news from across the profession.
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Showcasing technologies that modernize the tax preparation process, using AI and integrated workflows. These can include: automating data intake, streamlining review and filing and improving accuracy and client collaboration.
Showcasing technologies that streamline firm operations and boost productivity across the entire accounting practice. These can include: automating client onboarding, task management, billing and workflow coordination.
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- Partner Insights from Thatch
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