Insights & Analysis

Expert commentary on trends shaping the industry.

All Tax & Compliance Accounting Tech Small Business Finance Audit & Assurance Industry Trends Careers & Hiring

Every OBBBA Provision Triggers a Deferred Tax Cascade — And Most Mid-Market Firms Are Still Pricing This Like a Normal Busy Season

Tax & Compliance · 5 min read

Your AI Pilot Has a New Supervisor: It's Called a Governance Framework, and Your Clients Are About to Start Asking for One in Writing

Accounting Tech · 6 min read

Your CAS Revenue Is Growing at 17% — Your Compliance Revenue Is Growing at 8%. So Why Are You Still Running Them Out of the Same Team?

Small Business Finance · 6 min read

The AICPA Comment Period on AT-C 325 and 330 Closes June 30 — Firms That Miss It Won't Just Miss the Debate, They'll Miss the Market

Audit & Assurance · 6 min read

The Two-Track CPA Is Coming — And Firms Without a Credential-Tier Hiring Strategy Will Pay a Premium for the Wrong Talent

Careers & Hiring · 5 min read

Client Retention Is the New Revenue Multiple — And the Valuation Math Will Make Your 2028 Succession Plan Obsolete

Industry Trends · 6 min read

The Apprenticeship Is Dead and Nobody Has a Replacement: How Accounting Firms Eliminated Their Own Training Infrastructure Without Noticing

Accounting Tech · 6 min read

The Growth Slowdown Is a Buying Opportunity If You Have PE Capital. For Independent Mid-Market Firms, It's a Strategic Trap With a Closing Window.

Industry Trends · 6 min read

The Quarterly Reporting Cycle Is How Accounting Firms Plan Headcount, Set Fees, and Retain Staff — Eliminating It Would Break All Three at Once

Tax & Compliance · 6 min read

Accounting Firms Now Spend More on AI Than on Hiring — And That Arithmetic Is Quietly Destroying the Partnership Model

Accounting Tech · 6 min read

Audit Committees Want Monthly Assurance. Your Engagement Letter Says Once a Year. One of Those Documents Is About to Lose.

Audit & Assurance · 6 min read

VC-Backed Fractional CFO Firms Raised $400M to Cherry-Pick Your Best CAS Clients. Your Partnership Model Is Why They'll Succeed.

Small Business Finance · 6 min read

Audit Committees Want Monthly Assurance. Your Engagement Letter Says Once a Year. One of Those Documents Is About to Lose.

Audit & Assurance · 6 min read

VC-Backed Fractional CFO Firms Raised $400M to Cherry-Pick Your Best CAS Clients. Your Partnership Model Is Why They'll Succeed.

Small Business Finance · 6 min read

Your Firm's Tech Budget Didn't Grow — The Vendors Getting Cut Just Haven't Been Told Yet

Accounting Tech · 5 min read

IFRS 18 Doesn't Take Effect Until 2027 — But Your Clients Need Retrospective 2026 Comparatives Right Now

Tax & Compliance · 5 min read

Growth Dropped Below 10% for the First Time in Five Years — And Your Partner Retirement Promises Were Underwritten at 13%

Industry Trends · 5 min read

Ohio Was January 1st, New Jersey Was February — The Firms That Recruit New-Pathway CPAs in Q2 2026 Will Set the Compensation Floor Everyone Else Has to Match

Careers & Hiring · 5 min read

Your Firm Has Twelve AI Tools and Zero AI Architecture — That's Why the Compounding Gains Aren't Coming

Accounting Tech · 6 min read

The SEC Just Proposed Killing Two Quarterly Reviews Per Client — Here's the Revenue Line Your Firm Hasn't Modeled Yet

Tax & Compliance · 6 min read