Practice Management

Artificial intelligence will make it easy for accountants to surface great advice. Communicating it, though, is another matter.

Top 20 firm CliftonLarsonAllen announced that it is working with Digits to develop and train its own proprietary AI model which will be deployed across the firm, starting with its CAAS practice.

CPAClub announced CPATech, an affiliated company focused on software development for the accounting profession, along with a mobile learning platform, PATHS.

Certinia announced a suite of AI agents that automate administration, project management and project deliverables via its acquisition of Moonnox.

CFO John Sams will become CEO as the Australian arm of the global audit and consulting giant attempts to steer through a scandal that has rocked the firm.

The Top 100 Firm acquired Franklin, Massachusetts-based Pavento, Ratcliffe, Renzi & Co., expanding its presence in the state and New England.

Here are seven key areas — with checklists — you want to get right from day one

Deutsche Bank AG is preparing to sell about $3 billion in debt markets for accounting services firm Baker Tilly Advisory Group to refinance private credit loans.

Basis, an AI agent platform for accountants that reached a $1.15 billion valuation, debuted a website that provides a tribute to the accounting profession.

Clients with concentrated stock holdings might be better off turning their portfolios into ETFs in a tax deferral transaction called a Section 351 conversion.