Firm Management February 6, 2026
Wipfli Partners with The Caddie Network
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
Technology November 7, 2025
Vena Rolls Out New Microsoft Fabric Data Integrations
The Toronto-based business planning software provider announced on Nov. 6 the general availability of six new pre-built, secure data connectors via Microsoft Fabric, which builds on the company's long-standing partnership with Microsoft.
Financial Reporting November 7, 2025
CFOs and Spend Management: From Stewardship to Orchestration
With a financial orchestration mindset–and the tools to pull it off–CFOs move from stewardship over finances to actually steering finances.
Technology November 6, 2025
Fieldguide and Thomson Reuters Partner for Agentic AI
The integration enables firms to apply the trusted methodologies they already use within Fieldguide’s industry-leading agentic AI workflows, improving quality, efficiency, and client value-all without switching systems or re-entering data.
Technology November 6, 2025
AI Momentum Belongs to Small Businesses
SMBs are adopting AI faster than conventional technology diffusion models predicted and concentrating that adoption in the functions most directly tied to revenue generation.
Technology November 6, 2025
Intuit Unveils Consumer Platform, Incorporates Agentic AI Across Credit Karma and TurboTax
Intuit announced Nov. 6 new AI and agentic AI capabilities across Credit Karma and TurboTax, creating an all-in-one Consumer Platform that the company says "seamlessly delivers year-round control of personal finances powering better money outcomes."
Taxes November 6, 2025
IRS Grants Penalty Relief for Reporting Tips and Overtime Under OBBBA
The Treasury Department and the IRS issued guidance on Nov. 5 providing penalty relief to employers and other payors for tax year 2025 on the new information reporting rules for cash tips and qualified overtime compensation in the tax-and-spending law.
Mergers and Acquisitions November 6, 2025
Grassi Acquires OnePoint Franchise Accounting in Colorado
The top 60 accounting firm announced Nov. 6 the acquisition of OnePoint Franchise Accounting, a move that expands the reach of Grassi Franchise Services and adds a significant roster of restaurant and food franchise clients.
Payroll November 6, 2025
More Employers Are Adding Emergency Savings Options as a Benefit
With nearly half of workers saying they lack sufficient emergency savings, many employers are stepping up to help ease this financial burden through innovative workplace benefits.
Accounting November 6, 2025
Forwardly Launches AI Platform for Real-Time Payments for SMBs and Firms
The new platform introduces a ground-up approach to automation, combining intelligent financial workflows, real-time payments, and deep accounting integrations to modernize how businesses manage cash flow.
Payroll November 6, 2025
3 in 5 Workers Willing to Forgo Raises Amid Layoff and Job Security Concerns
41% of workers haven’t received a meaningful raise in more than two years, and the majority (61%) are willing to accept a smaller or no raise due to concerns about layoffs and job security.
Technology November 6, 2025
Billtrust Launches AI-Powered Collections Agentic Procedures
Collections Agentic Procedures redefines how finance teams collect by replacing static playbooks with adaptive methods that learn from every customer interaction and recommend the most effective outreach strategy.
Payroll November 6, 2025
What’s Keeping Employees Around? More Than Half Say Health, Retirement and Family Benefits
The findings also highlight how technology is reshaping benefits management and freeing HR teams from tedious admin work so they can focus more on supporting their employees.