News & Updates

Accounting firms are investing heavily in AI as a way to manage ongoing talent shortages. Automation is helping reduce pressure on teams, speed up routine work, and improve efficiency across compliance and advisory. But there’s a risk in how the conversation is evolving.

When emotional intelligence and psychological safety work together, they create stronger organizations, improve decision-making and reduce organizational risk.

In November of 2025, Oak Hill, a 1,200-acre property housing the Loudoun home of President James Monroe, was donated in a part-sale/part-gift to The Conservation Fund. Prior to the transfer, the property was held privately by the same family for seven decades.

Retirement accounts are attractive targets for cybercriminals. These five simple habits can dramatically reduce your risk.

Virginia's newly enacted biennial budget brings a mix of permanent tax relief, targeted new deductions, and structural changes that practitioners should build into client planning now.

Whether you’re preparing for a transaction — or simply striving to build a healthier, more profitable practice — understanding what truly drives value is essential.

Auto-escalation is one of the most effective saving tools available in a 401(k) plan because it increases savings gradually — often in ways employees barely notice in their paychecks.

Learn wny this CPA believes being the CFO, or member of the CFO’s team, is an excellent career path choice. The variety and impact of responsibilities is enviable.

Reverse mentoring offers a practical and human-centered way to strengthen communication, improve engagement, and build more inclusive workplaces — one conversation at a time.

As AI moves from possibility to business necessity, many accounting firms risk rushing in without thoughtful adoption and integration.

The rules that once governed business strategy, leadership and negotiation no longer apply. Success depends less on planning for the future and more on building organizations that can adapt to whatever comes next.

By any measure, stress has become a defining feature of the accounting profession. But reducing stress isn’t about escaping it. It’s about understanding it, reframing it, and responding differently in the moments that matter most.

If you are running a small or midsize CPA firm, you have probably had some version of this thought in the last year: Everyone seems to be offshoring.

Businesses that prioritize their team over profits often see better results in the long run. Putting your team first leads to a more engaged, loyal and productive workforce, which in turn drives greater success and sustainable growth.

Take proactive steps to better position your firm to ensure you are maintaining the right overall firm/client fit.

While companies everywhere are racing to implement AI tools, automate processes, and improve efficiency, many leaders are overlooking a more pressing question: What becomes more valuable about being human at work as technology becomes more capable?

The traditional “three-legged stool” remains one of the clearest ways to explain how to grow retirement income. Each leg plays a different role in helping retirees maintain financial independence and stability throughout retirement.

Traditional pathways, rigid expectations and outdated workplace norms are no longer sustainable in an environment where younger professionals are seeking meaningful work, transparent leadership and flexible structures. Creating a future-ready workplace requires more than just adjusting policies, it demands a deliberate cultural shift.

Opportunities to use AI are expanding. As vendors add AI features, firms face a familiar challenge: adopting useful innovation while managing risk. Due diligence is not optional. The real question is: How much diligence is enough for this situation?

The accounting profession is amid a seismic shift. Private equity (PE) is reshaping firm ownership structures, consolidation is reaching down to smaller firms, and partners nearing retirement are asking: Who will take care of my clients?