Lauren Ward

Compare the pros and cons of cash back vs. travel credit card rewards to find the best option for your spending habits.

Catherine Roe on turning the slow months into innovation time

Motivated, likeable and willing to learn. Carlin Culbertson explains why that’s enough.

Plus: Looking to grow your firm via acquisition? | Your least favorite clients

Compare the SoFi and Fidelity 2% cash back credit cards to discover which no-annual-fee card may offer the best perks for you

Hint: it’s probably not another preparer

If any answer is no, cut it or automate it

Plus: Fix intake before audit season | Trust signals for your site

Brenda Cannon, co-owner of SchedulEase, on structuring a sale around her clients, not a buyer

Plus: Offshoring won't fix a broken workflow | Median accounting salaries in 2026

A CPA's answer determined his firm's entire sale price

An investment firm exec on the tax strategy showing up in client meetings before CPAs bring it up

A recurring payment is an automatic charge at set intervals for subscriptions, bills, and services. Learn how they work, the different types, and how to manage them.

Plus: PwC found publishing AI hallucinations | The firms best positioned for AI aren't the most tech-savvy

How a solo CPA blocks 12 weeks off every year without losing a client or missing a deadline

Plus: Local SEO is still delivering new clients | 10 accounting roles that are changing right now

Whether or not your business can get a tax refund depends on how it’s structured and how much you paid in estimated taxes. Learn more about how to get a business tax refund.

Business loans can affect personal credit if your name is connected to the loan. Learn how to keep your business and personal credit histories separate.

Plus: Clients are turning to AI for financial answers | Building a firm you can step away from

Discover the key differences between the paid Plus membership and the free standard tier to find out which one delivers the most value for you.