What Grassi’s NYC Expansion Reveals About Tax Integration After an Accounting Firm Deal

Grassi, a Top 60 U.S. accounting firm, expanded its New York City footprint and tax practice through the Aug. 1 addition of Hoffman Mulligan, according to public reporting on the deal. The strategic logic is familiar across the profession: add partner capacity, deepen a market, and retain client relationships before retirement transitions force a rushed … Read more

Retirement Plan Rollovers Before Year-End Require Better Documentation Than Most Clients Expect

Retirement plan rollover errors can trigger taxable distributions, missed withholding, and reporting mismatches that surface months after year-end. For accounting firms, the advisory task before December is less about product selection and more about explaining how the transfer method, account type, and paperwork affect Form 1099-R reporting, IRA contribution treatment, and the client’s tax file. … Read more

Control Standards for Agentic AI in the Financial Close

Agentic AI belongs in the financial close only when the control design comes first. The close concentrates judgment, deadlines, and audit exposure in the same workflow, so an autonomous agent that chases documents, clears exceptions, or posts entries can reduce cycle time only if finance teams define authority, evidence, and escalation before deployment. That claim … Read more

BOI reporting has ended for U.S. entities and accounting firms need cleaner compliance controls

The U.S. Treasury has issued a final rule ending beneficial ownership information reporting requirements for U.S. entities and U.S. persons under the Corporate Transparency Act framework. That change removes a compliance task for millions of domestic businesses. For accounting firms, the larger issue sits inside operations: outdated BOI steps now create avoidable rework, inconsistent client … Read more

The AI-to-Advisory Playbook for Small Accounting Firms Starts With Admin Removal

Small accounting firms rarely fail to build advisory capacity because demand is weak. They fail because administrative work absorbs partner time before specialised services can take shape. The firms that reach advisory scale first usually standardise intake, document collection, coding review, close management, and client communication before they package a niche offer. The sequence matters. … Read more

Backup Withholding Risk on Payment Platforms Under Final Sec. 3406 Rules

Final IRS regulations under Sec. 3406 change the risk profile for payment-platform workflows, especially where taxpayer identification data enters the process late or inconsistently. For accounting teams that support marketplaces, gig platforms, and businesses with large contractor populations, the issue now sits in operations as much as in tax compliance. The claim is straightforward: backup … Read more

A Governance Policy for Generative AI in Accounting Firms

Generative AI can raise output in accounting firms, but unmanaged use also raises compliance, quality, and reputation risk. The workable policy is neither unrestricted access nor blanket prohibition. Firms need an AI-first operating model in which staff use AI for defined tasks, review stays with qualified professionals, and every prompt, draft, and approval step fits … Read more

Loyalty UX That Retains Through the Account Area

Most ecommerce teams still treat the customer account as a service area. Shoppers increasingly treat it as the place where the next purchase decision starts. Baymard’s 2026 quantitative ecommerce research found that 24% of surveyed shoppers now rank loyalty programs as a high-priority account feature, pushing rewards higher up the list of account expectations. That … Read more