AI is changing how accountants and finance professionals work, but it doesn’t change what it means to do the right thing.
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Information management and technology assurance
Real-life ways small firms use AI
Learn how four practices with fewer than 10 employees deploy artificial intelligence to expand capacity, do faster research, and more.
How to set up a simple automation in Zapier
This article walks you through connecting two apps in Zapier.
Using Excel’s REGEX functions to clean accounting data faster
Excel for Microsoft 365 includes REGEX functions that can dramatically simplify many common accounting data-cleaning tasks.
Data governance: How finance builds trust in the numbers
Learn five steps finance can follow to set clear rules, so everybody uses the same trustworthy information.
Ask the Expert: Context and AI
Q Why does AI still feel hit-or-miss for me? A Folks tend to focus on the prompt, but truly great results depend on the “context” you can provide. Tax questions without facts are just hypothetical. A tax question with the client’s partnership agreement, the prior year’s return, and the relevant Treasury
As AI use in cybersecurity rises, so do the risks
The share of respondents actively using AI in cybersecurity strategy rose sharply in a global survey, but governance is not maturing at the same pace as deployment.
Are finance leaders moving too fast on agentic AI?
While more than 9 in 10 senior finance leaders in a recent survey said they’re under career pressure to demonstrate a return on agentic AI investment, the ROI may be slowed by an emphasis on speed above all.
From estate planning to AI: Managing CPA liability
A coauthor of the JofA’s Professional Liability Spotlight column discusses the risks for CPAs related to the Great Wealth Transfer, how accountants can serve as a “critical guardrail” for clients, and the key components of an effective AI policy. Listen to the podcast episode or read the Q&A.
Drafting an AI policy that actually works
Find out what firms can do to create and maintain effective generative AI policies that align with professional and regulatory obligations.
What AI agents mean for CPA firms
David Yue, Co-Founder & CEO, Accordance, discusses what AI agents could really do for your firm.
A guide to fighting AI-fueled AP/AR fraud
Widely available AI is making payment fraud easier to perpetrate and harder to detect, raising the stakes for controls, verification, and professional skepticism.
How to use the SCAN function to replace running totals in Excel
Excel’s SCAN function provides a dynamic alternative that calculates running totals without copying formulas.
Customization tips for Windows 11’s Start menu and taskbar
This article looks at Start11, which can be used to customize styles, search, pin folder menus, and taskbars.
IRS outlines AI risks, Circular 230 duties for tax practitioners
The IRS warned that AI’s risks — including fabricated outputs and data privacy concerns — require practitioners to verify results and follow existing Circular 230 rules on diligence, competence, and confidentiality.
Midyear advocacy update: STEM, BOI, taxes and licensure
What issues are shaping the CPA profession? The AICPA’s advocacy leader shares information on STEM legislation, BOI reporting, the “marathon” of new tax legislation, and more. Listen to the podcast episode or read the Q&A.
AICPA Top Issues Survey: Firms’ focus on technology rises
Larger firms participating in the biennial Private Companies Practice Section survey also are grappling with people-related issues, and smaller firms highlighted regulatory and data security concerns.
Why mindset may matter more than technology adoption
Joel Morris of Wolters Kluwer and Tom Hood of the AICPA analyze the importance of mindset and leadership in keeping pace with the rapid rate of transformation in corporate finance and accounting. They discuss artificial intelligence, human skills development, the importance of risk mitigation in AI deployment, and the threat of irrelevance for those who don’t keep up.
Advisory panel urges sustained IRS funding, expanded AI, tax simplification
The Electronic Tax Administration Advisory Committee calls for predictable, multiyear funding; expanded use of artificial intelligence with safeguards; and steps to reduce complexity and improve communication with taxpayers and practitioners.
What it takes for a CFO to lead operations and tech
A CFO/COO in charge of her company’s digital transformation shares keys to success and why the hybrid role is good preparation to be CEO.
Features
FROM THIS MONTH'S ISSUE
Real-life ways small firms use AI
Learn how four small firms use artificial intelligence to automate processes while maintaining strong oversight.
From The Tax Adviser
July 31, 2026
Current developments in S corporations
July 31, 2026
