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TOPICS

Information management and technology assurance

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.

What CPA.com’s CEO sees next for AI, tax, and the profession

AI is rapidly reshaping accounting, and this episode explores how firms can use it to transform tax, audit, and client advisory services. Erik Asgeirsson also reflected on Town Hall’s 2020 launch and previews ENGAGE. Listen to the podcast episode or read the Q&A.

AI for CPAs: From efficiency tool to decision engine

Most global finance leaders in a new survey report that artificial intelligence is improving decision-making and forecast accuracy in the finance function, and organizations using agentic AI and those making sure AI is assurance-ready are seeing bigger gains.

Use Excel to automate financial statement analysis

By organizing source data into Excel tables and using structured formulas, you can refresh the analysis simply by pasting new statements into the model, without rewriting formulas or rebuilding schedules.

What small firms are getting right about tech and why they’re not alone

Small CPA firms, “the heart and center” of the accounting profession, are the focus of this episode of the JofA podcast. An AICPA vice president discusses how AI and automation are leveling the playing field and how innovation can thrive in smaller practices. Listen to the episode or read the Q&A.

SPONSORED REPORT

Agentic accounting has arrived: What’s hype and what’s real?

Artificial intelligence (AI) is moving beyond chatbots and into accounting workflows. A new generation of agentic AI tools can plan, execute, and adapt as they complete tasks, raising expectations for what automation can do inside firms and finance departments. What can agentic AI realistically do today and what challenges are there in its implementation? Find out in this Journal of Accountancy sponsored report.

From The Tax Adviser

August 31, 2026

What today’s clients expect from their CPA and how firms are responding

August 31, 2026

2026 tax software survey

August 31, 2026

A risk framework for AI use in tax administration and preparation

July 31, 2026

Current developments in S corporations