Today's Features
ACCOUNTING ARC

Resilience, Real Talk, and the Road to Mental Wellness | ARC

From mindful walking to redefining worth, this conversation reveals what it really takes to thrive.

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Accounting ARC
With Arpan Grewal
Center for Accounting Transformation

More ARC: Analysis, Reaction, Comedy

In the latest Student-Led Conversations episode of Accounting ARC, high school business student Arpan Grewal steps in as guest host for a raw, reflective episode centered on mental health and resilience. In conversation with Jina Etienne, CPA, CGMA, CDE, CEO of Etienne Consulting; Rafael Casas, senior consultant with Workday; and Kiera Speed, inspiration logistician for the Center for Accounting Transformation, the episode marks a powerful contribution to Mental Health Awareness Month. 

MORE Accounting ARC: Blockchain Could Still Reshape Accounting | What Gen Z Wants from Business | Firm Differentiation Depends Upon Client Service | Ron Baker: Surviving Tariff Turmoil | Are We Ready for the Hidden Risks of AI in Accounting? | The Research Imperative: Why Data Drives Accounting Success | How Coaching Can Unlock Professional Success | Demystifying Accounting Governance |  Top 10 Red Flags to Watch for in Accounting Offices | Jeremy Dubow: Private Equity as a Catalyst for Growth | Break the Burnout Cycle in Accounting | Accounting in Transition: 2024 Reflections & the Road Ahead | Ron Baker: Visions for the Accounting Profession | Angie Grissom: Next Gen Inspo for Accountants | Does Accounting Belong in STEM? | Rose Wang: Where Numbers Meet Strategy and Creativity | TikTok Fraud Exposes Gaps in Financial Literacy | How Accounting Pros Own the Stage in Public Speaking | Greg Kyte: Being a CPA Is Like Being the Marie Kondo of Numbers | Rachel Bashore: A Lawyer’s Case for Reinventing Accounting | Beyond the Basics in Ethics Education

“Mental health is something we all struggle with, whether we’re students or seasoned professionals,” says Grewal. “It’s not talked about enough, especially in accounting.” 

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STREAMING NETWORK

Art Werner: What Business Owners Need Most | Quick Tax Tip

Small businesses face a storm of tax pressures, but trusted advisors can offer calm amid the chaos.

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Quick Tax Tip
With Art Werner
CPE Today

In the latest episode of Quick Tax Tip, Art Werner delivers an insightful update for small and midsized business (SMB) owners — many of whom are feeling overwhelmed by a growing list of tax and regulatory pressures.

Click here for more Art Werner

“I think that a number of small businesses are a little scared,” Werner says, pointing to the combination of federal, state, and local tax compliance as a mounting source of stress. “They’re trying to coordinate this all… but more importantly, they look at all this as being just ancillary to why they’re in business.”

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PRICING, FEES & BILLING RATES

Six Accounting Disruptors Heading Your Way

Are you ready? Is your competition?

By Jody Padar
The Radical CPA

Change isn’t just knocking at your door; it’s kicking it down. We’re in the middle of a major transformation because of new players, cutting-edge technologies and a financial surge. The rules are being rewritten before our very eyes.

MORE by Jody Padar
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If you consider accounting a giant chessboard, many players are making strategic moves. You have the old-school firms on one side who are navigating a rapidly changing landscape. On the other side, you have the new-school disruptors. These innovative entities are reshaping the industry with cutting-edge technologies and fresh approaches.
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OUTLOOK & ANALYSIS

Is Practice Management Having Its Moment?

List via Jason Staats

VC-funded Aiwyn and Canopy seek to stand out among over three dozen contenders.

By Seth Fineberg
At Large

Often fraught with issues and features that accountants don’t necessarily use or that don’t sync with what they need, practice management software in tax and accounting has not been the easiest nut to crack.

MORE TECH: Aiwyn Enters Race for the All-in-One Practice Management Platform

MORE FINEBERG: Opportunity Awaits Incoming AICPA CEO | Where Intuit Is at with Accountants | History Could Help Accountant-Vendor Relations | Accounting Needs a ‘Rethink’ Not a ‘Rebrand’ | Big Change Comes with Deep Reflection | Three Ways to Raise the Bar for Your Business

Some, however, have grown in this space and even regained some trust in PM. New investments in Canopy and Aiwyn are great examples.

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SPECIAL

Aiwyn Enters Race for the All-in-One Practice Management Tech Platform

Venture funding heats up the practice management tech sector.

Platform
Core Focus
Tax Integration
Payments
Client Portal
AI Features
Notable Backers/Deals
Firm Size Target
Aiwyn
Unified PM + Payments + Tax
Yes (via Taxa)
Yes
Yes
Yes (Tax + Workflows)
KKR, Bessemer, Taxa, Digilence
Midsize to Large
Canopy
Tax-centric PM
Yes (native)
Partial
Yes
Yes (OCR, autofill)
Viking Global, $70M Series C
Small to Midsize
Karbon
Workflow + Collaboration
No
No
Yes
Yes (Email triage)
Five Elms Capital, acquisition-ready
Midsize to Large
Client Hub
Client Experience + Workflow
No
No
Yes
No
Independent
Small Firms
Financial Cents
Simplicity + Affordability
No
No
Yes
No
Bootstrapped
Small Firms
TaxDome
All-in-One for Tax Firms
Yes (native)
Yes
Yes
Partial
Fast-growing, self-funded
Small to Midsize
Xero Practice Manager
Cloud PM tied to Xero
No
No
Yes
No
Xero
Small to Midsize

Compared: Key movers and shakers in the practice management maelstrom.

By CPA Trendlines Research

Backed by new capital and a wave of strategic acquisitions, Aiwyn is accelerating its expansion in accounting technology.

MORE in Tech | Seth Fineberg asks Is Practice Management Having a Moment?

With support from KKR and Bessemer Venture Partners, Charlotte-based Aiwyn is positioning itself as a comprehensive platform for practice management, client engagement, payments, and tax automation, targeting mid-to-large firms seeking a more integrated tech stack.

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