People in motion in office lobby

Insights

Recent Insights

Laptop showing green text on a black background

Article

May 15, 2023

Get a comprehensive understanding of SOC reporting and its crucial role in the digital age. Learn about SOC 1 and SOC 2 reports, who needs them and their advantages.

Article

April 19, 2023

Learn from recent court cases how to avoid losing your R&D tax credit claims by maintaining detailed documentation of your qualified research expenditures.

Digital artwork of a cryptocurrency wallet

Article

November 24, 2025

Updated: March 4, 2026

Digital asset treasury (DAT ) is reshaping corporate finance. Discover strategies for governance, accounting, cyber controls and managing DATCO risk.

Cargo ship full of containers sitting at a loading dock

Article

May 12, 2025

Learn two proven strategies to accelerate portfolio company growth, even when facing market volatility and shifting global trade policies.

Webinar Recording

November 14, 2022

Watch our 2022 Year-End Tax Planning Strategies for Businesses webinar to learn tax-saving steps business owners & management can take before the year ends.

Business professionals meeting in glass office

Article

March 6, 2026

Discover why taxpayers are shifting from boutique firms to full-service CPA firms as recent tax changes demand a holistic R&D tax credit claims strategy.

Webinar Recording

May 13, 2022

Watch our webinar for tech companies and private equity funds with a focus on technology portfolio companies to better understand revenue recognition.

digital abstract blue cityscape

Article

March 10, 2023

In this article, we cover the updates to the 27001:2013 standard, as well as when and how organizations can prepare to transition to ISO 27001:2022.

Man using a laptop with an AI program

Article

April 17, 2025

See how Sage Intacct and Sage X3 leverage AI to automate processes, reduce manual tasks and drive strategic business insights.