Insights & News

Product updates, company news and practical ideas to help accounting firms and business owners turn financial information into better decisions.

Accounting Firm Advisory

Completed financial statements tell a client what happened. Financial advisory helps the client understand why it happened, why it matters and what to do next.
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Best AI Tools for Accounting Firms in 2026: What Is Actually Worth Using?

Every accounting conference I go to now seems to have AI everywhere.

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How Accounting Firms Can Offer Advisory Services Without Adding More Staff

I talk to a lot of accounting firms, and there is one thing I hear over and over again:

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Your Client Doesn't Need Another Financial Report. They Need to Know What It Means.

I may get myself in trouble with accountants for saying this, but here goes:

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How to Turn QuickBooks Data Into Actual Business Advice

QuickBooks Is Full of Answers. Most Business Owners Just Don't Know Where to Look.

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AI Won't Replace Accountants. But Accountants Using AI Will Work Very Differently.

AI Won't Replace Accountants. But It Is Going to Change the Job.

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Fathom Alternatives for Accounting Firms: What Should You Actually Look For?

Looking for a Fathom Alternative? Start With What You're Actually Trying to Solve.

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Content Categories

Accounting Firm Advisory

Practical guidance for turning bookkeeping and financial reporting into more valuable client advisory services.

Financial Management

Articles that help business owners understand profitability, cash, KPIs, goals and financial performance.

CFOly Product News

New features, platform improvements, integrations and product announcements.

CFOly Company News

Partnerships, funding, company milestones, team updates and verified company developments.

Customer Stories

Real examples of accounting firms and businesses using CFOly.