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Advisory

experience rating pixabay Mohammed Hassan-3239454_960_720

Advisory January 8, 2026 

What Makes for a Bad Restaurant or Hospitality Experience

One of the most common reasons we have a bad experience is because of our expectations of what the restaurant can do.

Featured Articles

December 18, 2025  

CPAClub Launches Guardian Pass for Quality Management Monitoring

December 16, 2025  

Multi-Currency Accounting Doesn’t Have To Be So Hard 

December 15, 2025  

Accounting Organizations Unite Against Administration De-Listing Accounting as Professional Degree

December 15, 2025  

Wolters Kluwer to Launch New CCH Axcess Advisor System

December 12, 2025  

Intuit QuickBooks Desktop Pricing and Open AI Relationship – The Accounting Technology Lab Podcast – Dec. 2025
Business Executives’ Optimism About U.S. Economy Sinks as Recession Fears Loom, AICPA and CIMA Survey Finds

Financial Reporting June 5, 2025 

Business Executives’ Optimism About U.S. Economy Sinks as Recession Fears Loom, AICPA and CIMA Survey Finds

The survey polls chief executive officers, chief financial officers, controllers and other CPAs in U.S. companies who hold executive and senior management accounting roles.

Isaac M. O'Bannon

Progress Software Launches New ShareFile Features for Automation and Client Experience

CAS June 5, 2025 

Progress Software Launches New ShareFile Features for Automation and Client Experience

With staffing shortages and client expectations on the rise, many accounting firms are struggling to keep pace, especially when administrative burdens reduce time for strategic advisory services.

Isaac M. O'Bannon

Aprio Acquires Advisory Firm Nextfed

Mergers and Acquisitions June 4, 2025 

Aprio Acquires Advisory Firm Nextfed

The Atlanta-based top 30 firm said June 4 it has acquired Nextfed, an Arlington, VA-based strategy consulting and M&A advisory firm with experience in the commercial aerospace, defense, and government services sectors.

Jason Bramwell

Paychex Launches New Accountant Portals

CAS June 4, 2025 

Paychex Launches New Accountant Portals

Accountants previously using Paychex’s AccountantHQ (AHQ) can now seamlessly access the broad range of functionality of Paychex Flex through an intuitive dashboard with simplified workflows.

Isaac M. O'Bannon

EY Launches Global Design, Sales, Marketing and CX Offering: EY Studio+

Technology June 3, 2025 

EY Launches Global Design, Sales, Marketing and CX Offering: EY Studio+

EY Studio+ will combine the organization’s full spectrum of services with the world’s leading talent in design, sales, marketing and customer experience.

Isaac M. O'Bannon

wheelchair-1629490 pixabay kimkin_960_720

Financial Planning June 3, 2025 

Long Term Care and Financial Planning: AI’s Role in Solving an Age-Old Challenge

LTC remains one of the few unsolved wildcard scenarios in retirement planning due to these highlighted challenges. Its unpredictable nature forces both advisors and clients to contend with significant uncertainty.

paycheck-Pixabay-Shutterbeg75-g61aae17fc_1280

Financial Reporting June 3, 2025 

Checks are Surging Again and Causing Cash Flow Challenges

A 2025 AFP survey found that 91% of U.S. businesses still use checks, up from 75% the year before.

Arax Investment Partners Acquires Schechter Investment Advisors, Increasing Midwestern Presence

Advisory June 2, 2025 

Arax Investment Partners Acquires Schechter Investment Advisors, Increasing Midwestern Presence

This deal marks the latest expansion of Arax’s platform, which continues to deepen its presence in high growth markets across the United States through strategic partnerships with leading wealth management advisory teams.

Isaac M. O'Bannon

Automating 1099 Compliance Enhances Firm Value to Clients

Advisory May 29, 2025 

Automating 1099 Compliance Enhances Firm Value to Clients

International accounting firm Armanino has implemented a 1099 and W-9 compliance system to relieve the burden on its clients, reduce risks, simplify filing processes, and create a strategic year-round plan for maintaining vendor information collection and management.

Isaac M. O'Bannon

Cherry Bekaert Rolls Out Finance Modernization Solution Aimed at Middle-Market CFOs

Technology May 28, 2025 

Cherry Bekaert Rolls Out Finance Modernization Solution Aimed at Middle-Market CFOs

The top 25 accounting firm's new finance modernization solution is designed to help mid-market businesses and CFOs streamline operations and technology integration for confident growth.

Jason Bramwell

Fraud21

Small Business May 27, 2025 

Hidden Gaps in Crime Insurance Can Devastate a Balance Sheet

Fraud is not just a security risk; it's a financial reality. And whether your organization can withstand it often hinges on whether your crime insurance policy covers what you think it does.

simplify_finances_1_.544a74d4e8bf9

Advisory May 27, 2025 

Women Are More Concerned Over Personal Finances than Men

Men also had a more positive outlook on their financial situation over the next 12 months (39% thought it would be better than the previous 12 months, compared to 27% of women).

Isaac M. O'Bannon

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