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Advisory

Five Collections Habits Accountants Can Help Small-Business Clients Adopt

Small Business November 5, 2026 

Five Collections Habits Accountants Can Help Small-Business Clients Adopt

My father's business would have been easier to run with those habits in place. Most of your clients' businesses would be too.

Salman Shawaf

Featured Articles

November 4, 2026  

The Reconciled-Books Trap: 5 Misclassifications Tax Preparers Should Catch Before Filing

November 4, 2026  

The Bookkeeping Mistake That Keeps Showing Up in New Clients’ Books

November 3, 2026  

Selling Advice, Not Hours: Packaging Advisory Services Clients Understand

November 3, 2026  

Levvy Announces New Connection to Claude and ChatGPT

November 2, 2026  

Beat Financial Stress: 6 Essential Year-End Money Moves
Infinite Ties Launches the FanCAS-Kit Enabling Tax Firms to Transform Compliance Expertise into Predictable, Year-Round Growth

CAS April 23, 2026 

Infinite Ties Launches the FanCAS-Kit Enabling Tax Firms to Transform Compliance Expertise into Predictable, Year-Round Growth

The FanCAS-Kit provides a proven roadmap to Get Started, Grow, and Scale CAS—transforming the traditional seasonal tax model into a monthly advisory-ready firm.

Fraud Remains a Top Concern for Americans, New AARP Research Shows

Financial Planning April 20, 2026 

Fraud Remains a Top Concern for Americans, New AARP Research Shows

These concerns highlight both the financial and emotional toll of these crimes and reflect how pervasive and personal the threat has become.

 The Missing Link Between Advisory Marketing and Advisory Sales

Firm Management April 17, 2026 

The Missing Link Between Advisory Marketing and Advisory Sales

These services are growing at a double-digit rate of 17%, but success requires more than simply adding new services and hoping for the best.

Katie Thomas

How Automating Client Compliance Can Free Up Billable Hours

Advisory April 17, 2026 

How Automating Client Compliance Can Free Up Billable Hours

Automating client compliance obligations allows accounting firms to move beyond transactional work and instead operate as a true advisory partner.

Nellie Akalp

 Building a Tax Practice Clients Rely on All Year

Advisory April 17, 2026 

Building a Tax Practice Clients Rely on All Year

With the digital transformation bringing automation into the tax process, now is the perfect time to transform your tax practice with client advisory services.

Sangeeta Chhabra

Lettuce Financial Acquires Carry’s Retirement and Investing Platform

Financial Reporting April 15, 2026 

Lettuce Financial Acquires Carry’s Retirement and Investing Platform

The acquisition brings over $225 million in assets on platform and thousands of members to Lettuce, along with Carry's established compliance infrastructure.

Financial Literacy Month Spotlight: AICPA and Finseca Share the Financial Questions Clients Ask Most

Financial Planning April 15, 2026 

Financial Literacy Month Spotlight: AICPA and Finseca Share the Financial Questions Clients Ask Most

National Financial Literacy Month represents reinforcing that financial knowledge is a critical life skill.

Accounting Thought Leaders and Influencers Recognized in Annual ’40 Under 40′ and ’20 Under 40′ Awards

Accounting April 10, 2026 

Accounting Thought Leaders and Influencers Recognized in Annual ’40 Under 40′ and ’20 Under 40′ Awards

CPA Practice Advisor’s 40 Under 40, and 20 Under 40, programs recognize exceptional professionals who are helping lead their practices and the profession into the future.

Isaac M. O'Bannon

AI Slop Survey: A Third of Workers Rarely Check AI Output Before Using It

Advisory April 8, 2026 

AI Slop Survey: A Third of Workers Rarely Check AI Output Before Using It

Some workers report consistently reviewing AI-generated output, while others rely on it with minimal checking.

Accounting Firms Need Industry-Specific Go-to-Market Strategies for Their Business Clients

CAS April 8, 2026 

Accounting Firms Need Industry-Specific Go-to-Market Strategies for Their Business Clients

Clients increasingly seek advisors who understand their industry’s regulatory environment, competitive pressures, economic cycles, and operational nuances.

Jon Hubbard

States Pay Deloitte, Others Millions to Comply with Trump Law to Cut Medicaid Rolls

Advisory April 6, 2026 

States Pay Deloitte, Others Millions to Comply with Trump Law to Cut Medicaid Rolls

States are paying contractors such as Deloitte, Accenture, and Optum millions of dollars to help them comply with the One Big Beautiful Bill Act—a law that will strip safety-net health and food benefits from millions.

 Majority of Retail and SaaS Leaders Say All-in-One Platforms Limit Growth

CAS April 6, 2026 

Majority of Retail and SaaS Leaders Say All-in-One Platforms Limit Growth

The research also reveals a sharp disconnect on the impact of all-in-one platforms inside organizations.

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