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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
Rectangle Health Launches PayerSync, Automating Payer-Provider Reimbursements

Accounting April 14, 2025 

Rectangle Health Launches PayerSync, Automating Payer-Provider Reimbursements

Rectangle Health has launched PayerSync, a solution designed to digitize and accelerate the critical payer-to-provider payment process. Rectangle Health is a provider of healthcare payment solutions.

living trusts 1  5919bb959cc34

Financial Planning April 9, 2025 

AICPA Offers Suggestions on New Generation-Skipping Transfer Regs

These relief provisions are designed to provide a safety net for taxpayers, ensuring that their estate planning and tax strategies can be effectively implemented even if initial errors are made.

Isaac M. O'Bannon

AI in Accounting: Moving Beyond Adoption to Enhance Client Outcomes

Accounting April 3, 2025 

AI in Accounting: Moving Beyond Adoption to Enhance Client Outcomes

It’s clear that artificial intelligence is revolutionizing the industry by optimizing operations in areas like financial analysis, transaction processing, and reconciliation. But are we using AI strategically, or just automating routine tasks?

New Survey Sentiments from Fund Accountants May Indicate Bellwether Industry Shifts

Advisory April 2, 2025 

New Survey Sentiments from Fund Accountants May Indicate Bellwether Industry Shifts

Seven in ten fund accountants surveyed identified the adoption of automation and AI as the most pressing industry trend for 2025. Notably, 61% agreed that these technologies will play a major role in fund accounting.

Dext Announces Record Growth, Enhanced Platform, and Partnership with Square

Accounting March 20, 2025 

Dext Announces Record Growth, Enhanced Platform, and Partnership with Square

Dext, a provider of bookkeeping automation and part of the IRIS Software Group, has announced its strongest year of growth driven by strong customer adoption, strategic partnerships and innovative product enhancements.

Isaac M. O'Bannon

Charity

Advisory March 7, 2025 

Study: Nearly Half of Nonprofits Lack Funds to Effectively Operate

For the second consecutive year, individual contributions—the single largest source of dollars given to charitable organizations for more than 10 years—have declined.

Isaac M. O'Bannon

Discussing the Crypto Summit – The Accounting Technology Lab Podcast – March 2025

Accounting Technology Lab Podcast March 7, 2025 

Discussing the Crypto Summit – The Accounting Technology Lab Podcast – March 2025

In this video and podcast, Randy Johnston and Brian Tankersley, CPA, discuss the Crypto Summit held at the White House on March 7, 2025, and the potential effects for accounting, reporting, taxes and accounting firms.

Brian Tankersley, Randy Johnston

riskmanagement-100041109-large_11143534

Risk Management March 4, 2025 

The Strategic Advantage of a Change Advisory Board

One helpful tool for structured change management is the Change Advisory Board (CAB). It’s a concept long used in IT and now gaining traction in broader business and project management functions.

Amanda Wilkie

Archived Webcast: Helping Clients Set Up Their Remote Employees

Accounting March 26, 2025  Sponsored

Archived Webcast: Helping Clients Set Up Their Remote Employees

Many businesses have team members across state lines, and you may have clients with remote employees in other states. Payroll can get confusing and tricky in these situations.

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Small Business February 12, 2025 

Small Businesses Saw Improved Performance, Says Xero Data

For the first time since late 2022, sales growth was positive and late payments and time to be paid metrics both had shorter waiting times.

Isaac M. O'Bannon

Forvis Mazars Launches Transportation Profitability Analysis & Network Management Consulting Service

CAS February 12, 2025 

Forvis Mazars Launches Transportation Profitability Analysis & Network Management Consulting Service

Data and insights from the tool, together with the consulting capacity of the team at Forvis Mazars, will provide an Unmatched Client Experience for carriers seeking to improve their bottom line.

Isaac M. O'Bannon

home delivery 1  58e4365748303

Small Business February 7, 2025 

Maryland Considers Adding Retail Delivery Fee

The fee would apply once per transaction even if the items are delivered in multiple shipments, so long as the purchase contains one item of tangible personal property subject to Maryland sales tax.

Gail Cole

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