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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
TaxPlanIQ Unveils Value-Based Pricing Tool For Accounting Firms

Technology November 20, 2024 

TaxPlanIQ Unveils Value-Based Pricing Tool For Accounting Firms

Firms can use the free tool to price advisory services like tax planning and CFO support based on measurable client outcomes.

Jason Bramwell

Vero AI Launches Iris GRC

Technology November 13, 2024 

Vero AI Launches Iris GRC

The AI-powered evaluation tool enables businesses to streamline their compliance efforts for more faster and accurate results.

Jason Bramwell

RSM Teams with Additive to Enhance Tax Service Capabilities Using Generative AI

Accounting November 13, 2024 

RSM Teams with Additive to Enhance Tax Service Capabilities Using Generative AI

This relationship empowers RSM and its clients to be at the forefront of generative AI adoption through Additive’s groundbreaking tax workflow management platform.

Isaac M. O'Bannon

KSM Adds Valuation Firm ValueKnowledge in Illinois

Firm Management November 12, 2024 

KSM Adds Valuation Firm ValueKnowledge in Illinois

The Indianapolis-based top 60 firm said the deal with ValueKnowledge augments its growing business valuation practice.

Jason Bramwell

EY Acquires HR Tech Consulting Firm Jubilant

Firm Management November 12, 2024 

EY Acquires HR Tech Consulting Firm Jubilant

Jubilant focuses on implementing and supporting human capital management, payroll, and workforce management systems.

Jason Bramwell

Navan Launches Travel and Expense Management System for Accounting Firms

Accounting November 12, 2024 

Navan Launches Travel and Expense Management System for Accounting Firms

Navan helps firms standardize spend management with dynamic spend policies, real-time transaction feeds, and direct GL integrations, including NetSuite, QuickBooks, and Xero.

Isaac M. O'Bannon

Using ChatGPT with Strategic Business Methodologies

Small Business November 11, 2024 

Using ChatGPT with Strategic Business Methodologies

Client accounting services often exceed the boundaries of traditional accounting analysis. Many clients want more, such as a strategic planning analysis method such as SWOT, where an ...

Sandi Smith Leyva

Decisions 2024: The Opportunities for Accounting Firms Have Never Been Greater

CAS November 11, 2024 

Decisions 2024: The Opportunities for Accounting Firms Have Never Been Greater

The outlook couldn't be brighter with new opportunities, technologies, challenges, and clients looking to take advantage of your service offerings.

Randy Johnston

End-of-Year Accounts Receivable Checklist: Ensuring Financial Stability for Your Clients into the New Year

Accounting November 7, 2024 

End-of-Year Accounts Receivable Checklist: Ensuring Financial Stability for Your Clients into the New Year

This checklist allows CPAs, accountants, and financial consultants to provide clients with a comprehensive approach to year-end A/R management.

Archived Webcast – S Corporation vs. LLC: Similarities and Differences

Accounting November 21, 2024  Sponsored

Archived Webcast – S Corporation vs. LLC: Similarities and Differences

While S Corporations and Limited Liability Companies (LLCs) are similar because they provide liability protection for business owners and allow for pass-through tax treatment, there are many differences as to how they are operated, complied with, and taxed.

Inspiration, Education, and Primo Networking: Intuit Connect Continues to be THE Event for Accounting Professionals

Small Business November 6, 2024  Sponsored

Inspiration, Education, and Primo Networking: Intuit Connect Continues to be THE Event for Accounting Professionals

The name change to Intuit Connect encompassed the integrated platform’s ability to help businesses start up and scale up, with accountants as the key advisors who, along with the QuickBooks ecosystem, guide their clients to growth.

Scott Cytron

Archived Webcast – Not Just for the Rich: Using Charitable Giving Techniques to Solve Real-World Tax and Financial Planning Problems

Accounting December 11, 2024  Sponsored

Archived Webcast – Not Just for the Rich: Using Charitable Giving Techniques to Solve Real-World Tax and Financial Planning Problems

Are your clients looking for ways to reduce their tax liability? Charitable giving offers unique opportunities to benefit from tax advantages, support a favorite charity, and generate lifetime income.

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