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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
Deloitte, Other Contractors Pressed by Senators on Errors in Medicaid Eligibility Systems

Advisory October 14, 2025 

Deloitte, Other Contractors Pressed by Senators on Errors in Medicaid Eligibility Systems

Failures have resulted in the erroneous loss of health coverage and other vital safety-net benefits for low-income people. Malfunctions in those systems can cost millions and take years to fix.

 Poll Shows 75% Think Financial Education In Schools Would Help

Financial Planning October 11, 2025 

Poll Shows 75% Think Financial Education In Schools Would Help

They said their current quality of life would be better had they had the opportunity to take it, and that it would better prepare students for life after graduation.

Isaac M. O'Bannon

Business Execs Put Cybersecurity and Risk Management Among Top Three Tech Objectives, Grant Thornton Says

Technology October 10, 2025 

Business Execs Put Cybersecurity and Risk Management Among Top Three Tech Objectives, Grant Thornton Says

The third and final installment of top 10 firm Grant Thornton's Digital Transformation survey found that embedding cybersecurity, resilience, and real-time compliance into technology strategies can help organizations stay agile and innovate.

Jason Bramwell

Accounting Firms Are Choosing Transformation Over Tactics, Wolters Kluwer Report Says

Firm Management October 9, 2025 

Accounting Firms Are Choosing Transformation Over Tactics, Wolters Kluwer Report Says

In a profession that is rapidly evolving due to AI, cloud integration, and heightened client expectations for deeper insights, firms worldwide are moving beyond tactical responses to embrace strategic transformation.

Jason Bramwell

Report Shows C-Suite Distance Can Hinder Strategic Value in B2B Payments

Small Business October 7, 2025 

Report Shows C-Suite Distance Can Hinder Strategic Value in B2B Payments

70% of respondents indicated the B2B AP processes were at least half manually operated, and almost 70% for AR.

Isaac M. O'Bannon

Fears of a Trillion Dollar AI Bubble are Growing

Financial Planning October 7, 2025 

Fears of a Trillion Dollar AI Bubble are Growing

The financing is coming from venture capital, debt and, lately, some more unconventional arrangements that have raised eyebrows on Wall Street.

Unemployed_College_Grads_1_.5436967dc0382

Advisory October 6, 2025 

Beyond 529s: How Grandparents Can Help Pay for College

Under a recent change in the FAFSA (Free Application for Federal Student Aid), funds supplied by a grandparent through a 529 are not reported as student income, so the grandchild’s eligibility for federal aid is not impacted.

business-loans111

Advisory October 6, 2025 

4 Tips for Borrowing Money from Friends or Family

It’s great to have people who care about you AND who have a bank balance. But before you pocket that extra cash, here are some tips that will put both you and your lender at ease regarding the loan.

Gail Perry

BILL Launches Operating Account to Streamline Payments and Optimize Cashflow

Technology October 2, 2025 

BILL Launches Operating Account to Streamline Payments and Optimize Cashflow

Businesses like Dr. Squatch are harnessing BILL Cash Account to earn more and pay faster.

Isaac M. O'Bannon

Why Buying AI Tools Isn’t an AI Strategy—And What Actually Works

Advisory October 2, 2025 

Why Buying AI Tools Isn’t an AI Strategy—And What Actually Works

79% of professionals believe AI will transform our industry within five years, yet only 14% of firms have developed actual AI strategies.

Ryan and Dhruva Advisors Announce Joint Venture

Advisory October 2, 2025 

Ryan and Dhruva Advisors Announce Joint Venture

The partnership represents a significant and strategic advancement for Ryan to further its ability to serve clients in high-growth markets, while reinforcing its global presence and capabilities. 

Isaac M. O'Bannon

How Will the Government Shutdown Affect the Stock Market?

Advisory September 30, 2025 

How Will the Government Shutdown Affect the Stock Market?

U.S investors were cautious on Tuesday, with stock futures tied to the Dow, S&P, and Nasdaq all dipping slightly as the looming U.S. government shutdown dominated most news coverage and investor concerns.

Isaac M. O'Bannon

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