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Advisory

TaxDome Launches Kiosk: The In-Person Client Experience, Now Digitally Integrated

Technology June 9, 2026 

TaxDome Launches Kiosk: The In-Person Client Experience, Now Digitally Integrated

TaxDome has announced the launch of TaxDome Kiosk, a modern practice management platform.

Isaac M. O'Bannon

Featured Articles

June 5, 2026  

Compliance Policies Need Tools Sophisticated Enough to Enforce Them

June 4, 2026  

Avalara Introduces Tax Content Essentials to Simplify Tax Rate Compliance for Growing Businesses

May 29, 2026  

Why Risk-Informed Advisory Is Becoming Essential for CPA Firms

May 26, 2026  

9 Easy Ways Firms Can Celebrate Client Loyalty and Milestones

May 19, 2026  

Restaurant Accountants: Lunch is Back, and It’s Big Business
checklist1

Advisory April 23, 2025 

Stop Running in Place: 12 Competencies for Building a Future-Ready Firm

Where are you consistently noticing leadership gaps, process inefficiencies, or talent shortages? Those aren't just pain points—they're opportunities for ongoing growth.

Arianna Campbell

child care blocks 1  5bfed89dc1133

Advisory April 18, 2025 

After the Deadline: How CPAs Can Use Child Care Tax Credits to Deliver Year-Round Value to Business Clients

The Employer-Provided Child Care Credit (IRC §45F). It allows employers to claim up to $150,000 in annual federal tax credits for supporting Child Care.

Sage and Wipfli Team Up for New Tech Innovations for Healthcare

Accounting April 16, 2025 

Sage and Wipfli Team Up for New Tech Innovations for Healthcare

Sage Intacct Clinical eProcurement and Sage Intacct EMRConnect were developed in partnership with Wipfli and are designed to address the unique needs of healthcare finance leaders.

Isaac M. O'Bannon

How Tariffs May Impact the Restaurant Dining Experience

Small Business April 14, 2025 

How Tariffs May Impact the Restaurant Dining Experience

Among households earning $50,000 or less a year, dining out is already less attractive because of higher prices, according to TouchBistro's 2025 American Diner Trends Report.

university-of-oklahoma isaac obannon 1_11675530

Advisory April 14, 2025 

How to Help Clients’ Children Score a Top College without Gaming the System

The first thing to know is that, while colleges are seats of higher learning, they are also a business. They have a brand. They have marketing departments. And they’re vitally interested in improving their position when various publications.

Avalara Earns TrustRadius Trusted Seller Verification

Advisory April 14, 2025 

Avalara Earns TrustRadius Trusted Seller Verification

Avalara has been verified as a Trusted Seller on TrustRadius, the most trusted buyer intelligence platform for business technology.

The Urgency of Real-Time Financial Insights for Manufacturing and Construction CFOs

Advisory April 14, 2025 

The Urgency of Real-Time Financial Insights for Manufacturing and Construction CFOs

For CFOs, real-time financial insights have become a necessity, enabling smarter decision-making, faster pivots, and greater financial resilience.

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.

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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

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