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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
Charting the Future of Accounting – Sept. 12 Webcast

Accounting September 12, 2024 

Charting the Future of Accounting – Sept. 12 Webcast

Canopy and CPA Practice Advisor partnered on a survey asking accountants how they saw the profession today and where they thought it would be in three to five years.

Eide Bailly’s Wealth Management Practice Joins Sequoia Financial Group

Firm Management September 10, 2024 

Eide Bailly’s Wealth Management Practice Joins Sequoia Financial Group

Eide Bailly, a national certified public accounting and business advisory firm has announced that Eide Bailly Advisors, LLC’s wealth management team will join Sequoia Financial Group.

Isaac M. O'Bannon

Forvis Mazars Adds Technology Consulting Practice to Serve Construction Clients

Firm Management September 9, 2024 

Forvis Mazars Adds Technology Consulting Practice to Serve Construction Clients

The practice is designed to help construction companies move forward with digital-first strategies to streamline financial reporting and project operations, enhance communication and

Isaac M. O'Bannon

mortgage-rates161_11567921

Firm Management September 9, 2024 

How CPAs Can Help Clients with Real Estate and Residential Changes

Most financial advisors will have little issue with managing questions involving the dollars and sense of buying, selling or leasing a typical home. It’s when the conversation turns to the complexities of late-in-life relocations that CPAs may find themselves in uncharted territory.

growth pic 1  5661b14028d45

Advisory September 5, 2024 

CAS Transformation is Only One Piece of Business Transformation

According to the AICPA’s CAS Benchmark Survey, CAS practices have experienced double-digit growth each year since 2018, and there is still room to grow.

Jim Boomer

Meeting

Advisory September 5, 2024 

Setting Up for Success: The Importance of Grounding in Client Meetings

If we go into a meeting with a client or team member distracted by everything that has already stressed us out that day and worrying about the things that are coming up to stress us out later, we are setting ourselves up for failure.

Ingrid Edstrom

Rule of 30: Strategic Growth and Profit Balance with Fractional CFO Expertise

Advisory September 4, 2024 

Rule of 30: Strategic Growth and Profit Balance with Fractional CFO Expertise

The Rule of 30 is particularly relevant for mature businesses in traditional industries that are focused on sustaining long-term growth while maintaining robust profit margins.

How to Become a Financial Hero to Your SMB Clients

September 3, 2024  Sponsored

How to Become a Financial Hero to Your SMB Clients

With AI, automation, and other technology trends influencing the market, many SMB business leaders are struggling with cash flow and unsure where to turn for financial advice.

The 2024 Tax and Accounting Technology Innovation Awards Announced

Accounting August 29, 2024 

The 2024 Tax and Accounting Technology Innovation Awards Announced

CPA Practice Advisor has announced the 2024 Tax and Technology Innovation Award winners and finalists. Now in their 21st year, the awards highlight technologies that advance the profession.

Isaac M. O'Bannon

CohnReznick Opens Digital Forensics Lab

Technology August 28, 2024 

CohnReznick Opens Digital Forensics Lab

Located near Washington, D.C., the lab is part of the top 20 firm's expanded cybersecurity and incidence response services.

Jason Bramwell

HBK CPAs, HBKS Wealth Advisors to Have Their Own Leaders

Firm Management August 27, 2024 

HBK CPAs, HBKS Wealth Advisors to Have Their Own Leaders

Christopher Allegretti and Thomas Angelo will be CEO and managing principal of HBKS Wealth Advisors and HBK CPAs, respectively.

Jason Bramwell

Moss Adams Adds AI Consulting Services

Firm Management August 26, 2024 

Moss Adams Adds AI Consulting Services

The top 15 accounting firm now has two service offerings for businesses looking to effectively utilize artificial intelligence.

Jason Bramwell

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