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Advisory

Smaller Rooms, Bigger Impacts — Small Conferences and Retreats Help Build the Profession

Accounting April 29, 2026 

Smaller Rooms, Bigger Impacts — Small Conferences and Retreats Help Build the Profession

Professionals are starting to reconsider the mega accounting conferences and move toward smaller conferences, niche retreats, and multi-city roadshows.

Richard Roppa-Roberts

Featured Articles

April 30, 2026  

Wipfli Adds Risk Management Firm CompliancePoint

April 30, 2026  

TaxPlanIQ Reveals Plans for Tax Advisory Summit 2026

April 24, 2026  

5 M&A Signals CPAs Should Be Watching for Their Clients in 2026

April 23, 2026  

Infinite Ties Launches the FanCAS-Kit Enabling Tax Firms to Transform Compliance Expertise into Predictable, Year-Round Growth

April 20, 2026  

Fraud Remains a Top Concern for Americans, New AARP Research Shows
Marketing word cloud

Advisory December 27, 2024 

Marketing Automation Strategies to Maximize Lead Conversion

Marketing automation offers you a dynamic approach to streamline lead nurturing, making the client acquisition process more efficient and personalized.

Becky Livingston

Spend Management Advisory: A Growing Opportunity for Accounting Firms

Accounting December 24, 2024  Sponsored

Spend Management Advisory: A Growing Opportunity for Accounting Firms

In this special report, learn what accounting firms have done to ramp up this approachable yet lucrative advisory service quickly.

growth pic 1  5661b14028d45

Advisory December 23, 2024 

New Service Offerings to Grow Your Firm in 2025

Some services are a natural fit for CPAs. And although they might not be a part of their expected line-up, they are so closely integrated in business operations that it would almost be a disservice not to offer them.

Nellie Akalp

2024 Ensuring Success Online CPE Conference Draws Thousands of Attendees

Accounting December 19, 2024 

2024 Ensuring Success Online CPE Conference Draws Thousands of Attendees

The event is free for professionals, thanks to the sponsorship of several leading accounting and tax technology providers. All sessions are NASBA certified for CPE credit, and some sessions are IRS certified for CE credit.

Isaac M. O'Bannon

Ensuring Success 2024 Online Conference Wrap Up, Day 2 –

Auditing December 19, 2024 

Ensuring Success 2024 Online Conference Wrap Up, Day 2 –

Thursday's free CPE session topics begin at 9am ET, and include Secure Act 2.0 effects on retirement, CAS, business license management, firm strategies, tax resolution, firm staffing, and marketing. Day two sessions start at 9am ET.

Isaac M. O'Bannon

Crowe Launches Cyber Risk Management Solution

Technology December 18, 2024 

Crowe Launches Cyber Risk Management Solution

The top 15 accounting firm and X-Analytics, a cyber risk decisioning application, announced Dec. 17 the launch of Crowe Cyber Economic Risk Analyzer. 

 AI Lowers Barriers to Fraud Investigations

Auditing December 17, 2024 

AI Lowers Barriers to Fraud Investigations

The median duration of a fraud scheme is more than a year, with losses compounding the longer the plot goes on. 

Trusted-Advisor41

Advisory December 13, 2024 

The Accountant Trust Quotient: How Accountants Can Help Clients Build Trust in New Technology

The 'trust equation,' outlined in The Trusted Advisor by David Maister, Charles Green, and Robert Galford, is a formula that quantifies trust in professional relationships: take a person’s credibility, reliability, and intimacy and divides it by their self-interest.

Jason Salzetti to Take Over as Chair and CEO of Deloitte Consulting

Firm Management December 12, 2024 

Jason Salzetti to Take Over as Chair and CEO of Deloitte Consulting

Salzetti, who currently leads Deloitte US's Government and Public Services practice, will take over the firm's consulting arm on Jan. 27, 2025, succeeding Dan Helfrich who has served in the role since 2019.

Jason Bramwell

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CAS December 10, 2024 

AICPA and CPA.com Benchmark Survey: Client Advisory Services (CAS) Practices Report 17% Growth

CAS practices that participated in the survey reported a median growth rate of 17% and are highly optimistic about the continued opportunity of the practice area.

Isaac M. O'Bannon

Improve Client Cash Flow in 2025 Using Proven Strategies

Small Business December 6, 2024 

Improve Client Cash Flow in 2025 Using Proven Strategies

Slow or non-payments are a real concern, and as a firm owner, it’s in your best interest to help your clients receive their payments faster and reevaluate spending.

Katie Thomas

CPE Sessions Announced for Ensuring Success

Accounting November 25, 2024 

CPE Sessions Announced for Ensuring Success

On Dec. 18-19, professionals can earn up to 14 hours of free CPE credit, with 7 sessions each day. Pick the ones you want or stay for all of them.

Isaac M. O'Bannon

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