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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
economy1

Accounting February 6, 2025 

Businesses Face Persistent Risks and Growth Opportunities as Global Economy Undergoes Transformative Shift

A new study explores how businesses, executives and investors should rethink traditional approaches for navigating today’s global macroeconomic environment.

Isaac M. O'Bannon

CFOs Show Signs of Optimism in Latest Grant Thornton Survey

Small Business February 5, 2025 

CFOs Show Signs of Optimism in Latest Grant Thornton Survey

Respondents reported 13-quarter highs in their confidence in meeting growth projections (65%), increased demand (64%), cost control goals (62%) and labor needs (60%).

Isaac M. O'Bannon

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Small Business February 3, 2025 

Survey Shows Business Travel Bookings Remain Poorly Managed

A new business survey shows rising travel spend and broader card distribution within the mid-market, despite continued ineffectiveness of the tools being used to manage travel and expenses.

Isaac M. O'Bannon

AI & Outsourcing: A Winning Combination for Productivity

Accounting February 3, 2025 

AI & Outsourcing: A Winning Combination for Productivity

Implementing AI along with outsourcing can amplify the productivity benefits and other positives that each strategy offers individually.

Metrics_1_.5473af3a5ec6e

CAS February 3, 2025 

Know Your Numbers for Success: Critical KPIs to Track When Working with an Outsourced Accounting Team

You should be aware of, and monitor specific Key Performance Indicators (KPIs) to ensure seamless integration and effectiveness of your outsourcing team.

Gaynor Meilke

Archived Webcast: S Corporation Election Considerations for Corporations and LLCs

Accounting February 26, 2025  Sponsored

Archived Webcast: S Corporation Election Considerations for Corporations and LLCs

S Corporation elections are popular among Corporation and LLC owners due to various advantages. With the election deadline approaching in March, it is a great time to get refreshed on this popular election to help advise your clients.

Exploring CES 2025 – The Accounting Technology Lab Podcast – Jan. 2025

Accounting Technology Lab Podcast January 17, 2025 

Exploring CES 2025 – The Accounting Technology Lab Podcast – Jan. 2025

Randy Johnston and Brian Tankersley, CPA, explored CES 2025 in Las Vegas in January. In this podcast, they highlight some of the most interesting and useful technologies they saw on display.

Brian Tankersley, Randy Johnston

2025 Intuit QuickBooks Small Business Annual Report Offers Many Advisory Opportunities for Accountants

Advisory January 16, 2025  Sponsored

2025 Intuit QuickBooks Small Business Annual Report Offers Many Advisory Opportunities for Accountants

This year’s report provides valuable insights for businesses and offers guidance to help you set your clients up for success.

Holiday-Shopping1

Small Business January 16, 2025 

High Number of Shoppers Committed First-Party Fraud Over the 2024 Holiday Shopping Season

First-party fraud, sometimes referred to as “friendly fraud,” occurs when consumers exploit return and refund policies for financial gain. 

Isaac M. O'Bannon

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Accounting January 14, 2025 

AI and Litigation: How Accountants Can Stay Ahead as Courts Wrestle with the Machine Revolution

From automating processes to analyzing massive datasets, AI is reshaping the accounting landscape while lawyers and judges scramble to decide who’s responsible when it all goes wrong. From intellectual property spats to bias allegations, AI is breaking down courtroom doors, and the legal system isn’t ready.

Advisory vs. Compliance: Which Path Leads to Greater Success for Accounting Firms?

Accounting January 14, 2025 

Advisory vs. Compliance: Which Path Leads to Greater Success for Accounting Firms?

In December, more than two dozen accounting profession thought leaders participated in the latest Accounting Meta Influencers roundtable event focused on advisory services, compliance and firm specialization.

Isaac M. O'Bannon

Report Highlights Key Trends in Tax and Accounting for 2025

Accounting January 14, 2025 

Report Highlights Key Trends in Tax and Accounting for 2025

Led by AI adoption, digital transformation, and a shift toward advisory services, firms are positioning themselves for sustainable growth.

Isaac M. O'Bannon

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