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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
Quinn AI Financial Advisory Platform Raises $11 Million Seed Funding

Financial Reporting June 24, 2025 

Quinn AI Financial Advisory Platform Raises $11 Million Seed Funding

Quinn was founded by a team of technology veterans with over 15 years of experience in fintech and 20 years of experience in machine learning and complex data systems.

Isaac M. O'Bannon

regulations 1  569e57725fe9f

Small Business June 24, 2025 

How Businesses Can Stay on Top of Compliance Filing Obligations

Taking a proactive stance on filing deadlines and other requirements can help ensure your clients remain in good standing.

Nellie Akalp

Restaurants Increase Investments in AI, But Adoption Lags, Says Deloitte Survey

CAS June 23, 2025 

Restaurants Increase Investments in AI, But Adoption Lags, Says Deloitte Survey

With customer expectations evolving, some restaurant leaders are turning to artificial intelligence (AI) to create new opportunities for growth across their operations.

Isaac M. O'Bannon

E-Invoicing Could Unlock $616 Billion in Global Economic Gains

CAS June 23, 2025 

E-Invoicing Could Unlock $616 Billion in Global Economic Gains

A new study identifies a combined annual economic opportunity of $616 billion through productivity gains, faster payments, and reduced fraud, if businesses more effectively adopt e-invoicing practices.

Isaac M. O'Bannon

insurance-fraud1

Accounting June 23, 2025 

N. Carolina Woman Sentenced to Nearly 4 Years for $900K Embezzlement

Wilshire executed the scheme by issuing multiple Comdata prepaid debit cards in her name and in the names of other individuals, including former, fictitious, and current employees who were not aware the cards existed.

Isaac M. O'Bannon

The Top Tech at AICPA Engage 2025 – The Accounting Technology Lab Podcast – June 2025

Accounting Technology Lab Podcast June 20, 2025 

The Top Tech at AICPA Engage 2025 – The Accounting Technology Lab Podcast – June 2025

Randy Johnston and Brian Tankersley, CPA, went on video at the AICPA Engage conference and CPA Practice Advisor's annual Think Tank meet-up. Watch the video or read the transcript.

Brian Tankersley, Randy Johnston

Will Employers be Targeted for Hiring Undocumented Workers?

Payroll June 19, 2025 

Will Employers be Targeted for Hiring Undocumented Workers?

Although it's not regularly enforced, a 1986 federal law made it a crime to knowingly hire someone without authorization to work in the country.

State CPA Society News & Updates – June 2025

Advisory June 18, 2025 

State CPA Society News & Updates – June 2025

State CPA Society News & Updates is a selection of recent announcements and initiatives by CPA associations in the United States and its territories.

Mary Girsch-Bock

Accounting Firms Saw Gains in Profits and Clients Over the Past Year

Firm Management June 17, 2025 

Accounting Firms Saw Gains in Profits and Clients Over the Past Year

Accounting firms in the U.S. have had a profitable last 12 months, due to adding new clients, technology, and service offerings, according to a new report from Xero.

Jason Bramwell

Powering Up at Intuit Connect: Feel the Transformational Experience and Register Today

Small Business June 17, 2025 

Powering Up at Intuit Connect: Feel the Transformational Experience and Register Today

One of the key focuses of the Intuit Connect conference is to offer expert advice on how to become a stronger leader and advisor so that you can transform your client relationships and ultimately your firm’s success. 

Bryan Cytron

The AI Paradox: It Helps Support Business Growth But Also Helps Fuel Fraud

Small Business June 17, 2025 

The AI Paradox: It Helps Support Business Growth But Also Helps Fuel Fraud

Businesses started in the last 12 months reported the highest levels of skepticism around AI, while established businesses were the most enthusiastic.

Isaac M. O'Bannon

Content-Marketing1

Advisory June 16, 2025 

Create Content That Hollers: Our Firm is #1

Your clients need content they value: tips and tricks to build a successful business (marketing hacks, entity selection tips, leadership best practices), insights on industry trends, and even the fun stuff (quizzes, lifestyle articles).

Kristy Short, Ed.D.

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