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.
Advisory April 22, 2024
Summer Marketing Initiatives for Small to Mid-Sized Accounting Firms
The slower pace of summer offers a prime opportunity to engage with current clients in more relaxed settings and attract new clients who are preparing for the end-of-year financial rush.
Advisory April 19, 2024
More CAS Firms Adding 1099 and W-9 Services
There’s a high demand for 1099 services, according to the 2022 CPA.com and AICPA PCPS Client Advisory Services (CAS) Benchmark Survey.
Accounting April 19, 2024
Decisions 2024 – So, What’s Next?
Embracing adaptability and continuous learning will equip us to thrive in an environment of economic uncertainty and rising costs.
Technology April 17, 2024
75% of Mid-Market Companies to Invest in AI Over Next Five Years, According to Wipfli Survey
The survey sheds light on the evolving landscape of technology investments and workforce dynamics among these businesses, providing valuable insights into their strategies and challenges.
CAS April 17, 2024
Attracting and Retaining Clients Starts with Tech Expertise
SMBs rely on their accounting firms for a variety of needs, but one particular area they feel strongly about is having an understanding of the technology they use.
Advisory April 10, 2024
Beyond Offshoring: A Spectrum of Sourcing Solutions
The accounting profession is struggling to deal with a talent shortage. Fewer students are selecting accounting as a major, and those who do often opt for careers outside of public accounting.
Accounting March 28, 2024
Don Scholl, a Well-Liked and Respected Consultant to the CPA Profession, Has Died
Scholl, who retired about 15 years ago after serving as president of his own consulting firm for four decades, passed away March 27.
Accounting Technology Lab Podcast March 27, 2024
The Accounting Technology Lab Podcast – The 2024 CPAPA Thought Leader Symposium – Apr. 2024
Hosts Randy Johnston and Brian Tankersley, CPA, discuss the 2024 CPA Practice Advisor Thought Leader Symposium, which was held in Dallas in February..
Accounting Technology Lab Podcast March 27, 2024
The Accounting Technology Lab Podcast – Review of SOBI Analytics – Mar. 2024
Hosts Randy Johnston and Brian Tankersley, CPA, discuss and review SOBI Analytics, an AI-driven platform, built specifically with CAS (Client Advisory Services) accounting firms in mind.
Accounting March 26, 2024
Cast Your Vote for 2024 Readers’ Choice Awards!
The CPA Practice Advisor Readers’ Choice Awards give readers the opportunity to spotlight the technologies they most rely on and trust to manage their firms.
Accounting Technology Lab Podcast March 22, 2024
The Accounting Technology Lab Podcast – Review of FedNow – Mar. 2024
The team discusses FedNow, a new instant payment infrastructure from the Federal Reserve that allows eligible depository institutions of different sizes across the U.S. provide instant payment services.
Firm Management March 18, 2024
Deloitte Revamps Structure to Slash Costs in Tough Market
The move will see the Big Four firm reorganize its main business units down to four arms from five, the Financial Times reported.