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Advisory

Americans Lost $68 Billion to Scams in 2025

CAS July 23, 2026 

Americans Lost $68 Billion to Scams in 2025

6% of the U.S. population were victims of financial scams in 2025, with total losses reaching approximately $68 billion.

Featured Articles

July 22, 2026  

How Firm Principals Work Themselves Out of a Job

July 22, 2026  

CLA Teams with Digits to Build Proprietary AI Model

July 21, 2026  

Registration Open for Ensuring Success 2026 – Free Online CPE and IRS CE Conference Dec. 9-10, 2026

July 21, 2026  

Rethinking the RMD: The Giving Strategy Hidden Inside Your Client’s IRA

July 16, 2026  

Specialty Tax Forum to Gather Russian-Speaking Professionals in Miami, Oct. 22-24
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

Growth chart trees1 1  59b20fadd2605

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

TaxPlanIQ Unveils Value-Based Pricing Tool For Accounting Firms

Technology November 20, 2024 

TaxPlanIQ Unveils Value-Based Pricing Tool For Accounting Firms

Firms can use the free tool to price advisory services like tax planning and CFO support based on measurable client outcomes.

Jason Bramwell

Vero AI Launches Iris GRC

Technology November 13, 2024 

Vero AI Launches Iris GRC

The AI-powered evaluation tool enables businesses to streamline their compliance efforts for more faster and accurate results.

Jason Bramwell

RSM Teams with Additive to Enhance Tax Service Capabilities Using Generative AI

Accounting November 13, 2024 

RSM Teams with Additive to Enhance Tax Service Capabilities Using Generative AI

This relationship empowers RSM and its clients to be at the forefront of generative AI adoption through Additive’s groundbreaking tax workflow management platform.

Isaac M. O'Bannon

KSM Adds Valuation Firm ValueKnowledge in Illinois

Firm Management November 12, 2024 

KSM Adds Valuation Firm ValueKnowledge in Illinois

The Indianapolis-based top 60 firm said the deal with ValueKnowledge augments its growing business valuation practice.

Jason Bramwell

EY Acquires HR Tech Consulting Firm Jubilant

Firm Management November 12, 2024 

EY Acquires HR Tech Consulting Firm Jubilant

Jubilant focuses on implementing and supporting human capital management, payroll, and workforce management systems.

Jason Bramwell

Navan Launches Travel and Expense Management System for Accounting Firms

Accounting November 12, 2024 

Navan Launches Travel and Expense Management System for Accounting Firms

Navan helps firms standardize spend management with dynamic spend policies, real-time transaction feeds, and direct GL integrations, including NetSuite, QuickBooks, and Xero.

Isaac M. O'Bannon

Using ChatGPT with Strategic Business Methodologies

Small Business November 11, 2024 

Using ChatGPT with Strategic Business Methodologies

Client accounting services often exceed the boundaries of traditional accounting analysis. Many clients want more, such as a strategic planning analysis method such as SWOT, where an ...

Sandi Smith Leyva

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