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Advisory

Majority of Retail and SaaS Leaders Say All-in-One Platforms Limit Growth

CAS April 6, 2026 

Majority of Retail and SaaS Leaders Say All-in-One Platforms Limit Growth

The research also reveals a sharp disconnect on the impact of all-in-one platforms inside organizations.

Featured Articles

April 6, 2026  

Whether PE-Backed or Not, Building Client Relationships Must Remain a Priority

April 6, 2026  

States Pay Deloitte, Others Millions to Comply with Trump Law to Cut Medicaid Rolls

April 1, 2026   Sponsored

The CPA’s Guide to Spend Control Advisory

April 1, 2026  

Kaufman Rossin and Synack Partner to Scale AI-Powered, Continuous Penetration Testing for Regulated Companies

March 30, 2026  

Square Expands Business Lending Program
New SmartVault and Liscio Integration Paves the Way for Flexible Accounting Tech Stack

Advisory July 16, 2024 

New SmartVault and Liscio Integration Paves the Way for Flexible Accounting Tech Stack

The integration is particularly timely as firms seek to replace outdated systems before the upcoming tax season.

Isaac M. O'Bannon

business-growth1

Firm Management July 12, 2024 

Unlocking Growth: How to Effectively Market Client Accounting Services (CAS)

In the competitive world of accounting and advisory services, offering Client Accounting Services (CAS) or Client Accounting Advisory Services (CAAS) can set firms apart and strengthen client relationships.

Becky Livingston

Accounting Firm Adds New Subsidiary, Schneider Downs Capital

Advisory July 10, 2024 

Accounting Firm Adds New Subsidiary, Schneider Downs Capital

Schneider Downs & Co. introduces a new subsidiary: Schneider Downs Capital LLC (SD Capital), a focused team of value advisors specializing in middle market transactions.

Isaac M. O'Bannon

Recap of the Accounting Thought Leader Think Tank – The Accounting Technology Lab Podcast – July 2024

Accounting July 3, 2024 

Recap of the Accounting Thought Leader Think Tank – The Accounting Technology Lab Podcast – July 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss the invitation-only Accounting Thought Leader Think Tank Symposium, which gathered dozens of the most influential accounting technologists, practitioners, advisors, and policy makers in the profession. The event was held just prior to the 2024 AICPA Engage Conference.

Brian Tankersley, Randy Johnston

How to Use ChatGPT to Create Attention-Grabbing Marketing Content

Advisory July 2, 2024 

How to Use ChatGPT to Create Attention-Grabbing Marketing Content

Using ChatGPT, Copilot, or Gemini to create any type of marketing output can save you time and money. And if you’re not a natural wordsmith, it can help you put the pizazz in your titles and subject lines as well as the rest of your marketing content.

Sandi Smith Leyva

Changes Coming to QuickBooks – The Accounting Technology Lab Podcast – July 2024

Accounting Technology Lab Podcast June 28, 2024 

Changes Coming to QuickBooks – The Accounting Technology Lab Podcast – July 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss several changes coming to QuickBooks in 2024, including in pricing and strategic changes in the organization.

Brian Tankersley, Randy Johnston

New Intuit QuickBooks Technology Survey Calls for Improvements in Three Key Areas

Advisory June 28, 2024  Sponsored

New Intuit QuickBooks Technology Survey Calls for Improvements in Three Key Areas

On average, respondents reported they plan to invest $24,000 in accounting and bookkeeping technologies in the coming year,

Scott Cytron

How SEO Can Drive CAS Growth for Accounting Firms

CAS June 27, 2024 

How SEO Can Drive CAS Growth for Accounting Firms

SEO is all about optimizing the pages of a website so that they rank higher on search engines like Google. The higher the ranking, the more visibility you'll receive.

Roundtable Labs Announces Launch of Second Empower Your Passion Cohort

Firm Management June 26, 2024 

Roundtable Labs Announces Launch of Second Empower Your Passion Cohort

It's a dynamic mastermind group designed to empower participants to break free from conventional norms, embrace imperfections, challenge power dynamics, and shape a more sustainable future for themselves and their communities.

Isaac M. O'Bannon

Roadmap to The Modern Firm

Advisory June 25, 2024 

Roadmap to The Modern Firm

For firms, the continuum represents a proven, strategic roadmap to achieve modern status and thrive in the digital era.

CGMA, CITP, CPA, Darren Root

The Hidden Costs of Late Invoice Payments

Accounting June 24, 2024 

The Hidden Costs of Late Invoice Payments

It has never been more critical for business consultants to work closely with clients to mitigate the prevalence of late invoice payments.

NetSuite Launches New Solution for HIPAA Compliance for Healthcare Entities

Accounting Standards June 24, 2024 

NetSuite Launches New Solution for HIPAA Compliance for Healthcare Entities

NetSuite SuiteSuccess Healthcare Edition is an industry-specific pre-configured solution with pre-defined role-based dashboards, reports, KPIs, and workflows.

Isaac M. O'Bannon

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