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.
Advisory September 5, 2024
Setting Up for Success: The Importance of Grounding in Client Meetings
If we go into a meeting with a client or team member distracted by everything that has already stressed us out that day and worrying about the things that are coming up to stress us out later, we are setting ourselves up for failure.
Advisory September 4, 2024
Rule of 30: Strategic Growth and Profit Balance with Fractional CFO Expertise
The Rule of 30 is particularly relevant for mature businesses in traditional industries that are focused on sustaining long-term growth while maintaining robust profit margins.
September 3, 2024 Sponsored
How to Become a Financial Hero to Your SMB Clients
With AI, automation, and other technology trends influencing the market, many SMB business leaders are struggling with cash flow and unsure where to turn for financial advice.
Accounting August 29, 2024
The 2024 Tax and Accounting Technology Innovation Awards Announced
CPA Practice Advisor has announced the 2024 Tax and Technology Innovation Award winners and finalists. Now in their 21st year, the awards highlight technologies that advance the profession.
Technology August 28, 2024
CohnReznick Opens Digital Forensics Lab
Located near Washington, D.C., the lab is part of the top 20 firm's expanded cybersecurity and incidence response services.
Firm Management August 27, 2024
HBK CPAs, HBKS Wealth Advisors to Have Their Own Leaders
Christopher Allegretti and Thomas Angelo will be CEO and managing principal of HBKS Wealth Advisors and HBK CPAs, respectively.
Firm Management August 26, 2024
Moss Adams Adds AI Consulting Services
The top 15 accounting firm now has two service offerings for businesses looking to effectively utilize artificial intelligence.
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Accounting Standards August 26, 2024
Tech Can Help Accountants Have Hobbies Again
Achieving a proper work-life balance is something that we need to constantly work at, but the right technology can bring a little more free time to an accountant's day-to-day life.
Accounting August 23, 2024
Controller vs CFO: Which Does Your Client Need
Do your clients need a controller, a CFO, or both? Every business, at some point, reaches a stage where financial management becomes too complex and just getting the bookkeeping done is no longer enough.
Accounting August 14, 2024
Xero Showcases New Tech and Integrations at Xerocon 2024 Conference in Nashville
Small business accounting technology maker Xero opened its annual Xerocon event in Nashville, Tennessee, on Wednesday, hosting more than 1,000 accounting professionals, financial advisors, and business consultants.
Small Business August 12, 2024
Survey of Main Street Accountants Signals Turbulence for Small Businesses
Main Street accountants are providing cautionary advice to small businesses amidst uncertain or deteriorating business and economic conditions.
Advisory August 12, 2024
Financial Cents Launches $9 per Month Practice Management Option
The plan is designed specifically for solo practitioners who need streamlined, accounting-focused workflow tools without the complexity or cost associated with larger platforms.