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.
Financial Planning October 20, 2023
The Pros and Cons of Annuities: A Guide for Financial Advisors
As financial advisors, you will act as a middle ground between the insurance company and the annuitant to facilitate the contract.
Firm Management October 12, 2023
The Future is Client-Centric: Preparing Your Firm for Success
Create communication policies and adopt technologies that will improve the client experience.
Firm Management October 11, 2023
How to Harness Case Studies in Your Marketing Efforts
Studies highlighting triumphs are a best-practice marketing method to capture the attention of prospective clients and nurture their conversion to loyal clients.
Mergers and Acquisitions October 11, 2023
CohnReznick Acquires Division from Exiger
The staff and contracts are being absorbed into CohnReznick’s rapidly expanding government advisory practice.
Small Business October 11, 2023
Small Business Credit Card Spending Up 20 Percent Post-Pandemic
Amid inflation and high interest rates, small businesses are increasingly turning to credit cards for operational and growth expenses.
Advisory October 11, 2023
The Crucial Role of Communication in Change Management
Often, firms make the mistake of waiting until the 11th hour to start communicating change. This approach leads to rushed messaging, unaddressed concerns and a lack of buy-in.
Financial Planning October 11, 2023
Life Insurance Planning Tips for Parents and Caregivers
October is National Financial Planning Month, making it the perfect time to consider your family’s future financial well-being, including your decision of whether you need life insurance.
Advisory October 10, 2023
Grant Thornton Sees Record $2.4 Billion in Revenue in FY 2023
The firm realized revenues of $2.4 billion for the fiscal year ending July 31, 2023, up from approximately $2.3 billion in revenue in 2022.
Accounting October 9, 2023
AICPA Hits a Home Run with ESG Symposium
Most recently, CPA.com partnered with Good.Lab, a provider of ESG software and consulting services, to create a new practice development program.
Advisory October 9, 2023
Financial Service Leaders Confident in Digital Fitness of Sector, But Worry Over AI
The study defines “tech anxiety” as the feeling senior leaders have as a result of the rapid pace of advancements in technology that are causing concern when it comes to how their business operates.
Accounting October 5, 2023
Business Versus Knowledge Process Outsourcing: Which Is Right for Your Firm?
Outsourcing can bridge the skills gap, boost productivity, and allow firms to focus on higher-value tasks without the burdens of additional overhead costs.
Advisory October 5, 2023
Mindful Communication: The Secret to Deeper Client Engagement in Your Accounting Practice
Mindful communication is the cornerstone of deep client engagement. When practiced, it transforms routine client meetings into profound, trust-building encounters.