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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
How to Become a Financial Hero to Your SMB Clients

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.

The 2024 Tax and Accounting Technology Innovation Awards Announced

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.

Isaac M. O'Bannon

CohnReznick Opens Digital Forensics Lab

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.

Jason Bramwell

HBK CPAs, HBKS Wealth Advisors to Have Their Own Leaders

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.

Jason Bramwell

Moss Adams Adds AI Consulting Services

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.

Jason Bramwell

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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.

Financial-Data-and-Mag-Glass1

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.

Xero Showcases New Tech and Integrations at Xerocon 2024 Conference in Nashville

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.

Isaac M. O'Bannon

Survey of Main Street Accountants Signals Turbulence for Small Businesses

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.

Isaac M. O'Bannon

Financial Cents Launches $9 per Month Practice Management Option

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.

Isaac M. O'Bannon

EisnerAmper and Eisner Advisory Group Admit Record Class of New Partners

Firm Management August 12, 2024 

EisnerAmper and Eisner Advisory Group Admit Record Class of New Partners

Nine professionals joined the partnership at EisnerAmper LLP, while 14 made partner at Eisner Advisory Group.

Jason Bramwell

What Does Pickleball Have to Do with ChatGPT and Accounting? 

Accounting August 9, 2024 

What Does Pickleball Have to Do with ChatGPT and Accounting? 

Clients are often great at what they do in their business, but not too many clients are good at what we accountants do. Sometimes, we could use a little help to put things in our clients’ languages.

Sandi Smith Leyva

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