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Advisory

Five Collections Habits Accountants Can Help Small-Business Clients Adopt

Small Business November 5, 2026 

Five Collections Habits Accountants Can Help Small-Business Clients Adopt

My father's business would have been easier to run with those habits in place. Most of your clients' businesses would be too.

Salman Shawaf

Featured Articles

November 4, 2026  

The Reconciled-Books Trap: 5 Misclassifications Tax Preparers Should Catch Before Filing

November 4, 2026  

The Bookkeeping Mistake That Keeps Showing Up in New Clients’ Books

November 3, 2026  

Selling Advice, Not Hours: Packaging Advisory Services Clients Understand

November 3, 2026  

Levvy Announces New Connection to Claude and ChatGPT

November 2, 2026  

Beat Financial Stress: 6 Essential Year-End Money Moves
Dext Announces Record Growth, Enhanced Platform, and Partnership with Square

Accounting March 20, 2025 

Dext Announces Record Growth, Enhanced Platform, and Partnership with Square

Dext, a provider of bookkeeping automation and part of the IRIS Software Group, has announced its strongest year of growth driven by strong customer adoption, strategic partnerships and innovative product enhancements.

Isaac M. O'Bannon

Charity

Advisory March 7, 2025 

Study: Nearly Half of Nonprofits Lack Funds to Effectively Operate

For the second consecutive year, individual contributions—the single largest source of dollars given to charitable organizations for more than 10 years—have declined.

Isaac M. O'Bannon

Discussing the Crypto Summit – The Accounting Technology Lab Podcast – March 2025

Accounting Technology Lab Podcast March 7, 2025 

Discussing the Crypto Summit – The Accounting Technology Lab Podcast – March 2025

In this video and podcast, Randy Johnston and Brian Tankersley, CPA, discuss the Crypto Summit held at the White House on March 7, 2025, and the potential effects for accounting, reporting, taxes and accounting firms.

Brian Tankersley, Randy Johnston

riskmanagement-100041109-large_11143534

Risk Management March 4, 2025 

The Strategic Advantage of a Change Advisory Board

One helpful tool for structured change management is the Change Advisory Board (CAB). It’s a concept long used in IT and now gaining traction in broader business and project management functions.

Amanda Wilkie

Archived Webcast: Helping Clients Set Up Their Remote Employees

Accounting March 26, 2025  Sponsored

Archived Webcast: Helping Clients Set Up Their Remote Employees

Many businesses have team members across state lines, and you may have clients with remote employees in other states. Payroll can get confusing and tricky in these situations.

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Small Business February 12, 2025 

Small Businesses Saw Improved Performance, Says Xero Data

For the first time since late 2022, sales growth was positive and late payments and time to be paid metrics both had shorter waiting times.

Isaac M. O'Bannon

Forvis Mazars Launches Transportation Profitability Analysis & Network Management Consulting Service

CAS February 12, 2025 

Forvis Mazars Launches Transportation Profitability Analysis & Network Management Consulting Service

Data and insights from the tool, together with the consulting capacity of the team at Forvis Mazars, will provide an Unmatched Client Experience for carriers seeking to improve their bottom line.

Isaac M. O'Bannon

home delivery 1  58e4365748303

Small Business February 7, 2025 

Maryland Considers Adding Retail Delivery Fee

The fee would apply once per transaction even if the items are delivered in multiple shipments, so long as the purchase contains one item of tangible personal property subject to Maryland sales tax.

Gail Cole

Super Charge Business Development with Proposal Software

Advisory February 7, 2025 

Super Charge Business Development with Proposal Software

It can automate repetitive tasks, such as inserting standard service descriptions, pricing, and contract terms. It allows you to quickly generate proposals from templates instead of starting from scratch

Becky Livingston

Content-Audit1

Advisory February 7, 2025 

Key Trends, Challenges and Opportunities in Integrated Assurance

The report highlights the need for sustainable approaches to breaking down “silos” within risk management and assurance functions, which can result in inefficiencies, duplicative efforts, and incomplete reporting.

World1

Small Business February 7, 2025 

A Guide to Understanding Value-Added Tax (VAT)

If you plan to do business outside of the United States, you’ll need to understand value-added tax (VAT). It’s the most common consumption tax in the world.

Gail Cole

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Small Business February 6, 2025 

Essential 2025 Sales Tax Law Changes

The report covers sales tax changes specifically affecting the manufacturing, retail, and software industries. It also addresses beverage alcohol, communications, excise, lodging, and VAT changes.

Gail Cole

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