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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
Intuit Connect Continues to Inspire with Learning on Firm of the Future Blog

CAS February 6, 2025  Sponsored

Intuit Connect Continues to Inspire with Learning on Firm of the Future Blog

The Firm of the Future blog recently featured a wrap-up of QuickBooks features to complement Main Stage presentations on the new Intuit Enterprise Suite and new features in QuickBooks Online.

Scott Cytron

economy1

Accounting February 6, 2025 

Businesses Face Persistent Risks and Growth Opportunities as Global Economy Undergoes Transformative Shift

A new study explores how businesses, executives and investors should rethink traditional approaches for navigating today’s global macroeconomic environment.

Isaac M. O'Bannon

 CFOs Show Signs of Optimism in Latest Grant Thornton Survey

Small Business February 5, 2025 

CFOs Show Signs of Optimism in Latest Grant Thornton Survey

Respondents reported 13-quarter highs in their confidence in meeting growth projections (65%), increased demand (64%), cost control goals (62%) and labor needs (60%).

Isaac M. O'Bannon

1053_travel_expenses_1_.542c253e08cc9

Small Business February 3, 2025 

Survey Shows Business Travel Bookings Remain Poorly Managed

A new business survey shows rising travel spend and broader card distribution within the mid-market, despite continued ineffectiveness of the tools being used to manage travel and expenses.

Isaac M. O'Bannon

AI & Outsourcing: A Winning Combination for Productivity

Accounting February 3, 2025 

AI & Outsourcing: A Winning Combination for Productivity

Implementing AI along with outsourcing can amplify the productivity benefits and other positives that each strategy offers individually.

Metrics_1_.5473af3a5ec6e

CAS February 3, 2025 

Know Your Numbers for Success: Critical KPIs to Track When Working with an Outsourced Accounting Team

You should be aware of, and monitor specific Key Performance Indicators (KPIs) to ensure seamless integration and effectiveness of your outsourcing team.

Gaynor Meilke

Archived Webcast: S Corporation Election Considerations for Corporations and LLCs

Accounting February 26, 2025  Sponsored

Archived Webcast: S Corporation Election Considerations for Corporations and LLCs

S Corporation elections are popular among Corporation and LLC owners due to various advantages. With the election deadline approaching in March, it is a great time to get refreshed on this popular election to help advise your clients.

Exploring CES 2025 – The Accounting Technology Lab Podcast – Jan. 2025

Accounting Technology Lab Podcast January 17, 2025 

Exploring CES 2025 – The Accounting Technology Lab Podcast – Jan. 2025

Randy Johnston and Brian Tankersley, CPA, explored CES 2025 in Las Vegas in January. In this podcast, they highlight some of the most interesting and useful technologies they saw on display.

Brian Tankersley, Randy Johnston

2025 Intuit QuickBooks Small Business Annual Report Offers Many Advisory Opportunities for Accountants

Advisory January 16, 2025  Sponsored

2025 Intuit QuickBooks Small Business Annual Report Offers Many Advisory Opportunities for Accountants

This year’s report provides valuable insights for businesses and offers guidance to help you set your clients up for success.

Holiday-Shopping1

Small Business January 16, 2025 

High Number of Shoppers Committed First-Party Fraud Over the 2024 Holiday Shopping Season

First-party fraud, sometimes referred to as “friendly fraud,” occurs when consumers exploit return and refund policies for financial gain. 

Isaac M. O'Bannon

 AI and Litigation: How Accountants Can Stay Ahead as Courts Wrestle with the Machine Revolution

Accounting January 14, 2025 

AI and Litigation: How Accountants Can Stay Ahead as Courts Wrestle with the Machine Revolution

From automating processes to analyzing massive datasets, AI is reshaping the accounting landscape while lawyers and judges scramble to decide who’s responsible when it all goes wrong. From intellectual property spats to bias allegations, AI is breaking down courtroom doors, and the legal system isn’t ready.

Advisory vs. Compliance: Which Path Leads to Greater Success for Accounting Firms?

Accounting January 14, 2025 

Advisory vs. Compliance: Which Path Leads to Greater Success for Accounting Firms?

In December, more than two dozen accounting profession thought leaders participated in the latest Accounting Meta Influencers roundtable event focused on advisory services, compliance and firm specialization.

Isaac M. O'Bannon

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