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.
Security September 10, 2024
Webinar: Security for Tax Professionals
Tax preparers can take steps to protect themselves and their clients by understanding and establishing a clear, strategic data protection plan for their businesses. Jared Ballew, Vice President of Government Relations at Drake Software, delivers an overview of data security for tax professionals in this upcoming webcast.
Advisory August 6, 2024
How Accounting Firms Can Build High-Performing Teams
High-performing teams are more than just a collection of the smartest or most experienced individuals. Nor are they the result of luck or chance. Instead, they are carefully crafted, nurtured, and sustained through a combination of the right people, a supportive culture, and effective leadership.
Financial Planning August 3, 2024
Avantax Wealth Management Welcomes Noble Oak Financial
Avantax’s focus on tax-intelligent financial planning also aligned with the advisors’ approach to serving clients.
Technology August 1, 2024
TaxPlanIQ Users Have Achieved Over $1B in Tax Savings with Tax Planning Software
Each taxpayer saves an average of $41,700 through the firm’s use of TaxPlanIQ’s advanced tax planning software.
Technology July 31, 2024
How AI Can Help Firm Partners Be Better Growth Builders
Emerging AI platforms can examine client activity and recognize patterns that lead to new needs and new services.
Firm Management July 22, 2024
The Accountant as a Strategic Business Partner
From an accountant's perspective, advisory services also offer a higher level of fulfillment. Your work will directly impact your clients' success, and if you provide services you truly enjoy offering, it adds a higher level of fulfillment to your daily grind.
Small Business July 16, 2024
Clio Launches Accounting Solution for Law Firms
Clio Accounting is a legal-specific bookkeeping and accounting solution designed to address the unique financial needs of law firms.
Advisory July 16, 2024
New SmartVault and Liscio Integration Paves the Way for Flexible Accounting Tech Stack
The integration is particularly timely as firms seek to replace outdated systems before the upcoming tax season.
Firm Management July 12, 2024
Unlocking Growth: How to Effectively Market Client Accounting Services (CAS)
In the competitive world of accounting and advisory services, offering Client Accounting Services (CAS) or Client Accounting Advisory Services (CAAS) can set firms apart and strengthen client relationships.
Advisory July 10, 2024
Accounting Firm Adds New Subsidiary, Schneider Downs Capital
Schneider Downs & Co. introduces a new subsidiary: Schneider Downs Capital LLC (SD Capital), a focused team of value advisors specializing in middle market transactions.
Accounting July 3, 2024
Recap of the Accounting Thought Leader Think Tank – The Accounting Technology Lab Podcast – July 2024
Hosts Randy Johnston and Brian Tankersley, CPA, discuss the invitation-only Accounting Thought Leader Think Tank Symposium, which gathered dozens of the most influential accounting technologists, practitioners, advisors, and policy makers in the profession. The event was held just prior to the 2024 AICPA Engage Conference.
Advisory July 2, 2024
How to Use ChatGPT to Create Attention-Grabbing Marketing Content
Using ChatGPT, Copilot, or Gemini to create any type of marketing output can save you time and money. And if you’re not a natural wordsmith, it can help you put the pizazz in your titles and subject lines as well as the rest of your marketing content.