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.
Accounting September 12, 2023
Top Pension Funds Saw Largest Fall in Assets in 20 Years
By the end of 2022, combined assets of the world’s top 300 pension funds had decreased by 12.9% and now total $20.6 trillion compared with $23.6 trillion at the end of 2021.
Accounting September 11, 2023
Five Simple AI Strategies to Unlock More Freedom and Productivity in Your Practice
The very essence of AI is the removal of unnecessary busy work. The more of this you can do in your firm, the more you will be able to optimize productivity ...
Accounting September 11, 2023
Avantax to be Acquired by Cetera Holdings
Following the closing, Avantax will become a standalone business unit within the Cetera family with 3,078 Avantax financial professionals.
Accounting September 7, 2023
Esker Partners with Boost Payment Solutions to Revolutionize Virtual Card Processing
This first-of-its-kind partnership aims to transform virtual card processing for accounts receivable departments – eliminating tedious manual efforts and streamlining payment reconciliation.
Accounting September 6, 2023
AI Systems Take Center Stage in 2023 Innovation Awards
The Innovation Awards are presented to honor new or recently enhanced technologies that benefit tax and accounting professionals and their clients through improved workflow and efficiencies, increased accessibility, enhanced collaboration, greater accuracy, or other means.
Accounting September 5, 2023
Preparing for Tomorrow: Trends Accountants Need to Embrace Today
If you’re behind the trends, you risk becoming “obsolete.” Clients may still need your services, but they want an accountant to go the extra mile for them.
Accounting September 1, 2023
CAS 101: Building a CAS Practice
Building a CAS practice can take time but data shows it is more than worth the investment — survey data indicates that 72% of respondents indicate that they have a strong growth pipeline for their CAS offerings.
Accounting September 1, 2023
Navigating ESG Reporting Pitfalls: A Guide to Mitigating Potential Failures
When properly managed and prioritized, financial, operational and legal data has the potential to contribute significant strategic value to a business that extends far beyond meeting compliance requirements.
Accounting September 1, 2023
Two-Thirds of Organizations Have Not Implemented ESG Controls to Ensure Accuracy of Data
The report found that two-thirds of organizations have not implemented ESG controls, and that 60% do not currently perform internal ESG audits.
Accounting September 1, 2023
The Value in Providing Specialized Accounting Services for Niche Markets
Firms that offer specialized accounting services (SAS), combining analytics, business intelligence, and technology-based solutions, are primed for success.
Accounting Technology Lab Podcast August 31, 2023
The Accounting Technology Lab Podcast – Review of Microsoft Copilot – Sept. 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss Microsoft Copilot, an AI-powered tool that combines the power of large language models (LLMs) with your data in the Microsoft Graph...
Payroll August 31, 2023
10 Ways to Help Gen X Clients Prepare for Retirement
With about seven to 20 years left before they enter their golden years, Gen X—made up of about 65 million Americans—could be in for a tarnished retirement experience.