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Advisory

5 M&A Signals CPAs Should Be Watching for Their Clients in 2026

Advisory April 24, 2026 

5 M&A Signals CPAs Should Be Watching for Their Clients in 2026

The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.

Craig Hamm

Featured Articles

April 23, 2026  

Infinite Ties Launches the FanCAS-Kit Enabling Tax Firms to Transform Compliance Expertise into Predictable, Year-Round Growth

April 20, 2026  

Fraud Remains a Top Concern for Americans, New AARP Research Shows

April 17, 2026  

The Missing Link Between Advisory Marketing and Advisory Sales

April 17, 2026  

How Automating Client Compliance Can Free Up Billable Hours

April 17, 2026  

Building a Tax Practice Clients Rely on All Year
First Look at CES 2024: Real AI or Fake AI?

Accounting January 13, 2024 

First Look at CES 2024: Real AI or Fake AI?

The Dynamic Duo of Randy Johnston and Brian Tankersley, CPA, attended CES 2024 in Las Vegas, sending back updates on the top new tech of interest to the accounting community.

Randy Johnston

The Accounting Technology Lab Podcast – Tech Predictions for 2024

Accounting Technology Lab Podcast December 29, 2023 

The Accounting Technology Lab Podcast – Tech Predictions for 2024

Randy Johnston and Brian Tankersley, CPA, talk about the technology changes and new products they expect to see in the coming year.

Brian Tankersley, Randy Johnston

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Financial Planning December 28, 2023 

Personal Finance: Pay Off Mortgage First, or Invest?

You might be better off putting those payoff funds toward investing, some experts say, while others believe it’s better to unload your debt, then focus on investments.

Five Ways Offering Advisory Services Can Help You Escape the Accountant’s Trap

Advisory December 27, 2023 

Five Ways Offering Advisory Services Can Help You Escape the Accountant’s Trap

Advisory clients have a very high retention rate. This means that, once you get a handful of clients, you won’t have to spend your time looking for new clients.

The Accounting Technology Lab Podcast – Intuit QuickBooks Connect Conference Recap – Dec. 2023

Accounting Technology Lab Podcast December 20, 2023 

The Accounting Technology Lab Podcast – Intuit QuickBooks Connect Conference Recap – Dec. 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss technologies presented at the Intuit QuickBooks Connect user conference.

Brian Tankersley, Randy Johnston

The Benefits of Delayed Business Filings

Small Business December 19, 2023 

The Benefits of Delayed Business Filings

In the complex world of small business finance and accounting, the strategic timing of business filings can be a game-changer.

Nellie Akalp

5 Reasons Offering Advisory Services Will Help You Escape the Accountant’s Trap

Advisory December 18, 2023 

5 Reasons Offering Advisory Services Will Help You Escape the Accountant’s Trap

I’m going to reveal the top five reasons why offering advisory services will help you escape the trap, but first, let’s get on the same page as what, exactly, are advisory services?

Your Firm and Your AI Future

Accounting December 11, 2023 

Your Firm and Your AI Future

As we enter 2024, it's natural to wonder what the future holds for this transformative emerging technology, especially for accountants.

Randy Johnston

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Accounting December 11, 2023 

Your Firm’s Year-End Action Plan to Adding New Advisory Services

Adding new advisory services to your offerings will help you better serve your clients and boost revenue for your firm.

John Graziano

3,000+ Accounting and Tax Pros Earn CPE During Largest Free Streaming Conference

Accounting December 9, 2023 

3,000+ Accounting and Tax Pros Earn CPE During Largest Free Streaming Conference

Over two days and 14 one-hour sessions, the profession's top thought leaders served on panel discussions of a variety of subject areas related to tax, accounting, practice management and ethics.

Isaac M. O'Bannon

AuditFile Launches New Single Audit, Governmental, and International IFRS Modules

Accounting December 2, 2023 

AuditFile Launches New Single Audit, Governmental, and International IFRS Modules

Advantage Audit AI leverages a patented artificial intelligence engine to optimize and automate the auditing process.

Isaac M. O'Bannon

Managing Personal Finances for Adult Children with Disabilities

Financial Planning November 29, 2023 

Managing Personal Finances for Adult Children with Disabilities

It’s not unusual for people with Down syndrome to live into their 60s and those with cerebral palsy to reach 50 years in age.

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