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Advisory

Americans Lost $68 Billion to Scams in 2025

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.

Featured Articles

July 22, 2026  

How Firm Principals Work Themselves Out of a Job

July 22, 2026  

CLA Teams with Digits to Build Proprietary AI Model

July 21, 2026  

Registration Open for Ensuring Success 2026 – Free Online CPE and IRS CE Conference Dec. 9-10, 2026

July 21, 2026  

Rethinking the RMD: The Giving Strategy Hidden Inside Your Client’s IRA

July 16, 2026  

Specialty Tax Forum to Gather Russian-Speaking Professionals in Miami, Oct. 22-24
Changes Coming to QuickBooks – The Accounting Technology Lab Podcast – July 2024

Accounting Technology Lab Podcast June 28, 2024 

Changes Coming to QuickBooks – The Accounting Technology Lab Podcast – July 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss several changes coming to QuickBooks in 2024, including in pricing and strategic changes in the organization.

Brian Tankersley, Randy Johnston

New Intuit QuickBooks Technology Survey Calls for Improvements in Three Key Areas

Advisory June 28, 2024  Sponsored

New Intuit QuickBooks Technology Survey Calls for Improvements in Three Key Areas

On average, respondents reported they plan to invest $24,000 in accounting and bookkeeping technologies in the coming year,

Scott Cytron

How SEO Can Drive CAS Growth for Accounting Firms

CAS June 27, 2024 

How SEO Can Drive CAS Growth for Accounting Firms

SEO is all about optimizing the pages of a website so that they rank higher on search engines like Google. The higher the ranking, the more visibility you'll receive.

Roundtable Labs Announces Launch of Second Empower Your Passion Cohort

Firm Management June 26, 2024 

Roundtable Labs Announces Launch of Second Empower Your Passion Cohort

It's a dynamic mastermind group designed to empower participants to break free from conventional norms, embrace imperfections, challenge power dynamics, and shape a more sustainable future for themselves and their communities.

Isaac M. O'Bannon

Roadmap to The Modern Firm

Advisory June 25, 2024 

Roadmap to The Modern Firm

For firms, the continuum represents a proven, strategic roadmap to achieve modern status and thrive in the digital era.

CGMA, CITP, CPA, Darren Root

The Hidden Costs of Late Invoice Payments

Accounting June 24, 2024 

The Hidden Costs of Late Invoice Payments

It has never been more critical for business consultants to work closely with clients to mitigate the prevalence of late invoice payments.

NetSuite Launches New Solution for HIPAA Compliance for Healthcare Entities

Accounting Standards June 24, 2024 

NetSuite Launches New Solution for HIPAA Compliance for Healthcare Entities

NetSuite SuiteSuccess Healthcare Edition is an industry-specific pre-configured solution with pre-defined role-based dashboards, reports, KPIs, and workflows.

Isaac M. O'Bannon

growth pic 1  5661b14028d45

Advisory June 7, 2024 

Building a Scalable Accounting Firm: A Q&A on Growth Strategies for Accountants

Strategic business planning is a difficult skill to master for any entrepreneur, and this is something many of my firm’s clients and accounting firm entrepreneurs are actively working on.

2024 Most Powerful Women in Accounting Awards Announced

Accounting June 4, 2024 

2024 Most Powerful Women in Accounting Awards Announced

The awards, presented by the AICPA and CPA Practice Advisor, recognize leaders for their significant contributions to the profession.

Isaac M. O'Bannon

Hg Buys AuditBoard in $3 Billion Deal

Mergers and Acquisitions May 24, 2024 

Hg Buys AuditBoard in $3 Billion Deal

The private equity firm said it will help AuditBoard expand its cloud-based risk management platform, as well as its global reach.

Jason Bramwell

PCPS Survey on Client Accounting Services (CAS) is Open to Professionals

Accounting May 23, 2024 

PCPS Survey on Client Accounting Services (CAS) is Open to Professionals

The survey is open to practitioners and firm leaders offering transactional accounting and bookkeeping through advisory services in the U.S., regardless of firm size.

Isaac M. O'Bannon

New Tech for Accounting Firms Get Spotlight at 2024 Conferences

Accounting May 17, 2024 

New Tech for Accounting Firms Get Spotlight at 2024 Conferences

Solving client issues by leveraging your team member’s expertise is one of the best ways to have a rewarding career and life.

Randy Johnston

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