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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
Ensuring Success 2024 Online Conference Wrap Up, Day 2 –

Auditing December 19, 2024 

Ensuring Success 2024 Online Conference Wrap Up, Day 2 –

Thursday's free CPE session topics begin at 9am ET, and include Secure Act 2.0 effects on retirement, CAS, business license management, firm strategies, tax resolution, firm staffing, and marketing. Day two sessions start at 9am ET.

Isaac M. O'Bannon

Crowe Launches Cyber Risk Management Solution

Technology December 18, 2024 

Crowe Launches Cyber Risk Management Solution

The top 15 accounting firm and X-Analytics, a cyber risk decisioning application, announced Dec. 17 the launch of Crowe Cyber Economic Risk Analyzer. 

 AI Lowers Barriers to Fraud Investigations

Auditing December 17, 2024 

AI Lowers Barriers to Fraud Investigations

The median duration of a fraud scheme is more than a year, with losses compounding the longer the plot goes on. 

Trusted-Advisor41

Advisory December 13, 2024 

The Accountant Trust Quotient: How Accountants Can Help Clients Build Trust in New Technology

The 'trust equation,' outlined in The Trusted Advisor by David Maister, Charles Green, and Robert Galford, is a formula that quantifies trust in professional relationships: take a person’s credibility, reliability, and intimacy and divides it by their self-interest.

Jason Salzetti to Take Over as Chair and CEO of Deloitte Consulting

Firm Management December 12, 2024 

Jason Salzetti to Take Over as Chair and CEO of Deloitte Consulting

Salzetti, who currently leads Deloitte US's Government and Public Services practice, will take over the firm's consulting arm on Jan. 27, 2025, succeeding Dan Helfrich who has served in the role since 2019.

Jason Bramwell

Growth chart trees1 1  59b20fadd2605

CAS December 10, 2024 

AICPA and CPA.com Benchmark Survey: Client Advisory Services (CAS) Practices Report 17% Growth

CAS practices that participated in the survey reported a median growth rate of 17% and are highly optimistic about the continued opportunity of the practice area.

Isaac M. O'Bannon

Improve Client Cash Flow in 2025 Using Proven Strategies

Small Business December 6, 2024 

Improve Client Cash Flow in 2025 Using Proven Strategies

Slow or non-payments are a real concern, and as a firm owner, it’s in your best interest to help your clients receive their payments faster and reevaluate spending.

Katie Thomas

CPE Sessions Announced for Ensuring Success

Accounting November 25, 2024 

CPE Sessions Announced for Ensuring Success

On Dec. 18-19, professionals can earn up to 14 hours of free CPE credit, with 7 sessions each day. Pick the ones you want or stay for all of them.

Isaac M. O'Bannon

TaxPlanIQ Unveils Value-Based Pricing Tool For Accounting Firms

Technology November 20, 2024 

TaxPlanIQ Unveils Value-Based Pricing Tool For Accounting Firms

Firms can use the free tool to price advisory services like tax planning and CFO support based on measurable client outcomes.

Jason Bramwell

Vero AI Launches Iris GRC

Technology November 13, 2024 

Vero AI Launches Iris GRC

The AI-powered evaluation tool enables businesses to streamline their compliance efforts for more faster and accurate results.

Jason Bramwell

RSM Teams with Additive to Enhance Tax Service Capabilities Using Generative AI

Accounting November 13, 2024 

RSM Teams with Additive to Enhance Tax Service Capabilities Using Generative AI

This relationship empowers RSM and its clients to be at the forefront of generative AI adoption through Additive’s groundbreaking tax workflow management platform.

Isaac M. O'Bannon

KSM Adds Valuation Firm ValueKnowledge in Illinois

Firm Management November 12, 2024 

KSM Adds Valuation Firm ValueKnowledge in Illinois

The Indianapolis-based top 60 firm said the deal with ValueKnowledge augments its growing business valuation practice.

Jason Bramwell

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