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.
Accounting Technology Lab Podcast March 27, 2024
The Accounting Technology Lab Podcast – The 2024 CPAPA Thought Leader Symposium – Apr. 2024
Hosts Randy Johnston and Brian Tankersley, CPA, discuss the 2024 CPA Practice Advisor Thought Leader Symposium, which was held in Dallas in February..
Accounting Technology Lab Podcast March 27, 2024
The Accounting Technology Lab Podcast – Review of SOBI Analytics – Mar. 2024
Hosts Randy Johnston and Brian Tankersley, CPA, discuss and review SOBI Analytics, an AI-driven platform, built specifically with CAS (Client Advisory Services) accounting firms in mind.
Accounting March 26, 2024
Cast Your Vote for 2024 Readers’ Choice Awards!
The CPA Practice Advisor Readers’ Choice Awards give readers the opportunity to spotlight the technologies they most rely on and trust to manage their firms.
Accounting Technology Lab Podcast March 22, 2024
The Accounting Technology Lab Podcast – Review of FedNow – Mar. 2024
The team discusses FedNow, a new instant payment infrastructure from the Federal Reserve that allows eligible depository institutions of different sizes across the U.S. provide instant payment services.
Firm Management March 18, 2024
Deloitte Revamps Structure to Slash Costs in Tough Market
The move will see the Big Four firm reorganize its main business units down to four arms from five, the Financial Times reported.
Firm Management March 15, 2024
Grant Thornton Is the Latest U.S. Firm to Get Into Bed With Private Equity
The seventh-largest accounting firm in the U.S. said it will receive “a significant growth investment” from New Mountain Capital.
Accounting Technology Lab Podcast March 15, 2024
Microsoft 365 Plans and Options for Firms – The Accounting Technology Lab Podcast – Mar. 2024
Hosts Randy Johnston and Brian Tankersley, CPA, talk about the most productive and cost-efficient ways to use Microsoft 365 in public accounting firms. March 2024.
Technology March 13, 2024
How Accountants Can Help Clients Navigate the New World of E-Invoicing
A growing list of governments are mandating that businesses utilize e-invoicing in their billing processes. For your clients large and small doing business in other global regions, education and action around e-invoicing is required.
Accounting March 12, 2024
Corporate Transparency Act and BOI Found Unconstitutional by Federal Court
A federal district court in Alabama has found the Corporate Transparency Act, which includes the controversial Beneficial Ownership Information reporting requirements, to be unconstitutional.
Advisory March 6, 2024
Pinion Launches Global Network of Ag-Focused Advisory Firms
The member firms aim to combat the challenges of the food and agriculture industry by sharing resources and best practices.
Firm Management March 4, 2024
Insider Marketing Tips for Accounting Advisory Success
The goal is to not only attract clients but to also build long-term relationships by demonstrating expertise, trustworthiness, and value.
Small Business February 23, 2024
Beyond the LLC: Alternate Business Structures in 2024 including Benefit Corporations
While the Limited Liability Company (LLC) has long been a popular choice, other alternatives may better suit your clients’ needs. Let’s explore two noteworthy possibilities.