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Advisory

Smaller Rooms, Bigger Impacts — Small Conferences and Retreats Help Build the Profession

Accounting April 29, 2026 

Smaller Rooms, Bigger Impacts — Small Conferences and Retreats Help Build the Profession

Professionals are starting to reconsider the mega accounting conferences and move toward smaller conferences, niche retreats, and multi-city roadshows.

Richard Roppa-Roberts

Featured Articles

April 24, 2026  

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

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
marketing geralt pixabay

Firm Management October 11, 2023 

How to Harness Case Studies in Your Marketing Efforts

Studies highlighting triumphs are a best-practice marketing method to capture the attention of prospective clients and nurture their conversion to loyal clients.

Becky Livingston

CohnReznick Acquires Division from Exiger

Mergers and Acquisitions October 11, 2023 

CohnReznick Acquires Division from Exiger

The staff and contracts are being absorbed into CohnReznick’s rapidly expanding government advisory practice.

Isaac M. O'Bannon

credit-card-851506_pixabay_stevepb

Small Business October 11, 2023 

Small Business Credit Card Spending Up 20 Percent Post-Pandemic

Amid inflation and high interest rates, small businesses are increasingly turning to credit cards for operational and growth expenses.

Isaac M. O'Bannon

communication 1  591a73870b23e

Advisory October 11, 2023 

The Crucial Role of Communication in Change Management

Often, firms make the mistake of waiting until the 11th hour to start communicating change. This approach leads to rushed messaging, unaddressed concerns and a lack of buy-in.

Amanda Wilkie

Business_Insurance_1_.5429a5ae38d1b

Financial Planning October 11, 2023 

Life Insurance Planning Tips for Parents and Caregivers

October is National Financial Planning Month, making it the perfect time to consider your family’s future financial well-being, including your decision of whether you need life insurance.

Isaac M. O'Bannon

Grant Thornton Sees Record $2.4 Billion in Revenue in FY 2023

Advisory October 10, 2023 

Grant Thornton Sees Record $2.4 Billion in Revenue in FY 2023

The firm realized revenues of $2.4 billion for the fiscal year ending July 31, 2023, up from approximately $2.3 billion in revenue in 2022.

Isaac M. O'Bannon

AICPA Hits a Home Run with ESG Symposium

Accounting October 9, 2023 

AICPA Hits a Home Run with ESG Symposium

Most recently, CPA.com partnered with Good.Lab, a provider of ESG software and consulting services, to create a new practice development program.

Gail Perry

gig economy 1  56f9495678a4b

Advisory October 9, 2023 

Financial Service Leaders Confident in Digital Fitness of Sector, But Worry Over AI

The study defines “tech anxiety” as the feeling senior leaders have as a result of the rapid pace of advancements in technology that are causing concern when it comes to how their business operates.

Isaac M. O'Bannon

Business Versus Knowledge Process Outsourcing: Which Is Right for Your Firm?

Accounting October 5, 2023 

Business Versus Knowledge Process Outsourcing: Which Is Right for Your Firm?

Outsourcing can bridge the skills gap, boost productivity, and allow firms to focus on higher-value tasks without the burdens of additional overhead costs.

Mindful Communication: The Secret to Deeper Client Engagement in Your Accounting Practice

Advisory October 5, 2023 

Mindful Communication: The Secret to Deeper Client Engagement in Your Accounting Practice

Mindful communication is the cornerstone of deep client engagement. When practiced, it transforms routine client meetings into profound, trust-building encounters.

Amy Vetter

cfo cloud

Accounting October 4, 2023 

Finance Pros Turn Focus from Growth to Cost Control, Says CFO Survey

Finance leaders ranked talent shortage (43%), pace of technology change/digital disruption (40%) and high inflation (38%) as the top risks facing their businesses.

Isaac M. O'Bannon

Schneider Downs Wealth Management Names New CEO

Firm Management October 4, 2023 

Schneider Downs Wealth Management Names New CEO

Eichelberger has more than 25 years of experience in the financial services industry, and he has a lengthy history of advising high net worth individuals, foundations, endowments and retirement plans.

Isaac M. O'Bannon

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