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Advisory

experience rating pixabay Mohammed Hassan-3239454_960_720

Advisory January 8, 2026 

What Makes for a Bad Restaurant or Hospitality Experience

One of the most common reasons we have a bad experience is because of our expectations of what the restaurant can do.

Featured Articles

December 18, 2025  

CPAClub Launches Guardian Pass for Quality Management Monitoring

December 16, 2025  

Multi-Currency Accounting Doesn’t Have To Be So Hard 

December 15, 2025  

Accounting Organizations Unite Against Administration De-Listing Accounting as Professional Degree

December 15, 2025  

Wolters Kluwer to Launch New CCH Axcess Advisor System

December 12, 2025  

Intuit QuickBooks Desktop Pricing and Open AI Relationship – The Accounting Technology Lab Podcast – Dec. 2025
Financial-Smartphone-Apps1

Accounting July 27, 2023 

Majority of U.S. Consumers Use Apps for Finances Before Turning to Accountants

While fintech won’t make advisors obsolete anytime soon, financial professionals need to adapt to changing consumer behavior and play up their strengths by augmenting their services.

Isaac M. O'Bannon

Your Firm and Your AI Strategy

Advisory July 27, 2023 

Your Firm and Your AI Strategy

Your AI strategies and tactics should align with your firm strategies and tactics and your technology strategies and tactics.

Randy Johnston

Advisory in Your Firm: Price, Process, and Getting Started

July 27, 2023  Sponsored

Advisory in Your Firm: Price, Process, and Getting Started

Advisory is a year-round process; as you get ready for tax year 2023, now is a great time to update tax planning with higher-value tax advisory services.

Scott Cytron

cfpb consumer financial protection bureau 1  58dbe09460878

Accounting July 24, 2023 

Watchdog Agency Wants More Regulations on Use of AI in Lending

The CFPB has already taken steps to stamp out abuses. The agency last month proposed a rule for home appraisals computed by algorithms.

business-finances-33557101

Payroll July 24, 2023 

74 Percent of Americans Have Financial Regrets: Most Commonly Is Not Saving Enough for Retirement

Overall, just 20% of U.S. adults say they do not have any financial regrets, while 6% say they don’t know what their biggest financial regret is.

Isaac M. O'Bannon

laptop coffee Pixabay Pexels -1869820_960_720

Technology July 20, 2023 

Working Road Trip? Pack for Success!

Guided by the Boy Scout motto of always being prepared, I’m writing this column on my “gotta have items” for working anywhere on the road.

Roman Kepczyk

HubSync Unveils Gateway: Redefining Client Experience for Audit and Tax Professionals

Accounting July 19, 2023 

HubSync Unveils Gateway: Redefining Client Experience for Audit and Tax Professionals

Gateway offers real-time status reporting and customizable set-ups for internal, corporate, and individual clients, ensuring 360-degree visibility regardless of size, complexity, or location.

Isaac M. O'Bannon

Jirav Logo

Accounting July 13, 2023 

Jirav Announces $20M Series B Round Led By Cota Capital

Jirav will use the funds to further accelerate product development, broaden its customer base across small-medium businesses (SMBs), mid-market companies, and accounting firms while hiring talent to support its growth.

Isaac M. O'Bannon

digital marketing1 1  56f9a56246a36

Technology July 12, 2023 

Digital Marketing Strategies for Financial Service Providers: Best Practices and Case Studies

In this article, we will explore effective strategies, such as search engine optimization (SEO), content marketing, social media campaigns, and pay-per-click advertising.

Beach

Advisory July 12, 2023 

How To Enhance Your Advisory Services During The Summer Months

If you take this downtime seriously at the start of the season, you can even take a break afterward and allow everyone to recharge for the more hectic times ahead.

Joeseph Graziano

BoomerConsulting 1  5784eb61d1af1

Accounting July 12, 2023 

Boomer Consulting Announces Arianna Campbell and Jon Hubbard Appointments

This expansion of roles formalizes Boomer Consulting’s commitment to growth and operational excellence.

Isaac M. O'Bannon

cost-risk-analysis1

Accounting July 11, 2023 

Report Shows Risk Management Processes in U.S. Organizations Continue to be Outpaced by Growing Risks

65% of senior finance leaders agree that the volume and complexity of corporate risks have changed “mostly” or “extensively” over the last five years.

Isaac M. O'Bannon

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