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Advisory

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

Advisory April 24, 2026 

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

The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.

Craig Hamm

Featured Articles

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

April 17, 2026  

Building a Tax Practice Clients Rely on All Year
Client Relationships 2.0: Enhancing Trust with Expanded Offerings

Advisory October 3, 2023 

Client Relationships 2.0: Enhancing Trust with Expanded Offerings

Prioritizing communication, building a client-centric culture and gathering feedback will help you strengthen that trust while meeting your client’s needs and adding value.

John Graziano

AI Stats and Trends for Small Business Marketing

Small Business October 3, 2023 

AI Stats and Trends for Small Business Marketing

The small businesses who are currently using tools powered by AI overwhelmingly agree that it is making their businesses more successful. They are working more efficiently, saving money, improving customer experiences, and growing quicker.

The Accounting Technology Lab Podcast – Rapid Close Tools – Sept. 2023

Accounting Technology Lab Podcast September 28, 2023 

The Accounting Technology Lab Podcast – Rapid Close Tools – Sept. 2023

Technologists Randy Johnston and Brian Tankersley, CPA, talk about the latest advances in rapid close / financial close software.

Brian Tankersley, Randy Johnston

Only Richest 20% of Americans Still Have an Abundance of Pandemic Savings

Payroll September 26, 2023 

Only Richest 20% of Americans Still Have an Abundance of Pandemic Savings

For the bottom 80% of households by income, bank deposits and other liquid assets were lower in June this year than they were in March 2020.

pricing 1  5995efb71dc25

Accounting September 25, 2023 

How to Accurately Price Advisory Services

It involves an understanding of your clients' unique needs, the complexities of their business, the value your firm is offering and bringing to the table, and the competitive landscape.

Tipalti_Logo

Accounting September 23, 2023 

Tipalti Adds Expense Management to Finance Automation Platform

The expense management solution integrates with Tipalti's platform, which automates AP, procurement, cards and mass global payments to improve financial visibility and reduce errors and fraud.

Isaac M. O'Bannon

Financial Preparedness Guide Available from AICPA & CIMA

Accounting September 13, 2023 

Financial Preparedness Guide Available from AICPA & CIMA

The guide offers tips to help safeguard loved ones, health, property, and crucial records.

Isaac M. O'Bannon

CPA.com and Good.Lab Partner to Help Accounting Firms Provide ESG Advisory Services

Advisory September 12, 2023 

CPA.com and Good.Lab Partner to Help Accounting Firms Provide ESG Advisory Services

CPA.com is spearheading efforts to support firms with strategy and business model design around ESG.

Isaac M. O'Bannon

riskmanagement_100041109_large_1_.543593f465543

Accounting September 12, 2023 

ESG Reporting: Meeting the Needs of Key Stakeholders

ESG has emerged as one of the top priorities for businesses worldwide as customers’, internal stakeholders’ and regulators’ demands continue to climb.

Top Pension Funds Saw Largest Fall in Assets in 20 Years

Accounting September 12, 2023 

Top Pension Funds Saw Largest Fall in Assets in 20 Years

By the end of 2022, combined assets of the world’s top 300 pension funds had decreased by 12.9% and now total $20.6 trillion compared with $23.6 trillion at the end of 2021.

Isaac M. O'Bannon

Five Simple AI Strategies to Unlock More Freedom and Productivity in Your Practice

Accounting September 11, 2023 

Five Simple AI Strategies to Unlock More Freedom and Productivity in Your Practice

The very essence of AI is the removal of unnecessary busy work. The more of this you can do in your firm, the more you will be able to optimize productivity ...

Avantax

Accounting September 11, 2023 

Avantax to be Acquired by Cetera Holdings

Following the closing, Avantax will become a standalone business unit within the Cetera family with 3,078 Avantax financial professionals.

Isaac M. O'Bannon

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