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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
2024 Innovation Awards Roundup – The Accounting Technology Lab Podcast – Sept. 2024

Accounting Technology Lab Podcast September 19, 2024 

2024 Innovation Awards Roundup – The Accounting Technology Lab Podcast – Sept. 2024

Hosts Brian Tankersley, CPA, and Randy Johnston discuss the technologies that won this year's 2024 Tax and Accounting Technology Innovation Awards, a program by CPA Practice Advisor that honors products making a difference for professionals.

Brian Tankersley, Randy Johnston

small-business 1_10937161

Small Business September 18, 2024 

Small Businesses Bracing For Challenging Holiday Season, Study Shows

Small businesses stated that the biggest holiday mistake they made in 2023 was trying to do too many things at once with their marketing.

Isaac M. O'Bannon

Improving Advisory Firm Services for Hispanic and Latin-American Entrepreneurs Drives U.S. Economic Growth

Small Business September 18, 2024 

Improving Advisory Firm Services for Hispanic and Latin-American Entrepreneurs Drives U.S. Economic Growth

Nearly 5 million Hispanic-owned companies generate about $2.8 trillion in economic output and $800 billion in annual revenue, outpacing the overall growth of U.S. businesses.

Intuit Launches AI-Enabled Intuit Enterprise Suite

Small Business September 17, 2024 

Intuit Launches AI-Enabled Intuit Enterprise Suite

Intuit has launched Intuit Enterprise Suite, a configurable suite of integrated financial products designed to seamlessly scale and enhance productivity and profitability for businesses as they grow.

Isaac M. O'Bannon

Riveron Partners with Effectus Group, Expanding West Coast Presence

Advisory September 17, 2024 

Riveron Partners with Effectus Group, Expanding West Coast Presence

Both firms are adept at supporting client organizations through transformation and growth—across the venture capital and private equity arenas, IPO readiness, and beyond.

Isaac M. O'Bannon

Review of Aider – The Accounting Technology Lab Podcast – Sept 2024

Accounting Technology Lab Podcast September 13, 2024 

Review of Aider – The Accounting Technology Lab Podcast – Sept 2024

Hosts Randy Johnston and Brian Tankersley, CPA, review the Aider Advisory Intelligence Platform. Aider is for accountants and bookkeepers who want to monitor their clients' real-time business performance and build.

Brian Tankersley, Randy Johnston

AICPA News – Sept. 2024

Accounting September 12, 2024 

AICPA News – Sept. 2024

AICPA News is a round-up of recent announcements from the American Institute of CPAs.

Mary Girsch-Bock

PwC to Give Pink Slips to 1,800 Employees Next Month

Firm Management September 12, 2024 

PwC to Give Pink Slips to 1,800 Employees Next Month

The Big Four firm is trimming about 2.5% of its U.S. workforce, primarily in its advisory practice and products and technology operations.

Jason Bramwell

Charting the Future of Accounting – Sept. 12 Webcast

Accounting September 12, 2024 

Charting the Future of Accounting – Sept. 12 Webcast

Canopy and CPA Practice Advisor partnered on a survey asking accountants how they saw the profession today and where they thought it would be in three to five years.

Eide Bailly’s Wealth Management Practice Joins Sequoia Financial Group

Firm Management September 10, 2024 

Eide Bailly’s Wealth Management Practice Joins Sequoia Financial Group

Eide Bailly, a national certified public accounting and business advisory firm has announced that Eide Bailly Advisors, LLC’s wealth management team will join Sequoia Financial Group.

Isaac M. O'Bannon

Forvis Mazars Adds Technology Consulting Practice to Serve Construction Clients

Firm Management September 9, 2024 

Forvis Mazars Adds Technology Consulting Practice to Serve Construction Clients

The practice is designed to help construction companies move forward with digital-first strategies to streamline financial reporting and project operations, enhance communication and

Isaac M. O'Bannon

mortgage-rates161_11567921

Firm Management September 9, 2024 

How CPAs Can Help Clients with Real Estate and Residential Changes

Most financial advisors will have little issue with managing questions involving the dollars and sense of buying, selling or leasing a typical home. It’s when the conversation turns to the complexities of late-in-life relocations that CPAs may find themselves in uncharted territory.

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