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Advisory

Americans Lost $68 Billion to Scams in 2025

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.

Featured Articles

July 22, 2026  

How Firm Principals Work Themselves Out of a Job

July 22, 2026  

CLA Teams with Digits to Build Proprietary AI Model

July 21, 2026  

Registration Open for Ensuring Success 2026 – Free Online CPE and IRS CE Conference Dec. 9-10, 2026

July 21, 2026  

Rethinking the RMD: The Giving Strategy Hidden Inside Your Client’s IRA

July 16, 2026  

Specialty Tax Forum to Gather Russian-Speaking Professionals in Miami, Oct. 22-24
The Accounting Technology Lab Podcast – Intuit QuickBooks Connect Conference Recap – Dec. 2023

Accounting Technology Lab Podcast December 20, 2023 

The Accounting Technology Lab Podcast – Intuit QuickBooks Connect Conference Recap – Dec. 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss technologies presented at the Intuit QuickBooks Connect user conference.

Brian Tankersley, Randy Johnston

The Benefits of Delayed Business Filings

Small Business December 19, 2023 

The Benefits of Delayed Business Filings

In the complex world of small business finance and accounting, the strategic timing of business filings can be a game-changer.

Nellie Akalp

5 Reasons Offering Advisory Services Will Help You Escape the Accountant’s Trap

Advisory December 18, 2023 

5 Reasons Offering Advisory Services Will Help You Escape the Accountant’s Trap

I’m going to reveal the top five reasons why offering advisory services will help you escape the trap, but first, let’s get on the same page as what, exactly, are advisory services?

Your Firm and Your AI Future

Accounting December 11, 2023 

Your Firm and Your AI Future

As we enter 2024, it's natural to wonder what the future holds for this transformative emerging technology, especially for accountants.

Randy Johnston

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Accounting December 11, 2023 

Your Firm’s Year-End Action Plan to Adding New Advisory Services

Adding new advisory services to your offerings will help you better serve your clients and boost revenue for your firm.

John Graziano

3,000+ Accounting and Tax Pros Earn CPE During Largest Free Streaming Conference

Accounting December 9, 2023 

3,000+ Accounting and Tax Pros Earn CPE During Largest Free Streaming Conference

Over two days and 14 one-hour sessions, the profession's top thought leaders served on panel discussions of a variety of subject areas related to tax, accounting, practice management and ethics.

Isaac M. O'Bannon

AuditFile Launches New Single Audit, Governmental, and International IFRS Modules

Accounting December 2, 2023 

AuditFile Launches New Single Audit, Governmental, and International IFRS Modules

Advantage Audit AI leverages a patented artificial intelligence engine to optimize and automate the auditing process.

Isaac M. O'Bannon

Managing Personal Finances for Adult Children with Disabilities

Financial Planning November 29, 2023 

Managing Personal Finances for Adult Children with Disabilities

It’s not unusual for people with Down syndrome to live into their 60s and those with cerebral palsy to reach 50 years in age.

Estate Planning: A Guide for Accountants

Advisory November 21, 2023 

Estate Planning: A Guide for Accountants

Early estate planning strategies are critical to your clients, and accountants and tax professionals can offer significant and valuable assistance in the process.

Shawn Plummer

The Accounting Technology Lab Podcast – Review of Clockwork – Nov. 2023

Accounting Technology Lab Podcast November 16, 2023 

The Accounting Technology Lab Podcast – Review of Clockwork – Nov. 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss Clockwork, an AI-powered intelligent financial advisory tool.

Brian Tankersley, Randy Johnston

Product Value Price Benefit 1  5835b4562cfd4

Advisory November 16, 2023 

Elevating Your Accounting Practice: The Critical Role of a Value Committee

Ensuring your firm delivers exceptional value and effectively captures that value through appropriate pricing is crucial.

Jon Hubbard

Rightworks Acquires Tech 4 Accountants, Showcases OneSpace

Advisory November 14, 2023 

Rightworks Acquires Tech 4 Accountants, Showcases OneSpace

The acquisition adds WISP consulting and supplementary managed security services to Rightworks' offerings.

Isaac M. O'Bannon

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