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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
growth pic 1  5661b14028d45

Advisory September 5, 2024 

CAS Transformation is Only One Piece of Business Transformation

According to the AICPA’s CAS Benchmark Survey, CAS practices have experienced double-digit growth each year since 2018, and there is still room to grow.

Jim Boomer

Meeting

Advisory September 5, 2024 

Setting Up for Success: The Importance of Grounding in Client Meetings

If we go into a meeting with a client or team member distracted by everything that has already stressed us out that day and worrying about the things that are coming up to stress us out later, we are setting ourselves up for failure.

Ingrid Edstrom

 Rule of 30: Strategic Growth and Profit Balance with Fractional CFO Expertise

Advisory September 4, 2024 

Rule of 30: Strategic Growth and Profit Balance with Fractional CFO Expertise

The Rule of 30 is particularly relevant for mature businesses in traditional industries that are focused on sustaining long-term growth while maintaining robust profit margins.

How to Become a Financial Hero to Your SMB Clients

September 3, 2024  Sponsored

How to Become a Financial Hero to Your SMB Clients

With AI, automation, and other technology trends influencing the market, many SMB business leaders are struggling with cash flow and unsure where to turn for financial advice.

The 2024 Tax and Accounting Technology Innovation Awards Announced

Accounting August 29, 2024 

The 2024 Tax and Accounting Technology Innovation Awards Announced

CPA Practice Advisor has announced the 2024 Tax and Technology Innovation Award winners and finalists. Now in their 21st year, the awards highlight technologies that advance the profession.

Isaac M. O'Bannon

CohnReznick Opens Digital Forensics Lab

Technology August 28, 2024 

CohnReznick Opens Digital Forensics Lab

Located near Washington, D.C., the lab is part of the top 20 firm's expanded cybersecurity and incidence response services.

Jason Bramwell

HBK CPAs, HBKS Wealth Advisors to Have Their Own Leaders

Firm Management August 27, 2024 

HBK CPAs, HBKS Wealth Advisors to Have Their Own Leaders

Christopher Allegretti and Thomas Angelo will be CEO and managing principal of HBKS Wealth Advisors and HBK CPAs, respectively.

Jason Bramwell

Moss Adams Adds AI Consulting Services

Firm Management August 26, 2024 

Moss Adams Adds AI Consulting Services

The top 15 accounting firm now has two service offerings for businesses looking to effectively utilize artificial intelligence.

Jason Bramwell

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Accounting Standards August 26, 2024 

Tech Can Help Accountants Have Hobbies Again

Achieving a proper work-life balance is something that we need to constantly work at, but the right technology can bring a little more free time to an accountant's day-to-day life.

Financial-Data-and-Mag-Glass1

Accounting August 23, 2024 

Controller vs CFO: Which Does Your Client Need

Do your clients need a controller, a CFO, or both? Every business, at some point, reaches a stage where financial management becomes too complex and just getting the bookkeeping done is no longer enough.

Xero Showcases New Tech and Integrations at Xerocon 2024 Conference in Nashville

Accounting August 14, 2024 

Xero Showcases New Tech and Integrations at Xerocon 2024 Conference in Nashville

Small business accounting technology maker Xero opened its annual Xerocon event in Nashville, Tennessee, on Wednesday, hosting more than 1,000 accounting professionals, financial advisors, and business consultants.

Isaac M. O'Bannon

Survey of Main Street Accountants Signals Turbulence for Small Businesses

Small Business August 12, 2024 

Survey of Main Street Accountants Signals Turbulence for Small Businesses

Main Street accountants are providing cautionary advice to small businesses amidst uncertain or deteriorating business and economic conditions.

Isaac M. O'Bannon

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