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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
Accounting Firm Adds New Subsidiary, Schneider Downs Capital

Advisory July 10, 2024 

Accounting Firm Adds New Subsidiary, Schneider Downs Capital

Schneider Downs & Co. introduces a new subsidiary: Schneider Downs Capital LLC (SD Capital), a focused team of value advisors specializing in middle market transactions.

Isaac M. O'Bannon

Recap of the Accounting Thought Leader Think Tank – The Accounting Technology Lab Podcast – July 2024

Accounting July 3, 2024 

Recap of the Accounting Thought Leader Think Tank – The Accounting Technology Lab Podcast – July 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss the invitation-only Accounting Thought Leader Think Tank Symposium, which gathered dozens of the most influential accounting technologists, practitioners, advisors, and policy makers in the profession. The event was held just prior to the 2024 AICPA Engage Conference.

Brian Tankersley, Randy Johnston

How to Use ChatGPT to Create Attention-Grabbing Marketing Content

Advisory July 2, 2024 

How to Use ChatGPT to Create Attention-Grabbing Marketing Content

Using ChatGPT, Copilot, or Gemini to create any type of marketing output can save you time and money. And if you’re not a natural wordsmith, it can help you put the pizazz in your titles and subject lines as well as the rest of your marketing content.

Sandi Smith Leyva

Changes Coming to QuickBooks – The Accounting Technology Lab Podcast – July 2024

Accounting Technology Lab Podcast June 28, 2024 

Changes Coming to QuickBooks – The Accounting Technology Lab Podcast – July 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss several changes coming to QuickBooks in 2024, including in pricing and strategic changes in the organization.

Brian Tankersley, Randy Johnston

New Intuit QuickBooks Technology Survey Calls for Improvements in Three Key Areas

Advisory June 28, 2024  Sponsored

New Intuit QuickBooks Technology Survey Calls for Improvements in Three Key Areas

On average, respondents reported they plan to invest $24,000 in accounting and bookkeeping technologies in the coming year,

Scott Cytron

How SEO Can Drive CAS Growth for Accounting Firms

CAS June 27, 2024 

How SEO Can Drive CAS Growth for Accounting Firms

SEO is all about optimizing the pages of a website so that they rank higher on search engines like Google. The higher the ranking, the more visibility you'll receive.

Roundtable Labs Announces Launch of Second Empower Your Passion Cohort

Firm Management June 26, 2024 

Roundtable Labs Announces Launch of Second Empower Your Passion Cohort

It's a dynamic mastermind group designed to empower participants to break free from conventional norms, embrace imperfections, challenge power dynamics, and shape a more sustainable future for themselves and their communities.

Isaac M. O'Bannon

Roadmap to The Modern Firm

Advisory June 25, 2024 

Roadmap to The Modern Firm

For firms, the continuum represents a proven, strategic roadmap to achieve modern status and thrive in the digital era.

CGMA, CITP, CPA, Darren Root

The Hidden Costs of Late Invoice Payments

Accounting June 24, 2024 

The Hidden Costs of Late Invoice Payments

It has never been more critical for business consultants to work closely with clients to mitigate the prevalence of late invoice payments.

NetSuite Launches New Solution for HIPAA Compliance for Healthcare Entities

Accounting Standards June 24, 2024 

NetSuite Launches New Solution for HIPAA Compliance for Healthcare Entities

NetSuite SuiteSuccess Healthcare Edition is an industry-specific pre-configured solution with pre-defined role-based dashboards, reports, KPIs, and workflows.

Isaac M. O'Bannon

growth pic 1  5661b14028d45

Advisory June 7, 2024 

Building a Scalable Accounting Firm: A Q&A on Growth Strategies for Accountants

Strategic business planning is a difficult skill to master for any entrepreneur, and this is something many of my firm’s clients and accounting firm entrepreneurs are actively working on.

2024 Most Powerful Women in Accounting Awards Announced

Accounting June 4, 2024 

2024 Most Powerful Women in Accounting Awards Announced

The awards, presented by the AICPA and CPA Practice Advisor, recognize leaders for their significant contributions to the profession.

Isaac M. O'Bannon

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