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Advisory

experience rating pixabay Mohammed Hassan-3239454_960_720

Advisory January 8, 2026 

What Makes for a Bad Restaurant or Hospitality Experience

One of the most common reasons we have a bad experience is because of our expectations of what the restaurant can do.

Featured Articles

December 18, 2025  

CPAClub Launches Guardian Pass for Quality Management Monitoring

December 16, 2025  

Multi-Currency Accounting Doesn’t Have To Be So Hard 

December 15, 2025  

Accounting Organizations Unite Against Administration De-Listing Accounting as Professional Degree

December 15, 2025  

Wolters Kluwer to Launch New CCH Axcess Advisor System

December 12, 2025  

Intuit QuickBooks Desktop Pricing and Open AI Relationship – The Accounting Technology Lab Podcast – Dec. 2025
The Technology Lab Podcast – A Recap of the 2023 Thought Leader Symposium – April 2023

Accounting Technology Lab Podcast April 11, 2023 

The Technology Lab Podcast – A Recap of the 2023 Thought Leader Symposium – April 2023

Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA discuss the recent CPA Practice Advisor Thought Leader Symposium, which brought together leading thought leaders in the profession.

Brian Tankersley, Randy Johnston

Finance Leaders Optimistic But Concerned over Costs

Accounting April 11, 2023 

Finance Leaders Optimistic But Concerned over Costs

Key findings from Grant Thornton’s 2023 Q1 CFO Survey found 54% of CFOs reported being optimistic or very optimistic about the economy.

Isaac M. O'Bannon

The Technology Lab Podcast – Review of Microsoft Power Query – April 2023

Accounting Technology Lab Podcast April 11, 2023 

The Technology Lab Podcast – Review of Microsoft Power Query – April 2023

Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA review Microsoft Power Query, Microsoft’s Data Connectivity and Data Preparation technology.

Brian Tankersley, Randy Johnston

The Technology Lab Podcast – Review of Zoho Data Prep – April 2023

Accounting Technology Lab Podcast April 7, 2023 

The Technology Lab Podcast – Review of Zoho Data Prep – April 2023

Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA review Zoho DataPrep, an augmented self-service data preparation tool.

Brian Tankersley, Randy Johnston

business-finances-33557101

Payroll April 4, 2023 

New York State Society of CPAs Launches “Smart Money Habits” Financial Literacy Initiative

The newly created initiative is meant to educate and empower the public regarding vital aspects of financial literacy.

Isaac M. O'Bannon

New Tax Relief for Emergency Expenses

Taxes March 31, 2023 

New Tax Relief for Emergency Expenses

Beginning in 2024, employers may allow plan participants to use a special emergency savings account. This “sidecar account” is capped at $2,500.

Ken Berry, JD

86% of Accountants Expect Technology to Drive their Firms’ Growth in 2023

Accounting March 31, 2023 

86% of Accountants Expect Technology to Drive their Firms’ Growth in 2023

In 2023, accountants expect to spend an average of $15,800 on technology improvements and upgrades. Nearly half expect to invest in and adopt automation tools...

Isaac M. O'Bannon

The Technology Lab Podcast – Review of FloQast – April 2023

Accounting Technology Lab Podcast March 30, 2023 

The Technology Lab Podcast – Review of FloQast – April 2023

Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA review FloQast, an accounting workflow automation solution, designed by accountants for accountants.

Brian Tankersley, Randy Johnston

How to Know it’s the Right Time to Move Clients to QuickBooks Online Advanced

March 29, 2023  Sponsored

How to Know it’s the Right Time to Move Clients to QuickBooks Online Advanced

You want your clients to have a seamless experience you can manage and the client can use with ease, while also using the data to help the client grow their business.

Businesses are Investing for Growth Despite Tough Economic Climate

Accounting March 28, 2023 

Businesses are Investing for Growth Despite Tough Economic Climate

New research shows that businesses have more confidence in their own growth than in the health of the broader economy.

credit-card-851506_pixabay_stevepb

Accounting March 28, 2023 

Fyle Adds Mastercard Integration for Real-Time Reporting

The real-time feeds eliminate the dependency on bank statements, offers greater insights for budgeting and planning, and allows teams to monitor for fraudulent transactions.

Top Reasons to Switch to Advisory Services and the Tools to Get You There

Taxes March 28, 2023 

Top Reasons to Switch to Advisory Services and the Tools to Get You There

Many firms that offer advisory services see a positive impact on relationships with clients, financial growth, and more. 

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