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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
Attracting and Retaining Clients Starts with Tech Expertise

CAS April 17, 2024 

Attracting and Retaining Clients Starts with Tech Expertise

SMBs rely on their accounting firms for a variety of needs, but one particular area they feel strongly about is having an understanding of the technology they use.

 Beyond Offshoring: A Spectrum of Sourcing Solutions

Advisory April 10, 2024 

Beyond Offshoring: A Spectrum of Sourcing Solutions

The accounting profession is struggling to deal with a talent shortage. Fewer students are selecting accounting as a major, and those who do often opt for careers outside of public accounting.

Jim Boomer

Don Scholl, a Well-Liked and Respected Consultant to the CPA Profession, Has Died

Accounting March 28, 2024 

Don Scholl, a Well-Liked and Respected Consultant to the CPA Profession, Has Died

Scholl, who retired about 15 years ago after serving as president of his own consulting firm for four decades, passed away March 27.

Jason Bramwell

The Accounting Technology Lab Podcast – The 2024 CPAPA Thought Leader Symposium – Apr. 2024

Accounting Technology Lab Podcast March 27, 2024 

The Accounting Technology Lab Podcast – The 2024 CPAPA Thought Leader Symposium – Apr. 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss the 2024 CPA Practice Advisor Thought Leader Symposium, which was held in Dallas in February..

Brian Tankersley, Randy Johnston

The Accounting Technology Lab Podcast – Review of SOBI Analytics – Mar. 2024

Accounting Technology Lab Podcast March 27, 2024 

The Accounting Technology Lab Podcast – Review of SOBI Analytics – Mar. 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss and review SOBI Analytics, an AI-driven platform, built specifically with CAS (Client Advisory Services) accounting firms in mind.

Brian Tankersley, Randy Johnston

Cast Your Vote for 2024 Readers’ Choice Awards!

Accounting March 26, 2024 

Cast Your Vote for 2024 Readers’ Choice Awards!

The CPA Practice Advisor Readers’ Choice Awards give readers the opportunity to spotlight the technologies they most rely on and trust to manage their firms.

Isaac M. O'Bannon

The Accounting Technology Lab Podcast – Review of FedNow – Mar. 2024

Accounting Technology Lab Podcast March 22, 2024 

The Accounting Technology Lab Podcast – Review of FedNow – Mar. 2024

The team discusses FedNow, a new instant payment infrastructure from the Federal Reserve that allows eligible depository institutions of different sizes across the U.S. provide instant payment services.

Brian Tankersley, Randy Johnston

Deloitte Revamps Structure to Slash Costs in Tough Market

Firm Management March 18, 2024 

Deloitte Revamps Structure to Slash Costs in Tough Market

The move will see the Big Four firm reorganize its main business units down to four arms from five, the Financial Times reported.

Grant Thornton Is the Latest U.S. Firm to Get Into Bed With Private Equity

Firm Management March 15, 2024 

Grant Thornton Is the Latest U.S. Firm to Get Into Bed With Private Equity

The seventh-largest accounting firm in the U.S. said it will receive “a significant growth investment” from New Mountain Capital.

Jason Bramwell

Microsoft 365 Plans and Options for Firms – The Accounting Technology Lab Podcast – Mar. 2024

Accounting Technology Lab Podcast March 15, 2024 

Microsoft 365 Plans and Options for Firms – The Accounting Technology Lab Podcast – Mar. 2024

Hosts Randy Johnston and Brian Tankersley, CPA, talk about the most productive and cost-efficient ways to use Microsoft 365 in public accounting firms. March 2024.

Brian Tankersley, Randy Johnston

electronic payments 1  55c4ba9a115cc

Technology March 13, 2024 

How Accountants Can Help Clients Navigate the New World of E-Invoicing

A growing list of governments are mandating that businesses utilize e-invoicing in their billing processes. For your clients large and small doing business in other global regions, education and action around e-invoicing is required.

gavel1

Accounting March 12, 2024 

Corporate Transparency Act and BOI Found Unconstitutional by Federal Court

A federal district court in Alabama has found the Corporate Transparency Act, which includes the controversial Beneficial Ownership Information reporting requirements, to be unconstitutional.

Isaac M. O'Bannon

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