Advisory
Latest News
‘Unpredictable’ Election Clouds Tax and Economic Policy View
Sanders May Bring His Populist Brand to Powerful Senate Finance Committee
Accountant Gets Jail Time For Charging $3 Million on New Jersey Employer’s Credit Card
New Jersey Joins IRS Direct File For 2025 Filing Season
![Marketing1](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/07/33078/marketing1_11292650-768x660.png)
Summer Marketing Initiatives for Small to Mid-Sized Accounting Firms
The slower pace of summer offers a prime opportunity to engage with current clients in more relaxed settings and attract new clients who are preparing for the end-of-year financial rush.
![](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/1099k-768x477.png)
More CAS Firms Adding 1099 and W-9 Services
There’s a high demand for 1099 services, according to the 2022 CPA.com and AICPA PCPS Client Advisory Services (CAS) Benchmark Survey.
![technology pixabay free-photos computer-1245714_960_720](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2020/08/technology_pixabay_free_photos_computer_1245714_960_720.5f40fe469f8f7-768x510.png)
Decisions 2024 – So, What’s Next?
Embracing adaptability and continuous learning will equip us to thrive in an environment of economic uncertainty and rising costs.
![](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/07/artificial-intelligence-768x432.jpg)
75% of Mid-Market Companies to Invest in AI Over Next Five Years, According to Wipfli Survey
The survey sheds light on the evolving landscape of technology investments and workforce dynamics among these businesses, providing valuable insights into their strategies and challenges.
![](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/09/Automation_technology-_.5558c5b706074.jpg)
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.
![workers_staff_pixabay_rawpixel_action_2277292_960_720](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2020/07/workers_staff_pixabay_rawpixel_action_2277292_960_720.5ecd2d50d12f1-768x524.png)
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.
![](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/Don-Scholl-768x531.jpeg)
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.
![](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2024-Accounting-Tech-Lab-768x384.png)
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..