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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
Half of Nonprofits Saw Decrease in Income in 2022

Accounting March 6, 2023 

Half of Nonprofits Saw Decrease in Income in 2022

Nearly one-half of nonprofits saw a decrease in net income in 2022 due to increases in personal compensation and operational costs, decreases in state appropriations and ...

Isaac M. O'Bannon

How to Set Fees for Advisory Services Engagements

Advisory February 28, 2023 

How to Set Fees for Advisory Services Engagements

You already know that hourly billing is archaic, punishes you for being efficient, limits your earning potential, and is generally a terrible idea.

Financial-Data-and-Mag-Glass1

Small Business February 28, 2023 

Reconsidering Financial Budgeting after a Pandemic

Business budgets might not look quite the same after COVID-19. With these tips, companies can get back on track with their budgeting and thrive in the post-COVID world.

Justin Hatch

Avantax

Accounting February 23, 2023 

Avantax Sees $1.7 Billion in Newly Recruited Assets, Up 79%

Avantax also continued successfully recruiting accounting firms to its employee-based model with the new affiliation of three large accounting firms.

Isaac M. O'Bannon

Staffing 1

Accounting February 23, 2023 

9 in 10 Accounting and Audit Firms Struggle to Find Talent

To tackle this challenge and boost client collaboration, accounting and auditing organizations are ramping up the adoption of advanced technologies such as ...

Isaac M. O'Bannon

growth pic 1  5661b14028d45

Accounting February 23, 2023 

4 Ways an Outside Financial Hire Can Strengthen a Family Business

While a new hire may be intimidating, a CFO or controller can provide valuable industry and financial expertise especially during economic volatility.

Accounting Thought Leaders Discuss Future of the Profession, Advisory Services, and Tax

Accounting February 21, 2023 

Accounting Thought Leaders Discuss Future of the Profession, Advisory Services, and Tax

Accounting thought leaders convened in New York City Feb. 20-22, 2023, for CPA Practice Advisor's 13th annual Accounting Thought Leader Symposium.

Isaac M. O'Bannon

KPMG U.S. Cuts Nearly 2% of Its Workforce

Firm Management February 20, 2023 

KPMG U.S. Cuts Nearly 2% of Its Workforce

The layoffs on Feb. 15 impacted about 700 people who worked in the firm's advisory practice.

Jason Bramwell

sales_tax

Sales Tax February 16, 2023 

VARC Solutions Helps Clients Outsource Sales Tax Compliance

Initially focusing on bookkeeping and payroll services, VARC Solutions has expanded to offer fully outsourced business management, payment processing, invoice management, consulting, implementation, and training.

Isaac M. O'Bannon

The Technology Lab Podcast – Review of Validis – Feb. 2023

Accounting Technology Lab Podcast February 14, 2023 

The Technology Lab Podcast – Review of Validis – Feb. 2023

Technologists Randy and Brian evaluate Valadis, a tool that extracts data from all financial systems to automatically generate full sets of standardized working papers. This data can then be imported into working paper systems.

Brian Tankersley, Randy Johnston

Client Hub Launches a Free Recategorize Plan

Accounting February 13, 2023 

Client Hub Launches a Free Recategorize Plan

Firms using Client Hub can now connect a client’s QuickBooks file to that client’s workspace in Client Hub. Then, they simply designate a QuickBooks account for uncategorized transactions.

Isaac M. O'Bannon

AuditFile Partners with AuditClub for Audit Efficiency and Quality

Accounting February 9, 2023 

AuditFile Partners with AuditClub for Audit Efficiency and Quality

New AuditFile software feature helps firms connect with AuditClub fractional auditors to complete audits and reviews under tight deadlines

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