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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
KPMG Buys Seattle-Based Arnold Group

Firm Management January 5, 2023 

KPMG Buys Seattle-Based Arnold Group

Arnold Group provided go-to-market strategy development for clients in the technology sector the last 20 years.

Jason Bramwell

KPMG’s 2022 Global Revenue Topped Out at $34.6 Billion

Firm Management December 28, 2022 

KPMG’s 2022 Global Revenue Topped Out at $34.6 Billion

The Big Four firm had steady growth across all regions during its FY 2022, as well as all of its core service lines.

Jason Bramwell

2023 is the Year for Client Advisory Services

Firm Management December 28, 2022 

2023 is the Year for Client Advisory Services

95 percent of accounting firm leaders say their clients want more business advisory services, yet many small and mid-sized firms shy away from adding advisory services.

Marketing1

Firm Management December 20, 2022 

3 Communications Opportunities for Accountants in 2023

All indicators suggest the accounting industry is poised for another year of growth. While the economy is uncertain, client needs are expanding, and it’s not time to pump the brakes on investing in your future.

Great SPAC Crash of 2022 Deepens as Investors Cash Out in Droves

Accounting December 14, 2022 

Great SPAC Crash of 2022 Deepens as Investors Cash Out in Droves

Some SPACs face investor meetings that will give clients a chance to exit ahead of a new tax that could hurt their returns.

Ensuring Success is This Week! Free Online CPE Conference Offers 14 Sessions Dec. 14-15, 2022

Accounting December 12, 2022 

Ensuring Success is This Week! Free Online CPE Conference Offers 14 Sessions Dec. 14-15, 2022

The conference is totally free for CPAs, tax professionals, and other professionals, and offers 14 sessions, each worth 1 hour of CPE credit. Several sessions also qualify for IRS CE credit.

Isaac M. O'Bannon

3,000+ Accounting Pros Attend Live QB Connect Conference in Vegas: Intuit Announces Big New Features

Accounting December 8, 2022 

3,000+ Accounting Pros Attend Live QB Connect Conference in Vegas: Intuit Announces Big New Features

In-person for the first time since 2019, more than 3,000 accountants, bookkeepers, and developers joined the company at sold-out QuickBooks Connect to build relationships, be ...

Making a Big Impact in Short Order with Tax Services

Taxes December 7, 2022 

Making a Big Impact in Short Order with Tax Services

Research from Cerulli Associates found advisor practices that put a premium on creating client-centric experiences have median client sizes that are 93% larger ...

chart-growth-pixabay-mediamodifier-gbe8a82bf9_640

Accounting December 6, 2022 

Client Advisory Services (CAS) Practices See 16% Growth

The survey offers numerous insights about the evolution of CAS offerings and opportunities for future growth.

Isaac M. O'Bannon

Creating an Effective Client Intake Process

Firm Management November 30, 2022 

Creating an Effective Client Intake Process

Despite its importance, few firms put much energy into optimizing their client intake process. They identify their ideal clients, spend time packaging and

Jon Hubbard

Helping Special Needs Families Plan Their Financial Futures

November 23, 2022 

Helping Special Needs Families Plan Their Financial Futures

Families may have a million questions about their child’s care, education, residence and employment when they reach adulthood.

FTX Users Can’t Count on Help From the IRS

Digital Currency November 18, 2022 

FTX Users Can’t Count on Help From the IRS

When market investors suffer losses, they’re often eligible for a tax write-off to soften the blow. FTX users won’t be so lucky.

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