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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
Grant Thornton Advisors to Sink $1 Billion Over Three Years on AI

Technology September 5, 2025 

Grant Thornton Advisors to Sink $1 Billion Over Three Years on AI

Grant Thornton says the investment wil provide AI tools and technology to the entire workforce at its multinational professional services platform, which stretches from the Americas across Europe to the Middle East.

Jason Bramwell

Archived Webcast: Retirement Stages for Individuals and Small Business Owners

Accounting October 14, 2025  Sponsored

Archived Webcast: Retirement Stages for Individuals and Small Business Owners

Retirement planning is not one-size-fits-all—it evolves through distinct stages of life and business ownership. This course explores key milestones and strategies to help individuals and small business owners prepare for a secure and efficient retirement.

AI Integrations in ProConnect Tax: Moving from Science Fiction to Real-Life, Practical Implementation

Small Business August 27, 2025  Sponsored

AI Integrations in ProConnect Tax: Moving from Science Fiction to Real-Life, Practical Implementation

The question is no longer whether you should embrace AI, but how you will adopt it as a technology cornerstone of your firm’s growth and success.

Scott Cytron

Traditional Risk Assessments Leave Modern Businesses Exposed, Compliance Expert Warns

Small Business August 27, 2025 

Traditional Risk Assessments Leave Modern Businesses Exposed, Compliance Expert Warns

A former business systems consultant explains why traditional risk assessment methods are inadequate for addressing modern business threats like cyberattacks and technology failures.

How Independent Financial Advisors Can Drive Smart, Sustainable Growth

Advisory August 26, 2025 

How Independent Financial Advisors Can Drive Smart, Sustainable Growth

By adequately laying the groundwork, independent practices can stimulate both organic and inorganic growth.

The Future of Accounting: How Intuit’s AI Innovations Are Reshaping the Profession

Technology August 22, 2025  Sponsored

The Future of Accounting: How Intuit’s AI Innovations Are Reshaping the Profession

Embracing these and other innovations will allow you to deliver higher-value services, solidify their position as trusted advisors, and ultimately, drive greater success for their clients in an increasingly data-driven world.

mental-health-Pixabay-Tumisu-3337026_1280

Advisory August 22, 2025 

How to Help Clients who Provide Care for Mentally Ill Family Members

Caring for a mentally ill loved one involves a journey of discovery – it’s like you’re venturing into unexplored territory. And like all good explorers, you have to leave a map for those who will follow in your footsteps.

Arax Investment Partners Acquires Summit Wealth Strategies, Broadening Reach in Midwest

Advisory August 20, 2025 

Arax Investment Partners Acquires Summit Wealth Strategies, Broadening Reach in Midwest

Summit will join Arax Advisory Partners, Arax’s platform uniting independent firms that prioritize sophisticated planning strategies alongside investment advice for high-net-worth families, individuals and institutions.

Isaac M. O'Bannon

House for sale sign

Small Business August 19, 2025 

What Business Entity Type Should Real Estate Clients Use?

Sole Proprietorship or LLC? Partnership or Corporation? Understanding each type of entity is essential for helping your clients make the right decision for their business.

Nellie Akalp

Survey of SMBs Shows How They Choose and Evaluate Their Accounting Firm

Advisory August 19, 2025 

Survey of SMBs Shows How They Choose and Evaluate Their Accounting Firm

A new study surveyed U.S. businesses on how they find, select, and retain their accounting service providers. 

Isaac M. O'Bannon

Becoming Your Clients’ Most Trusted Voice

Advisory August 18, 2025 

Becoming Your Clients’ Most Trusted Voice

While technical skills might get clients in the door, it's the relationship that transforms them from occasional clients to loyal advocates.

Amy Vetter

Empathy Is the New Job Security: 14 AI-Proof Careers

Advisory August 15, 2025 

Empathy Is the New Job Security: 14 AI-Proof Careers

Zety’s Empathetic Jobs Report identified 14 well-paying jobs safe from AI automation that blend purpose, emotional intelligence, and long-term job security. 

Isaac M. O'Bannon

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