Advisory April 8, 2026
AI Slop Survey: A Third of Workers Rarely Check AI Output Before Using It
Some workers report consistently reviewing AI-generated output, while others rely on it with minimal checking.
Advisory October 10, 2022
From Transactional to Transformational: How to Activate Your Advisory Services
For tax professionals, “advisory services” is a term that can be both vague and intimidating. However, it’s highly likely that you’re already providing these services without even realizing it.
Advisory October 6, 2022
From Transactional to Transformational: How to Activate Your Advisory Services
Here are three tips to help you understand, adopt, and grow your advisory services, and change your client relationships from transactional to transformational.
Accounting Technology Lab Podcast October 5, 2022
The Technology Lab Podcast – Review of PlanGuru – Oct. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review PlanGuru, an intelligent financial analytics and forecasting system that helps businesses and nonprofits make better decisions.
Accounting Technology Lab Podcast October 5, 2022
The Technology Lab Podcast – Review of WeIntegrate – Oct. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review WeIntegrate, which provides small businesses with automated integration of Shopify and QuickBooks Online near real-time, saving time and increasing accuracy.
Advisory October 5, 2022
Cyber Insurance for Accounting Firms: Coverage Options and Provider Expectations
Many insurers are demanding more from firms in terms of cyber resilience, so firms should expect rigorous questioning about their cybersecurity protocol when they seek coverage.
September 29, 2022
Accounting Firm Topel Forman Partners with Avantax for Wealth Management and Financial Planning
Based in Chicago, Topel Forman is a full-service, 120-person public accounting firm whose services include tax, audit and advisory.
Accounting September 29, 2022
5 Mistakes to Avoid When Implementing the New Lease Standard
Simplify your lease accounting implementation by learning from the mistakes of public and international companies that are in their fourth year of following the new lease standard.
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Accounting September 28, 2022
NetSuite Helps Businesses Run Better and Support Growth
The latest NetSuite innovations include an AP (accounts payable) automation solution that can increase the accuracy and speed of processing bills and making payments
Accounting September 28, 2022
Five Easy Ways to Keep Client Data Safe
Your clients have put your trust in you and your firm. Make sure that you’re offering the proper safeguards for keeping their data safe.
Small Business September 28, 2022
Financial Preparedness Tips for Hurricane Season
Hurricane Ian threatens tens of millions of people and businesses in Florida and the East Coast with heavy rains, strong winds and flooding as the Category 4 storm is expected to make landfall September 28.
Accounting September 27, 2022
Evolving Global Risk Landscape is Outpacing Organizational Preparedness
The 2022 Global State of Risk Oversight: Managing the Rapidly Evolving Risk Landscape includes insights from a survey of 747 global senior finance and business leaders conducted in 2022.
Firm Management September 26, 2022
Your Firm and Your Cloud
You must be thoughtful about your strategy and tactics, carefully choosing your technology stack and where you spend your time.