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Advisory

Five Collections Habits Accountants Can Help Small-Business Clients Adopt

Small Business November 5, 2026 

Five Collections Habits Accountants Can Help Small-Business Clients Adopt

My father's business would have been easier to run with those habits in place. Most of your clients' businesses would be too.

Salman Shawaf

Featured Articles

November 4, 2026  

The Reconciled-Books Trap: 5 Misclassifications Tax Preparers Should Catch Before Filing

November 4, 2026  

The Bookkeeping Mistake That Keeps Showing Up in New Clients’ Books

November 3, 2026  

Selling Advice, Not Hours: Packaging Advisory Services Clients Understand

November 3, 2026  

Levvy Announces New Connection to Claude and ChatGPT

November 2, 2026  

Beat Financial Stress: 6 Essential Year-End Money Moves
ShareFile Launches New Accounting Solution

Accounting June 1, 2023 

ShareFile Launches New Accounting Solution

The new solution from ShareFile improves client experiences by delivering simple, frictionless interactions.

Isaac M. O'Bannon

Accounting Thought Leaders to Meet During AICPA ENGAGE Conference

Accounting May 31, 2023 

Accounting Thought Leaders to Meet During AICPA ENGAGE Conference

The event will be the first time the 40 Under 40 honorees and participants of the annual Thought Leader Symposium will come together, engaging on issues critical to the profession.

Isaac M. O'Bannon

6 Top Investment Options to Generate Passive Income

Payroll May 31, 2023 

6 Top Investment Options to Generate Passive Income

Passive income investing allows you to work less and earn more. These passive income streams are some of the best to get started.

TrustedAdvisor3 54bed0beb4f6c

Advisory May 31, 2023 

Unlocking Your CAS Potential: Strategies for Facing Challenges Head-On

As practitioners, we must continuously adapt, evolve, and learn to ensure our practices remain successful and serve our clients effectively.

Amy Vetter

How to Market Advisory Services in 2023

Accounting May 30, 2023 

How to Market Advisory Services in 2023

Promoting advisory services isn’t as complicated as you think. Here’s how to get started.

Grant Thornton is the Latest Large Firm to Get Rid of Staff

Firm Management May 26, 2023 

Grant Thornton is the Latest Large Firm to Get Rid of Staff

Grant Thornton let 300 employees in its advisory and tax services practices know on Thursday that they were losing their jobs.

Jason Bramwell

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Payroll May 25, 2023 

52% of Adults Say Money Has Negative Impact on Mental Health

Among those who say money has a negative impact on their mental health, 56% say this happens at least once a week (up from 52% last year), which includes 29% who say this happens daily.

Isaac M. O'Bannon

 More Americans Struggle with Personal Finances

Payroll May 24, 2023 

More Americans Struggle with Personal Finances

Some 73% of adults were “doing at least OK financially” as of October, down five percentage points from a year earlier and among the lowest levels since 2016.

Nomination Period Open for 2023 Innovation Awards

Accounting May 22, 2023 

Nomination Period Open for 2023 Innovation Awards

Now in their 20th year, the Innovation Awards highlight technologies that are shaping the profession and small businesses through increased collaboration and productivity.

Isaac M. O'Bannon

Your Firm and Your Tools – Top Technology Initiatives

Accounting May 19, 2023 

Your Firm and Your Tools – Top Technology Initiatives

The accounting profession is undergoing a rapid digital transformation. As a result, embracing innovative technology tools is crucial for public practice accounting firms to stay competitive, streamline operations, and provide exceptional client service.

Randy Johnston

Made in the USA is Good for Small Businesses, Too

Advisory May 17, 2023 

Made in the USA is Good for Small Businesses, Too

By bringing production closer, companies can often increase agility. Shipments that take months to fulfill internationally can be ordered, altered, and delivered within weeks.

Intuit Awards Three Small Businesses $20,000 Each for Small Business Hero Day

Small Business May 17, 2023 

Intuit Awards Three Small Businesses $20,000 Each for Small Business Hero Day

Each small business hero was nominated for their incredible commitment to serving their local communities in Louisiana, Georgia, and Michigan.

Isaac M. O'Bannon

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