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Advisory

TaxDome Launches Kiosk: The In-Person Client Experience, Now Digitally Integrated

Technology June 9, 2026 

TaxDome Launches Kiosk: The In-Person Client Experience, Now Digitally Integrated

TaxDome has announced the launch of TaxDome Kiosk, a modern practice management platform.

Isaac M. O'Bannon

Featured Articles

June 5, 2026  

Compliance Policies Need Tools Sophisticated Enough to Enforce Them

June 4, 2026  

Avalara Introduces Tax Content Essentials to Simplify Tax Rate Compliance for Growing Businesses

May 29, 2026  

Why Risk-Informed Advisory Is Becoming Essential for CPA Firms

May 26, 2026  

9 Easy Ways Firms Can Celebrate Client Loyalty and Milestones

May 19, 2026  

Restaurant Accountants: Lunch is Back, and It’s Big Business
Xero Launches Efficiency-Driving Tools to Power-Up U.S. Small Businesses

Accounting August 24, 2022 

Xero Launches Efficiency-Driving Tools to Power-Up U.S. Small Businesses

Xero announced a new strategic partnership with Avalara, the automated tax compliance software specialists, which will bring sales tax workflows ...

The Technology Lab Podcast – Review of Intuit QuickBooks Desktop – Sept. 2022

Accounting Technology Lab Podcast August 24, 2022 

The Technology Lab Podcast – Review of Intuit QuickBooks Desktop – Sept. 2022

Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Intuit's QuickBooks Desktop, the long-reigning most-used small business accounting system.

Brian Tankersley, Randy Johnston

Why CPAs are the Rock Stars of the M&A Process

Firm Management August 22, 2022 

Why CPAs are the Rock Stars of the M&A Process

Financial leaders on both sides of the M&A deal infrastructure must be trained and have strong success in understanding the steps, pace and all deliverable expectations.

Grant Thornton is Selling its Public Sector Advisory Practice to Guidehouse

Advisory August 22, 2022 

Grant Thornton is Selling its Public Sector Advisory Practice to Guidehouse

The transaction is expected to close in the second half of 2022. Financial terms of the transaction were not disclosed.

Are You Recruiting Like It’s 1989?

Advisory August 18, 2022 

Are You Recruiting Like It’s 1989?

When it comes to people looking for a job, research shows that compensation and benefits are the basics that will get them in the door, they are not deciding factors.

Garrett Wagner

Sax Acquires NYC-Based Firm David Weiss CPA PLLC

Advisory August 18, 2022 

Sax Acquires NYC-Based Firm David Weiss CPA PLLC

As a result of this acquisition, which became official on July 31, Sax is now a 47-partner firm with 237 employees.

Jason Bramwell

mgo-logo-1024x255[1]

Advisory August 17, 2022 

MGO Combines with New York Firm Nussbaum Berg Klein & Wolpow CPAs

As part of the deal, Nussbaum’s 73 team members, including all 11 partners, will join Los Angeles-based MGO.

Jason Bramwell

 Streamlining AP Automation Implementations for Faster Time-to-Value

Small Business August 17, 2022 

Streamlining AP Automation Implementations for Faster Time-to-Value

People are more likely to embrace new technology if there’s something in it for them. Play up the ways automation will make the AP team’s work easier and ...

How to Maximize Client Data to Build a Better Firm

Advisory August 17, 2022 

How to Maximize Client Data to Build a Better Firm

There is power in your data. And smart management of it can lead to stellar results. Discover the goldmine, right there inside your business, to build the firm of your dreams.

Kristy Short, Ed.D.

Advisory Services: Helping Your Clients Make More Money $$$

Advisory August 17, 2022 

Advisory Services: Helping Your Clients Make More Money $$$

A cash flow analysis is also very important in making sure that funds are available through every stage of operation.

KCoe Isom Rebrands as Pinion

Accounting August 16, 2022 

KCoe Isom Rebrands as Pinion

The top 100 accounting firm, founded in 1932, specializes in serving clients in the food and agriculture industry.

Jason Bramwell

How to Appropriately Handle Conflicts of Interest

Accounting August 15, 2022 

How to Appropriately Handle Conflicts of Interest

The AICPA is offering a revised code on conflicts that may arise, with expanded guidance for CPAs in public practice as well as those in private business.

Mary Girsch-Bock

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