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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
Registration Opens for Ensuring Success 2025: Up to 14 Hours of Free Streaming CPE Sessions in 2 Days – Dec. 10-11

Accounting December 10, 2025 

Registration Opens for Ensuring Success 2025: Up to 14 Hours of Free Streaming CPE Sessions in 2 Days – Dec. 10-11

Ensuring Success is a 2-day, free online CPE conference that lets you earn up to 14 hours of CPE credits from your office or anywhere else. Dec. 10-11, 2025. Register now!

Isaac M. O'Bannon

clients1 networking puzzle_11318613

Firm Management August 12, 2025 

The Human Side of Advisory: Why Emotional Intelligence Is Your Firm’s Secret Advantage

When CPAs and firm leaders integrate emotional intelligence, active listening, and presence into their advisory process, the results reach far beyond improved margins or projections.

Amy Vetter

Merger_sign

Advisory August 8, 2025 

Emerging Company M&A: Pre-Sale Accounting Best Practices for Buyers and Sellers

Among many necessary tasks, founders looking to sell must ensure their books and records are properly maintained so the financial statements are able to withstand heightened due diligence.

PwC to Acquire Tech Consulting Firm Kunai

Mergers and Acquisitions August 7, 2025 

PwC to Acquire Tech Consulting Firm Kunai

The Big Four firm said Aug. 6 that it will acquire Kunai, a boutique software consulting firm that specializes in AI, cloud-first web, mobile, and infrastructure platforms for the financial services industry.  

Jason Bramwell

Alexion.AI Emerges to Empower the Accounting Profession

Advisory August 1, 2025 

Alexion.AI Emerges to Empower the Accounting Profession

Alexion acts as connective tissue across firm systems: normalizing unstructured data, reconciling fragmented context, and building AI-powered memory infrastructure.

Isaac M. O'Bannon

How Firms Are Using CAS to Build Better Work-Life Balance

Firm Management July 24, 2025 

How Firms Are Using CAS to Build Better Work-Life Balance

Firms highlighting CAS as a new era of accounting may just unlock the solution to the profession’s ongoing pipeline problem.

Expensify Card

Small Business July 24, 2025 

Expensify Expands Multicurrency Options

The launch includes support for corporate card import from 10,000+ more banks worldwide, multilingual capabilities, Euro-based billing, international reimbursements in New Expensify, and beta access to the Expensify Card.

Isaac M. O'Bannon

flags world

Accounting July 21, 2025 

European Union Makes Plans to Retaliate for Trump Tariffs

Before Trump’s letter, the EU had been hopeful it was edging toward an initial framework that would allow detailed discussions to continue on the basis of a universal rate of 10% on many of the bloc’s exports.

back-2-school-shopping-600x1

Small Business July 17, 2025 

Back-to-School Season Gets Early Start

The early start is up from 55% last year and is the highest since NRF started tracking early shopping in 2018.

Isaac M. O'Bannon

37% of Finance Leaders Have Already Paused Some Capital Spending, But Still Focused on AI

Small Business July 17, 2025 

37% of Finance Leaders Have Already Paused Some Capital Spending, But Still Focused on AI

Further, 67% of finance leaders are either currently cutting costs with more expected, have completed cuts or are planning to cut in the second half of the year.

Isaac M. O'Bannon

Why Now is the Right Time to Modernize Client Accounting Services

CAS July 15, 2025 

Why Now is the Right Time to Modernize Client Accounting Services

The tools are ready, the market is demanding, and the opportunities are vast. The question is no longer if your firm's client accounting services should adopt AI, but when—and the answer is NOW.

Why SMBs Are in Danger of Losing the Risk Management Battle

Small Business July 15, 2025 

Why SMBs Are in Danger of Losing the Risk Management Battle

Despite resource constraints, small and medium-sized businesses can take practical steps to improve their risk posture without breaking the bank.

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