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Advisory

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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
Business Owners Embrace AI and HR Involvement, but Strategic Gaps Persist

Advisory July 14, 2025 

Business Owners Embrace AI and HR Involvement, but Strategic Gaps Persist

As business leaders navigate rising costs, shifting employee expectations and economic uncertainty, many are turning to artificial intelligence (AI) and human resources (HR) as strategic levers for support.

Isaac M. O'Bannon

Building Newsletters People Actually Read (and Click)

Firm Management July 11, 2025 

Building Newsletters People Actually Read (and Click)

Let’s be honest, B2B email open rates could be better. Especially in the accounting profession, where inboxes are flooded with technical updates, IRS alerts, and industry jargon.

Becky Livingston

Audit Sight Launches Management Meeting Module for Transaction Advisory Teams to Accelerate Deal Cycles and Surface Key Insights

Accounting July 10, 2025 

Audit Sight Launches Management Meeting Module for Transaction Advisory Teams to Accelerate Deal Cycles and Surface Key Insights

Audit Sight, the AI technology platform transforming audit and transaction advisory services (TAS), has announced the release of its latest innovation: the Management Meeting Module.

Isaac M. O'Bannon

43% of Finance Teams Question Their Own Tariff Preparedness

CAS July 7, 2025 

43% of Finance Teams Question Their Own Tariff Preparedness

The insightsoftware study reveals that access to modern forecasting tools and real-time data creates a decisive advantage in navigating economic uncertainty.

Isaac M. O'Bannon

How to Help Small Business Clients Navigate Business Registrations

Small Business July 7, 2025 

How to Help Small Business Clients Navigate Business Registrations

Here are answers to common questions for your small business clients when it comes to business registration, fees, and licenses.

Gail Cole

Recap of the 2025 Accounting Thought Leader Think Tank Mashup – The Accounting Technology Lab Podcast – July 2025

Accounting Technology Lab Podcast July 3, 2025 

Recap of the 2025 Accounting Thought Leader Think Tank Mashup – The Accounting Technology Lab Podcast – July 2025

Brian Tankersley, CPA, and Randy Johnston, discuss the recently held CPA thought leader and think tank symposium, which included discussions of upcoming trends and technologies critical for accounting and tax professionals.

Brian Tankersley, Randy Johnston

How CFOs Are Rethinking Talent and Operations Strategies Now

Advisory July 1, 2025 

How CFOs Are Rethinking Talent and Operations Strategies Now

As more processes are automated using AI, the company has more data available for more precise forecasting and planning, which can help align cost control and strategic planning.

From Silos to Synergy: The Business Case for a Connected Enterprise

Advisory July 1, 2025 

From Silos to Synergy: The Business Case for a Connected Enterprise

In taking action today, organizations can better adapt to future technological advancements, make faster and more informed decisions, and maintain a competitive edge.

change-management11_11181237

Small Business June 30, 2025 

In Unpredictable Times, Focusing on Future Readiness Matters More Than Ever for CPA Firms

A strong brand helps keep your organization aligned and focused during periods of change. It unites your team members around a clear purpose, attracts clients who genuinely value what you offer and cultivates leaders who live your firm’s values.

Steve Saah

Sales Tax Hive Roundtable Launches to Help Bookkeepers and Accountants Tackle Sales Tax with Confidence

CAS June 30, 2025 

Sales Tax Hive Roundtable Launches to Help Bookkeepers and Accountants Tackle Sales Tax with Confidence

The Sales Tax Sisters and Roundtable Labs partner to launch a supportive, educational space for accounting professionals struggling with sales tax.

Isaac M. O'Bannon

BILL Launches Supplier Payments Plus for High Volume Payment Reconciliation

Accounting June 30, 2025 

BILL Launches Supplier Payments Plus for High Volume Payment Reconciliation

This new offering helps large suppliers quickly and efficiently process and reconcile high volumes of payments from thousands of SMBs with greater speed, accuracy and ease.

Isaac M. O'Bannon

Emburse and Sage Expand Partnership for Faster Closes and Spend Visibility

Financial Reporting June 25, 2025 

Emburse and Sage Expand Partnership for Faster Closes and Spend Visibility

With the new solution, Emburse Professional and Sage Intacct are seamlessly bridged through bi-directional data synchronization.

Isaac M. O'Bannon

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