CAS August 20, 2026
The Accountant’s Guide to Agentic ROI
The question for accountants now is how do you turn ambition around agentic AI into commercial value.
Advisory February 1, 2024 Sponsored
5 Ways Firms Can Support Entrepreneurs in 2024
The primary focus for small business owners in 2024 is generating more revenue, with many small businesses wanting to add to their payrolls.
CAS January 19, 2024
The Present & Future of CAS for Accounting Firms
More than 20 of the profession’s thought leaders met for the Accounting Meta Influencers roundtable discussion on the present and future of CAS, and what this evolving phenomenon will mean for firms, for professionals, and for clients.
Advisory December 27, 2023
Five Ways Offering Advisory Services Can Help You Escape the Accountant’s Trap
Advisory clients have a very high retention rate. This means that, once you get a handful of clients, you won’t have to spend your time looking for new clients.
Accounting Technology Lab Podcast December 20, 2023
The Accounting Technology Lab Podcast – Intuit QuickBooks Connect Conference Recap – Dec. 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss technologies presented at the Intuit QuickBooks Connect user conference.
Firm Management October 12, 2023
The Future is Client-Centric: Preparing Your Firm for Success
Create communication policies and adopt technologies that will improve the client experience.
Firm Management October 11, 2023
How to Harness Case Studies in Your Marketing Efforts
Studies highlighting triumphs are a best-practice marketing method to capture the attention of prospective clients and nurture their conversion to loyal clients.
Mergers and Acquisitions October 11, 2023
CohnReznick Acquires Division from Exiger
The staff and contracts are being absorbed into CohnReznick’s rapidly expanding government advisory practice.
Small Business October 11, 2023
Small Business Credit Card Spending Up 20 Percent Post-Pandemic
Amid inflation and high interest rates, small businesses are increasingly turning to credit cards for operational and growth expenses.
Advisory October 5, 2023
Mindful Communication: The Secret to Deeper Client Engagement in Your Accounting Practice
Mindful communication is the cornerstone of deep client engagement. When practiced, it transforms routine client meetings into profound, trust-building encounters.
Firm Management October 4, 2023
Schneider Downs Wealth Management Names New CEO
Eichelberger has more than 25 years of experience in the financial services industry, and he has a lengthy history of advising high net worth individuals, foundations, endowments and retirement plans.
Small Business October 4, 2023
Spend Management is the Next Focus for Client Accounting Services
Cash flow is tight for many SMBs, and business owners need greater visibility into their cash flow to mitigate the impact of unexpected expenses.
Advisory October 3, 2023
Client Relationships 2.0: Enhancing Trust with Expanded Offerings
Prioritizing communication, building a client-centric culture and gathering feedback will help you strengthen that trust while meeting your client’s needs and adding value.