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 October 10, 2022
From Transactional to Transformational: How to Activate Your Advisory Services
For tax professionals, “advisory services” is a term that can be both vague and intimidating. However, it’s highly likely that you’re already providing these services without even realizing it.
Advisory October 6, 2022
From Transactional to Transformational: How to Activate Your Advisory Services
Here are three tips to help you understand, adopt, and grow your advisory services, and change your client relationships from transactional to transformational.
September 15, 2022
Why Tax Professionals Need an Anti-fragile Mindset
Everyone knows the saying “hope for the best, prepare for the worst.” As tax professionals, we actually have to take this mindset a step further.
Advisory September 7, 2022
Intuit and Ignition Launch Tax Planning and Advisory Proposal Templates
The Tax Planning and Advisory Proposal templates which integrate into Intuit ProConnect Group’s latest product, Intuit Tax Advisor.
Advisory August 30, 2022
New Intuit Tax Advisor System Integrates Tax Prep and Advisory
ITA generates client-friendly reports with recommendations that are personalized for estimated tax savings strategies.
August 24, 2022
How to Speak to Your Clients About the IRS
There are several factors that explain how the IRS has failed to meet their commitment to service for the American people.
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.
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.
August 15, 2022
How to Build the Best Relationship with a Client
How can tax professionals build the same strong advisory relationship and take a more proactive approach to the services we offer?
Advisory August 11, 2022
Developing a Data Mindset to Proactively Make Clients’ Lives Better
Smart Client Management needs a data mindset to proactively make clients’ lives better. I think most practitioners would agree with me that the reactive model ...
Accounting July 11, 2022
5-Step Guide: How to Offer Advisory Services to Your Clients
Accounting firm owners know how important it is to maintain cash flow and overcome slow periods in business.
June 22, 2022
Creating Your Path to Advisory Services
The path to advisory services is a journey that is likely a multi-year adventure for firms to test out the process with their clients and continue building and scaling year-over-year. A lot of firms already offer one-off planning advice to clients ...