Small Business May 19, 2026
Restaurant Accountants: Lunch is Back, and It’s Big Business
Restaurants are seeing increased daytime traffic. What was once a slow part of the day is quickly becoming a revenue opportunity again.
July 20, 2021
Tax Advisory MS Consultants Celebrates 25th Anniversary
As the oldest and largest independent provider of cost segregation studies in the country, MS Consultants has completed more than 20,000 studies for property owners in its 25-year history. MS Consultants’ team boasts more than 250 years of combined ...
July 7, 2021
Client Experience for Today – Client Advisory Services
Few topics are as near and dear to me as Client Advisory Services. Those of you who have followed both my teaching career around the world for decades, and this column for almost 20 years, know that I’ve tried to bring you the latest in software and ...
July 6, 2021
How to Help Your Clients Sleep Better at Night
It’s time to stop measuring success by how many tax returns you have completed, and start measuring against the growth your clients have had since working with you. Advisory services is more about helping solve financial problems that keep clients up ...
July 5, 2021
3 Tips to Successful Client Advisory Services
Prior to starting or expanding client advisory services, you may want to perform a quick check-up of your existing technology. While automation is always important for CPA firms in general, it becomes a vital component when you begin to offer ...
June 30, 2021
Expand Your Practice with Advisory Services
If you’re looking for ways to expand your practice, adding advisory services is a great place to start. When coupled with annual tax planning and preparation services, the addition of advisory services can benefit both your clients and your firm...
June 24, 2021
Cannabis Accounting: What Your Clients Need to Know
Because so many new cannabis business owners have lots of questions I've pulled together the common ones I hear so you can help prospective clients understand the ways accounting professionals can support their businesses.
June 21, 2021
6 Effective Strategies for CPAs to Build Trust with Clients
The nature of accounting professionals’ services is constantly changing in today’s world. This creates a need for trust, relationships, and professional ethics that have never been greater.
June 21, 2021
Creating a Better Client Experience Through a Better (AI-Powered) Work-to-Cash Cycle
Clients want a better billing experience. With AI-powered billing, you have the ability to make that billing experience delightful rather than dreadful – yes, delightful. In the process, you’ll measurably improve your firm’s financial health.
June 14, 2021
Essential Steps to Transition into Advisory Services
Now is the perfect time to make those business transitions you’ve been putting off. Like your spring cleaning, it can feel like a daunting task to make significant changes to your business model. You could say “my clients wouldn’t like a transition” or...
June 14, 2021
Better Advisory Through Genuine Connection
The biggest stereotype about accountants is that we’re dry, boring numbers people. If you buy into the popular image, the perfect accountant would be an emotionless number cruncher, scarcely different from a high-powered computer. But nothing could be ...
June 9, 2021
Client Experience for Today – Personal Tax Advisory
The technology tools available to assist in this area led me to prepare my first estate plan. When I ran my first personal financial planning models and estate plans in the Kettley Publishing and Back Room Technician, now Advisys solutions with over ...
May 13, 2021
Client Experience for Today – Practice Management for Today
From the May 2021 Issue. Has your practice evolved to a new way of working, or are you doing things pretty much as you did a decade or more ago? Through the years, I have tried to show you a safe way to upgrade your practice tools with technology while still serving your client well...…