Accounting April 29, 2026
Professionals are starting to reconsider the mega accounting conferences and move toward smaller conferences, niche retreats, and multi-city roadshows.
Accounting Technology Lab Podcast March 27, 2024
Hosts Randy Johnston and Brian Tankersley, CPA, discuss and review SOBI Analytics, an AI-driven platform, built specifically with CAS (Client Advisory Services) accounting firms in mind.
Advisory February 1, 2024 Sponsored
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
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
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
Technologists Randy Johnston and Brian Tankersley, CPA, discuss technologies presented at the Intuit QuickBooks Connect user conference.
Firm Management October 12, 2023
Create communication policies and adopt technologies that will improve the client experience.
Firm Management October 11, 2023
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
The staff and contracts are being absorbed into CohnReznick’s rapidly expanding government advisory practice.
Small Business October 11, 2023
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 is the cornerstone of deep client engagement. When practiced, it transforms routine client meetings into profound, trust-building encounters.
Firm Management October 4, 2023
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
Cash flow is tight for many SMBs, and business owners need greater visibility into their cash flow to mitigate the impact of unexpected expenses.