Advisory August 1, 2025
Alexion.AI Emerges to Empower the Accounting Profession
Alexion acts as connective tissue across firm systems: normalizing unstructured data, reconciling fragmented context, and building AI-powered memory infrastructure.
Financial Planning November 29, 2023
Managing Personal Finances for Adult Children with Disabilities
It’s not unusual for people with Down syndrome to live into their 60s and those with cerebral palsy to reach 50 years in age.
Advisory November 21, 2023
Estate Planning: A Guide for Accountants
Early estate planning strategies are critical to your clients, and accountants and tax professionals can offer significant and valuable assistance in the process.
November 16, 2023
The Accounting Technology Lab Podcast – Review of Clockwork – Nov. 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss Clockwork, an AI-powered intelligent financial advisory tool.
Advisory November 16, 2023
Elevating Your Accounting Practice: The Critical Role of a Value Committee
Ensuring your firm delivers exceptional value and effectively captures that value through appropriate pricing is crucial.
Advisory November 14, 2023
Rightworks Acquires Tech 4 Accountants, Showcases OneSpace
The acquisition adds WISP consulting and supplementary managed security services to Rightworks' offerings.
Advisory November 14, 2023
Survey to Measure Impact of Advisory Services
The survey will provide the profession with hard data to help understand successful approaches, and set appropriate pricing strategies based on the value of advisory services.
Advisory November 13, 2023
Corporate Boards Grow in Diversity
The report addresses the current state of diversity in boardrooms and provides insights on how to maximize the benefits of a diverse board.
Small Business November 6, 2023
Implementing AI at Scale: A Guide for Small Business Leaders
With an increasing number of AI-powered tools available, opportunities abound for implementing AI both at home and within the workplace.
Accounting October 30, 2023
Smarter Finance – 5 Practical Uses for Intuitive AI in Accounting
Intuitive AI technology can slot into almost any business area, but many of its most powerful use cases fall squarely under the domain of the accounting team or firm.
Financial Planning October 25, 2023
New Employer Rules for 401(k) Catch-Up Contributions
The new SECURE 2.0 law adds another layer, beginning in 2025, for participants who are age 60 through 63.
Financial Planning October 20, 2023
The Pros and Cons of Annuities: A Guide for Financial Advisors
As financial advisors, you will act as a middle ground between the insurance company and the annuitant to facilitate the contract.
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.