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.
Firm Management December 28, 2022
2023 is the Year for Client Advisory Services
95 percent of accounting firm leaders say their clients want more business advisory services, yet many small and mid-sized firms shy away from adding advisory services.
Firm Management December 20, 2022
3 Communications Opportunities for Accountants in 2023
All indicators suggest the accounting industry is poised for another year of growth. While the economy is uncertain, client needs are expanding, and it’s not time to pump the brakes on investing in your future.
Accounting December 14, 2022
Great SPAC Crash of 2022 Deepens as Investors Cash Out in Droves
Some SPACs face investor meetings that will give clients a chance to exit ahead of a new tax that could hurt their returns.
Accounting December 12, 2022
Ensuring Success is This Week! Free Online CPE Conference Offers 14 Sessions Dec. 14-15, 2022
The conference is totally free for CPAs, tax professionals, and other professionals, and offers 14 sessions, each worth 1 hour of CPE credit. Several sessions also qualify for IRS CE credit.
Accounting December 8, 2022
3,000+ Accounting Pros Attend Live QB Connect Conference in Vegas: Intuit Announces Big New Features
In-person for the first time since 2019, more than 3,000 accountants, bookkeepers, and developers joined the company at sold-out QuickBooks Connect to build relationships, be ...
Taxes December 7, 2022
Making a Big Impact in Short Order with Tax Services
Research from Cerulli Associates found advisor practices that put a premium on creating client-centric experiences have median client sizes that are 93% larger ...
Accounting December 6, 2022
Client Advisory Services (CAS) Practices See 16% Growth
The survey offers numerous insights about the evolution of CAS offerings and opportunities for future growth.
Firm Management November 30, 2022
Creating an Effective Client Intake Process
Despite its importance, few firms put much energy into optimizing their client intake process. They identify their ideal clients, spend time packaging and
November 23, 2022
Helping Special Needs Families Plan Their Financial Futures
Families may have a million questions about their child’s care, education, residence and employment when they reach adulthood.
Digital Currency November 18, 2022
FTX Users Can’t Count on Help From the IRS
When market investors suffer losses, they’re often eligible for a tax write-off to soften the blow. FTX users won’t be so lucky.
Advisory November 18, 2022
How Firms Can Move to, or Optimize, Advisory Services
Advisory services are a more fundamental change to the actual services that a firm provides.
Advisory November 17, 2022
IRS Advisory Council Releases 2022 Annual Report
The report includes recommendations to the IRS on 21 new and continuing issues in tax administration.