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.
Accounting June 24, 2024
The Hidden Costs of Late Invoice Payments
It has never been more critical for business consultants to work closely with clients to mitigate the prevalence of late invoice payments.
Advisory June 7, 2024
Building a Scalable Accounting Firm: A Q&A on Growth Strategies for Accountants
Strategic business planning is a difficult skill to master for any entrepreneur, and this is something many of my firm’s clients and accounting firm entrepreneurs are actively working on.
Accounting May 23, 2024
PCPS Survey on Client Accounting Services (CAS) is Open to Professionals
The survey is open to practitioners and firm leaders offering transactional accounting and bookkeeping through advisory services in the U.S., regardless of firm size.
Advisory April 22, 2024
Summer Marketing Initiatives for Small to Mid-Sized Accounting Firms
The slower pace of summer offers a prime opportunity to engage with current clients in more relaxed settings and attract new clients who are preparing for the end-of-year financial rush.
CAS April 17, 2024
Attracting and Retaining Clients Starts with Tech Expertise
SMBs rely on their accounting firms for a variety of needs, but one particular area they feel strongly about is having an understanding of the technology they use.
March 27, 2024
The Accounting Technology Lab Podcast – Review of SOBI Analytics – Mar. 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
5 Ways Firms Can Support Entrepreneurs in 2024
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
The Present & Future of CAS for Accounting Firms
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
Five Ways Offering Advisory Services Can Help You Escape the Accountant’s Trap
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.
December 20, 2023
The Accounting Technology Lab Podcast – Intuit QuickBooks Connect Conference Recap – Dec. 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss technologies presented at the Intuit QuickBooks Connect user conference.
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.
Firm Management October 11, 2023
How to Harness Case Studies in Your Marketing Efforts
Studies highlighting triumphs are a best-practice marketing method to capture the attention of prospective clients and nurture their conversion to loyal clients.