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 22, 2023
The Cherished Advisor Report
“As a Cherished Advisor, you become a strategic partner that each business appreciates, highly values, and can’t imagine living without. This changes our role with our clients from reactive to proactive.”
Firm Management June 22, 2023
Building Your Internal Advisory Team
Let's explore what it takes to build a successful internal advisory team: from finding your why to identifying the roles ripe for becoming internal advisors.
Accounting June 21, 2023
Woodard Appoints Deborah Defer as Director of CAAS Consulting Services
Defer will lead Woodard’s efforts in providing comprehensive assessments, practice strategy/design, and implementation support to top 200 CPA firms in the United States.
Advisory June 20, 2023
Commercial Insurance Rates Increased by 5.6% in Q1 2023
The aggregate commercial price change reported by carriers was an increase of 5.6%, up from the rate of 4.8% in the previous quarter.
Firm Management June 7, 2023
SD Mayer Adds HR Advisory Firm WOVEN
WOVEN, which will remain an independent entity under the SD Mayer umbrella, provides HR strategy and operations to SMBs.
Advisory June 5, 2023
CPA Firms’ Consulting Arms Get Some Love in New Ranking
The consulting practices at seven of the top accounting firms in the U.S. are among the 50 best in the world, according to The Consulting Report.
Accounting June 2, 2023
Protect Your Clients’ Banking Relationships by Adhering to New Lease Accounting Standards
As the industry drives toward greater compliance, banks will scrutinize agreed-on covenants and reporting requirements.
Advisory May 31, 2023
Unlocking Your CAS Potential: Strategies for Facing Challenges Head-On
As practitioners, we must continuously adapt, evolve, and learn to ensure our practices remain successful and serve our clients effectively.
Accounting May 30, 2023
How to Market Advisory Services in 2023
Promoting advisory services isn’t as complicated as you think. Here’s how to get started.
Firm Management May 26, 2023
Grant Thornton is the Latest Large Firm to Get Rid of Staff
Grant Thornton let 300 employees in its advisory and tax services practices know on Thursday that they were losing their jobs.
Accounting May 19, 2023
Your Firm and Your Tools – Top Technology Initiatives
The accounting profession is undergoing a rapid digital transformation. As a result, embracing innovative technology tools is crucial for public practice accounting firms to stay competitive, streamline operations, and provide exceptional client service.
Accounting May 2, 2023
Real-Time Insights are Key to a Trusted Advisor’s Role
An overwhelming majority of accountants attribute their clients’ business success to real-time financial data.