Advisory

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.

The Dynamic Duo of Randy Johnston and Brian Tankersley, CPA, attended CES 2024 in Las Vegas, sending back updates on the top new tech of interest to the accounting community.

Randy Johnston and Brian Tankersley, CPA, talk about the technology changes and new products they expect to see in the coming year.

You might be better off putting those payoff funds toward investing, some experts say, while others believe it’s better to unload your debt, then focus on investments.

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.

Technologists Randy Johnston and Brian Tankersley, CPA, discuss technologies presented at the Intuit QuickBooks Connect user conference.

In the complex world of small business finance and accounting, the strategic timing of business filings can be a game-changer.

I’m going to reveal the top five reasons why offering advisory services will help you escape the trap, but first, let’s get on the same page as what, exactly, are advisory services?