Advisory
Latest News
3 Reasons to Involve Your Children in Small Business Saturday
Review of Blue J – The Accounting Technology Lab Podcast – Nov. 2024
State Societies in Action: Wisconsin Institute of CPAs
LinkedIn + AI = A Recipe for Prospecting Success for Accounting Firms
First Look at CES 2024: Real AI or Fake AI?
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.
The Accounting Technology Lab Podcast – Tech Predictions for 2024
Randy Johnston and Brian Tankersley, CPA, talk about the technology changes and new products they expect to see in the coming year.
Personal Finance: Pay Off Mortgage First, or Invest?
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.
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.
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.
The Benefits of Delayed Business Filings
In the complex world of small business finance and accounting, the strategic timing of business filings can be a game-changer.
5 Reasons Offering Advisory Services Will Help You Escape the Accountant’s Trap
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?
How Reconciled Grew Advisory Business by 25%
Discover how Clockwork helped Reconciled, a full-service virtual bookkeeping firm, expand its advisory services and boost efficiency without hiring more staff.