Advisory April 24, 2026
5 M&A Signals CPAs Should Be Watching for Their Clients in 2026
The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.
April 10, 2018
Boo! IRS Warns of Ghost Tax Preparers
According to the IRS, a ghost preparer is paid to prepare a tax return, but does not sign it, either electronically or on paper, as the paid preparer. These phantom preparers who won't put their name on the tax return are a warning sign for taxpayers ...
April 10, 2018
4 Red Flags on Choosing New Clients
Hindsight is 20-20. Over the course of my career, I have regretted accepting select engagements. The interesting thing is a voice in my head always told me to “run!” I listen now after much aggravation and loss of time and money. The patterns that thes
April 10, 2018
Tax Departments Play Critical Role in M&A Activity
M&A activity can have a dramatic impact directly on tax departments, with 31 percent of respondents reporting increased staff sizes, and more than half (58 percent) indicating that their roles and responsibilities had changed as a direct result of ...
April 10, 2018
Qualpay Launches New Payments Platform
For B2B and e-Commerce businesses, invoicing has and continues to be the core of tracking cash flow and processing payments. However, in today’s digital world, businesses need to move away from the fragmented layering of antiquated payment ...
April 10, 2018
Tipalti Announces Multi-Entity and PO Matching Integration with NetSuite
The multi-entity integration syncs Tipalti’s multi-entity payables management capability with subsidiary instance ledgers in NetSuite OneWorld. By integrating this Tipalti capability with NetSuite OneWorld at the sub-level, CFOs and controllers ...
April 10, 2018
Chrome River and PwC Partner for Expense Management
Chrome River will leverage PwC’s unrivalled global taxation and regulatory insight to provide international templates for Chrome River customers to use when implementing expense management programs. Thanks to this new alliance, Chrome River’s ...
April 10, 2018
New Invoicing System Modernizes Processes
For B2B and e-Commerce businesses, invoicing has and continues to be the core of tracking cash flow and processing payments. However, in today’s digital world, businesses need to move away from the fragmented layering of antiquated payment technologies...
April 9, 2018
Art and Science of Revenue Automation: Practical Lessons for Automating Revenue under ASC 606 – Part 4
ASC 606 is the new revenue recognition guidance that is scheduled to go into effect at various points depending on the entity. Many companies are focusing significant attention on the adoption process.
April 9, 2018
ACCOUNTability Plus, LLC to Connect New A&A Leadership Leagues Members in Chicago This May
On May 22, ACCOUNT- ability Plus, LLC is connecting new and founding members of Leadership Leagues in Chicago, IL.
April 9, 2018
The Disconnect Between Tax Professionals and Trusts
There is a major disconnect between tax accountants and trusts. Some people think that it is the best taxable situation for a client, and others think that all trusts protect assets, which couldn’t be further from the truth. The information that I am ...
April 9, 2018
MyCPADashboard.com Simplifies Accounting Firm Workflow
Designed to be user friendly, MyCPADashboard.com provides accounting professionals with the ability to connect seamlessly to their clients via a secure user interface. Fully encrypted, both accountants and their clients can be assured that all data ...
April 9, 2018
How to Expand Your Accounting Firm: New Clients, New Services, or Both?
Are you ready to grow your accounting firm? If so, there are a few ways to go about it. You can expand by offering new services or by targeting a new customer demographic. Or you can do both things at once. Here’s how to know if the time is right for ...