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.
March 31, 2018
Bob Dohrer Appointed Chief Auditor of AICPA
Robert “Bob” Dohrer, CPA, will join the American Institute of CPAs (AICPA) as chief auditor. Dohrer’s current role at RSM International, a global network of audit, tax and consulting firms, is global leader, quality and risk. He will succeed Charles ...
March 31, 2018
IRS Collected $3.4 Trillion in 2017, Gave Out $437 Billion in Refunds
The 2017 IRS Data Book describes activities conducted by the IRS from Oct. 1, 2016, to Sept. 30, 2017, and includes information about tax returns, refunds, examinations and appeals, illustrated with charts showing changes in IRS enforcement activities...
March 31, 2018
5 Ways CFOs Benefit from Social Media
How active are financial executives on social media? A Robert Half Management Resources survey found most CFOs are engaged, though a sizeable group remains detached. Among those who are on social media, which networks are most popular, and what ...
March 31, 2018
Everything You Know About Electronic Payments is Wrong
Between 2010 and 2013, the Association for Financial Professionals (AFP) reported a 17% percent drop in organizations use of checks to make B2B payments. That’s 17% of businesses using fewer checks and making more invoice payments through alternative ...
March 31, 2018
Why are Barbers Regulated, But Tax Preparers Aren’t?
In the State of Florida, the Department of Business and Professional Responsibility (DBPR), licenses barbers, beauticians, and other professions. The fact of the matter, is that someone that handles sensitive information, like Social Security Numbers ...
March 31, 2018
New Law Carves Out Tax Credit for Family Leave Wages
A little-noticed provision in the new tax law may provide a big tax benefit to qualified businesses. Specifically, the Tax Cuts and Jobs Act (TCJA) creates a brand-new tax credit of up to 25% of family and medical leave wages, beginning in 2018. But there
March 29, 2018
The Care and Feeding of Employees – 2018
So how does a small business owner, plant or department manager, or even a supervisor create that employee goodwill and a caring workplace culture? Trite as it may seem, an occasional “Good morning,” or “Thank you for staying late yesterday” or ...
March 29, 2018
BQE Core Business Management Platform Adds Gantt Charts to Simplify Project Management
Gantt charts will help professionals and their clients achieve greater efficiency and more profitable projects by better organizing and managing activities and resources along timelines.
March 28, 2018
Audit Independence and Consulting: Where is the Line?
For public accounting firms, there is a clear independence line between auditing the financial statements of a business and also handling the accounting. However, as the variety of consulting services offered by CPA firms and the associated fees grow, ...
March 28, 2018
Canopy Receives $30 Million in New Funding for Cloud Tax Services
Led by New Enterprise Associates (NEA), with participation from Wells Fargo Strategic Capital, Pelion Ventures, University Growth Fund, and EPIC Ventures, the additional funding will support Canopy’s momentum in disrupting the $100B+ tax software and ...
March 28, 2018
Moss Adams Acquires Transaction Partners
Moss Adams LLP, a national accounting, consulting and wealth management firm, has acquired Transacction Partners, a virtual outsourced finance and accounting firm. Effective April 1, 2018, the acquisition expands existing Moss Adams capabilities in ...
March 27, 2018
5 Reasons Your Firm Might Be Giving Business to Your Competition
I've helped several accounting firms break the $1M revenue barrier. I'd like to share with you the 5 major reasons businesses choose to work with my clients, as well as some reasons they are able to retain clients.