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.
September 5, 2017
Guide to Creating Sustainable Value in Your Practice
“How do I make my practice more profitable?” ~ By Chandra Bhansali, Ph.D., CEO and Co-founder, AccountantsWorld. This is perhaps the most acute strategic challenge facing professional accountants like you. Most firms spend over 80% of staff time on core services like tax, accounting, audit and payroll. These are all either compliance services, or services...…
September 1, 2017
What Road-Tripping Across America to Meet Customers Taught Me About Being a Better Leader
My road trip, which involved visiting 11 cities in 10 states over a two-week period, provided the opportunity to hear firsthand from small-business owners about their goals, values, challenges, and triumphs. It reinforced my commitment to engage with ...
August 31, 2017
IRS Overhauls Website: Introducing IRS.gov 2.0
The new version of the website is more mobile-friendly than its predecessor, Content has been tailored to meet user needs on a smartphone or tablet. The site will also eventually have the metadata structure needed to support smart technology.
August 31, 2017
Multiple Areas of Financial Institutions Now Involved with CECL
During a recent CECL webinar, Sageworks surveyed professionals from banks and credit unions asking which functional area currently owns the allowance for loan and lease losses (ALLL) process for their institution. They were also asked which functional ...
August 31, 2017
Only 14% of Small Biz Owners Disconnect on Vacation
A recent survey of more than 550 small business owners reveals the way they take vacation is evolving, highlighting the impact of mobile technology and the continuing momentum of the gig economy.
August 31, 2017
Summit Brings Together Firm Leaders to Discuss the Future
The TAG Alliances recently held its fourth Managing Partner Summit in Chicago, Illinois. A diverse and talented group of law firm and accounting firm leaders from around the world spent two days sharing their experience and best practices in firm ...
August 31, 2017
66% of Business Execs Optimistic on Economy
Business executives maintained their generally upbeat view of prospects for the U.S. economy, and have upgraded expectations for profit and revenue growth over the next 12 months.
August 31, 2017
HLB International Adds Member Firm in Cayman Islands
HLB International, a global accountancy networks with presence in 140 countries, continues its growth with the recent signing of a new member firm in Grand Cayman - Berman Fisher.
August 31, 2017
New Wealth Management System Helps Plan Across Lifetime
This new, proprietary service includes financial planning over a lifetime, investment management held to the fiduciary standard, management of non-investment finances, and relationship management. Additionally, the firm launched a new corporate ...
August 31, 2017
Hurricane Harvey’s Impact Felt By CPAs Across Texas
By Jason Bramwell Houston accounting firms are now in recovery mode, focusing on the well-being of their employees and doing what they can to help those less fortunate, following the historic flooding in southeast Texas from Hurricane Harvey. The now-tropical depression, which is currently dumping heavy rain on Louisiana and western Kentucky,...…
August 30, 2017
Accountex USA Expo & Conference
Accountex is the leading independent accounting technology conference and expo, and this year will feature more than 50 educational break out sessions. Registered attendees include corporate finance professionals who represent decision makers within ...
August 30, 2017
Accountex Tradeshow Hits Boston Sept. 6-8
CPE-eligible sessions include topics on value pricing, blockchain, artificial intelligence, social media, advisory services, technology gadgets, tricks for QuickBooks and Xero, financial fraud, acquisition strategies, sales tax nexus issues ...