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.
August 22, 2017
The New Year’s Resolution
In the weeks before my resolution, I researched everything I could find about this new pricing strategy called Value Pricing. I felt bad about charging catch up clients too much because I figured they would just go elsewhere and I would lose out on ...
August 22, 2017
August 2017 Payroll Channel
FMLA provides up to 12 weeks of leave for family or medical purposes. In specific circumstances, employees can take up to 26 weeks of protected leave. Employees are able to take leave to bond with new children, care for ill family members, or take ...
August 22, 2017
Meredith Root Elmore, CPA, MBA – 2017 40 Under 40 Honoree
Meredith Root Elmore, CPA, MBA Age: 28 Employer: Liscio, Inc. (CXO) & Rootworks (Director of Operations) Title: CXO (Chief Experience Officer) City/State: Bloomington, IN Website: liscio.me Twitter: @MeredithRoot Professional Associations/Memberships (please include any leadership roles): – Intuit’s Account Council – Rootworks, Director of Operations I’ve been a member of Intuit’s Accountant Council for 2...…
August 22, 2017
Steven Bong – 2017 20 Under 40 Honoree
Steven Bong Age: 30 Employer: AuditFile, Inc. Title: CEO City/State: Walnut Creek, CA Website: www.auditfile.com Twitter: @AuditFile_team Steve is a co-founder and head of development for AuditFile, which introduced the profession’s first complete, cloud-based audit automation solution. Prior to starting AuditFile in 2011, Steve used his degree in statistics from UC Berkeley as an analyst in the financial services...…
August 22, 2017
AICPA Supports New Credit Union Audit Report Policy
The American Institute of CPAs supports the National Credit Union Administration’s focus on the overall integrity of audit report submissions, and recently worked with the regulatory body to remove obstacles to the implementation of a new policy designed
August 22, 2017
New Guide Focuses on Revenue Recognition
Thomson Reuters has released PPC’s Guide to Revenue Recognition, providing in-depth and practical guidance for accountants and their clients on the new requirements for how and when revenue is recorded. These changes will impact financial reporting ...
August 22, 2017
DocuWare Conference to be Held May 8-10, 2018
Through interactive workshops, DocuWare experts will showcase the latest in document management technology with a special emphasis on cloud solution benefits. DocuWare experts and Partners will learn from each other through meaningful discussions and ...
August 22, 2017
Sean A. Hanthorn, MBA – 2017 20 Under 40 Honoree
Sean A. Hanthorn Professional Credentials (CPA, EA, MBA, etc if any): MBA Age: 38 Employer: Rootworks LLC / RootAdvisors LLC Title: Director of Education Services – Rootworks LLC / Director of System Strategies – RootAdvisors LLC City/State: Ferndale Michigan Website: Twitter: @SHMSU02 Spent over 8 years consulting, training, supporting, and assisting sales in the accounting software arena...…
August 22, 2017
Ross Riskin, CPA, PFS, CCFC, MST – 2017 40 Under 40 Honoree
Ross A. Riskin Professional Credentials (CPA, EA, MBA, etc if any): CPA/PFS, CCFC, MST Age: 26 Employer: American Institute of Certified College Financial Consultants | Albertus Magnus College | Riskin Advisory, LLC Title: Founder | Assistant Professor of Accounting and Finance | Managing Member City/State: Bethany, Connecticut Website: www.rossriskin.com Twitter: @rossriskin Professional Associations/Memberships: American...…
August 22, 2017
Blake Oliver – 2017 40 Under 40 Honoree
Blake Oliver Age: 34Employer: Armanino LLPTitle: Manager, ConsultingCity/State: Los Angeles, CAWebsite: http://www.blakeoliver.com, http://www.armaninollp.com Listen to this podcast In 2011, I started an online bookkeeping service called Cloudsourced Accounting. My partners and I had the explicit goal of disrupting the business models of traditional CPA firms and freelance bookkeepers. As a completely virtual firm, we...…
August 22, 2017
How to Build a Tax Planning Practice
Two words, consistency and focus. We all talk about providing tax planning services, even our websites talk about tax planning and tax consulting services. The harsh reality is that most CPAs only dream of having the time to do tax planning.
August 21, 2017
How Client Experience Can Make Or Break A Firm
If firms are to maintain consistent, positive contact with clients and build strong relationships over time, they require technology designed to support client experience. Today, firms have the back-office (or “back stage”) work covered when you ...