Advisory
Latest...
2023 Has Been a Banner Year for PCAOB Enforcement
U.S. Supreme Court Casts Doubt on SEC Enforcement Actions Without Juries
The Technology Lab Podcast – Review of TeamMate Document Linker – Dec. 2023
Professional Services Firms Just Can’t Stop Talking About AI
Managing Personal Finances for Adult Children with Disabilities
It’s not unusual for people with Down syndrome to live into their 60s and those with cerebral palsy to reach 50 years in age.
Estate Planning: A Guide for Accountants
Early estate planning strategies are critical to your clients, and accountants and tax professionals can offer significant and valuable assistance in the process.
The Technology Lab Podcast – Review of Clockwork – Nov. 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss Clockwork, an AI-powered intelligent financial advisory tool.
Elevating Your Accounting Practice: The Critical Role of a Value Committee
Ensuring your firm delivers exceptional value and effectively captures that value through appropriate pricing is crucial.
Rightworks Acquires Tech 4 Accountants, Showcases OneSpace
The acquisition adds WISP consulting and supplementary managed security services to Rightworks' offerings.
Survey to Measure Impact of Advisory Services
The survey will provide the profession with hard data to help understand successful approaches, and set appropriate pricing strategies based on the value of advisory services.
Corporate Boards Grow in Diversity
The report addresses the current state of diversity in boardrooms and provides insights on how to maximize the benefits of a diverse board.
Implementing AI at Scale: A Guide for Small Business Leaders
With an increasing number of AI-powered tools available, opportunities abound for implementing AI both at home and within the workplace.