Technology June 9, 2026
TaxDome Launches Kiosk: The In-Person Client Experience, Now Digitally Integrated
TaxDome has announced the launch of TaxDome Kiosk, a modern practice management platform.
July 10, 2020
Do You Have a Clear CAAS Vision?
CAAS stands for Client Accounting and Advisory Services. It may be too late for the profession to choose to use this far better name. One of the regrets that I have from the last 35+ years of trying to help CPA firms ...
July 9, 2020
Long Days and Fireflies and How to Help Our Clients
July has always been my favorite month. When July begins, there’s still an endless sea of summer ahead, the days are long, the fireflies twinkle in the evening, and the air is warm.
July 7, 2020
Conducting a Business Insight Review
When businesses are connected to a tax and accounting professional, they are more financially stable, more creditworthy, and twice as likely to succeed than businesses that attempt to navigate the waters on their own.
July 7, 2020
Armanino Teams with Tugboat Logic for Automated SOC 2 Audits
This new integration helps organizations, which must gather evidence independently of their auditor, automate the process, monitor controls in real-time and provide automated policy & procedures generation that save time and reduce human errors. Armanino
July 6, 2020
Next 4 Months Will Define the State of the Airline Industry
Now nearly four months into COVID-19, it’s becoming clear how big a hole the pandemic created in the airline experience. And the next three to four months could be just as telling as the last.
July 6, 2020
Today’s Top Business Risks and Steps to Mitigate Them
As organizations begin to re-evaluate risks in the context of the “new normal,” businesses will need to take steps to identify and minimize risks that may once have been controlled in at least three key areas.
July 1, 2020
Accounting Firm Offers Small Business Workplace Re-Entry Readiness Framework For COVID-19 and Beyond
The Re-Entry Readiness Framework consists of a comprehensive workplace re-entry strategy coupled with a customizable risk analytics tool, which can be tailored by the business for varying risk profiles and tolerances to help guide decisions regarding ...
June 30, 2020
Electronic Tax Administration Advisory Committee Releases Annual Report to Congress
The ETAAC is a public forum whose members work closely with the Security Summit, a joint effort of the IRS, state tax administrators and the nation’s tax industry that was established in 2015 to fight identity theft-reflated refund fraud and cybercrime.
June 30, 2020
Bill.com and CPA.com Report Shows Trends for Accounting Advisory Services
The report is based on the responses of more than 650 accountants and business professionals across the nation and offers valuable pricing benchmarks and emerging trends for firms of all sizes while showcasing the shifting expectations on what ...
June 30, 2020
BDO Acquires CFO Advisors, LLC and MorganFranklin Consulting’s Public Sector Practice
The six partners and professional staff from CFO Advisors, LLC, will join BDO July 15. BDO has also acquired MorganFranklin Consulting’s public sector practice effective July 16.
June 25, 2020
Accounting Firm RubinBrown Acquires K.C.-Based Wealth Management Advisors
Wealth Management Advisors has been serving clients as a registered investment advisory firm since 1993. Wealth Management Advisors currently serves over 300 clients and supervises approximately $470 million of assets under management.
June 23, 2020
Professionals on the Move
Professionals on the Move is a roundup of recent promotions and hires in the profession.