Advisory

December 2, 2019 

The addition of Skoda Minotti’s talent, industry expertise, breadth of services, and sophistication in delivery will provide Marcum’s clients additional geographic reach, a wider range of expertise, service offerings, and improved client experience.

November 26, 2019 

As the year winds to a close, tax professionals have the opportunity to look at their clients’ tax situations to identify tax savings or deferral options that may help decrease their tax liability.

Mike D'Avolio

November 22, 2019 

Avii, provider of the Avii Workspace unified SaaS platform for tax, audit, advisory, compliance and management consulting firms, now with the XCM productivity enablement and workflow platform.

November 22, 2019 

Dixon Hughes Goodman LLP (DHG), a U.S. top 20 public accounting and advisory firm, has acquired the accounting firm of RyanSharkey of Vienna, Virginia, effective December 1, 2019. RyanSharkey’s 50-person team adds strength to DHG’s assurance, tax and ...

November 21, 2019 

Javier Goldin, CPA, an early champion of virtual CFO/controller services, has been named the 2019 recipient of CPA.com’s Innovative Practitioner Award, which recognizes innovation in process, services or technology implementation in public accounting.

November 21, 2019 

The IRSAC is a federal advisory committee that provides an organized public forum for discussion of relevant tax administration issues between IRS officials and representatives of the public. IRSAC members offer constructive observations regarding ...

November 21, 2019 

Armanino LLP, one of the 25 largest accounting and business consulting firms in the U.S., has partnered with leading seed-to-sale cannabis management software platform LeafLogix by offering integration packs with leading enterprise resource planning ...

November 19, 2019 

Furever Bookkeeping announcing expansion of their in-house CPA backed, advisory CFO services platform including: expert virtual CFO, outsourced Controller and virtual advisory services for business owners, giving their clients the single most financial...

November 18, 2019 

The CPA profession is undergoing a significant disruption which will change the way partners and staff work and the services firms provide. It’s an exciting time for all of us, yet even as firm leaders want to take the next steps in their firms’ ...

Jim Boomer

November 18, 2019 

Maybe it is time to rethink how we show our value to others by ripping a page from Dell, Southwest, Allstate, Disney, GM, and just about every other major brand. They use the classic “good-better-best”—G-B-B—marketing strategy to change the customer’s ...

Garrett Wagner

November 15, 2019 

Accounting firms are increasingly looking to expand beyond traditional, compliance-focused accounting services to grow their business and boost profitability. By providing client accounting services, firms can not only improve their bottom line, but ...

Vishal Thakkar

November 15, 2019 

Traditional compliance services like taxes and audits have long been the bread and butter of many accounting practices. However, clients are increasingly requesting new services beyond that scope such as bookkeeping, payroll, and advisory-level collaboration. Firms eager to create new revenue streams and stronger ties with clients respond by expanding services and adopting technology that...…

Pete Potsos