Advisory

July 1, 2019 

One of Massachusetts’ top CPA and business advisory firms, Rodman has about 40 employees. Combining Rodman with BerryDunn’s 400+ employees comprises one of the largest such firms headquartered in New England.

July 1, 2019 

The Iowa accounting and business services firm TDT CPAs and Advisors P.C. was recently recognized as a Top Wealth Advisory Firm by HK Financial Services for displaying a positive impact to businesses and families across the country.

June 26, 2019 

Among companies that reported an increase in their SOX compliance hours, 59 percent reported the number of hours went up by more than 10 percent over the prior year.

June 24, 2019 

In order to do just that, you need to put yourself in a position to build on your existing client relationships — not tear them down. Use these three steps to plant the seeds of good rapport this summer — and watch as your client relationships blossom into flourishing partnerships during the second half of...…

Jodi Chavez

June 18, 2019 

One issue that is becoming more pressing for firms is keeping pace with tax law changes and complexity, partly a reflection of the recent impact of the federal Tax Cuts and Jobs Act of 2017. And concern over cybersecurity and data breaches for both ...

June 18, 2019 

A roundup of accounting firm staffing news.

June 17, 2019 

Aprio Cloud reimagined the CPA and business advisory experience by bringing tech-forward, personalized accounting services to the cloud at an affordable fixed fee. The organization’s team of accountants and advisors serve hundreds of entrepreneurs and ...

June 12, 2019 

Accounting firms today have unprecedented levels of opportunities. Tax reform is driving demand for tax planning services, and advisory fees are outpacing traditional compliance work in larger firms. Many firms recognize that implementing the latest ...

Arianna Campbell

June 12, 2019 

Tracey Golden, CPA, CGMA 2019 Most Powerful Women in AccountingPartner, Americas Risk Leader – Deloittewww.Deloitte.comVice Chair – AICPAB.S./B.A. Georgetown University ========= What advice would you give to female college students about the opportunities for women in the accounting profession?   Speaking from my experience, the opportunities have been beyond my expectations when I first decided...…

June 12, 2019 

Elizabeth Pittelkow Kittner, CPA.CITP, CGMA, DTM 2019 Most Powerful Women in AccountingHead of FinanceInternational Legal Technology AssociationB.S. Accountants, B.S. Finance, University of Illinois ========== What advice would you give to female college students about the opportunities for women in the accounting profession? Accounting is a wonderful profession with so many opportunities to help others while...…

June 12, 2019 

Amy Vetter, CPA.CITP, CGMA 2019 Most Powerful Women in AccountingCEO – The B3 Method Institutewww.amyvetter.com BBA Accounting, University of CincinnatiMBA, Nova Southeastern University ========== What advice would you give to female college students about the opportunities for women in the accounting profession There has never been a better time to be a woman in the...…

June 11, 2019 

The Standing Ovation program, launched in 2015, recognizes young CPAs who exhibit outstanding professional achievement in specialization areas. Nomination requirements for the Standing Ovation program in Information Management and Technology Assurance ...