Advisory

July 31, 2019 

Small businesses in the U.S. are largely positive about the prospects for the future of their respective firms with regard to revenues, profitability, and employment. That’s according to the new Insight Summary Report from Mercator Advisory Group. The report, Payment Cards and B2B Payments: Riding a Wave of Positivity, is the first of three from...…

July 30, 2019 

With the addition of LM+Co, BDO expands its suite of event driven business advisory services to support clients throughout their corporate lifecycle. BDO’s corporate and deal advisory services include supporting clients with mergers and acquisition ...

July 29, 2019 

While the AICPA agrees with Treasury on several points in the Notice, our recommendations are offered in an effort to gain additional guidance and clarification of the rules. Included in the comment letter are recommendations on ...

July 24, 2019 

After years of providing their clients with quality, personalized financial guidance, Wm. F. Horne & Company has merged with Top 20 CPA and advisory firm Carr, Riggs & Ingram, LLC (CRI). The Wm. F. Horne & Company team joins more than 1,900 CRI ...

July 24, 2019 

The Tax & Accounting Technology Innovation Awards honor new technologies that help accounting firms and their small business clients operate more efficiently and profitably through improved workflow, increased accessibility, or enhanced collaboration.

Isaac M. O'Bannon

July 24, 2019 

The foundation of the AI-driven chata.ai app is advanced Natural Language Understanding technology that provides financial professionals with the ability to find insights in their clients’ data by performing a simple search, much like typing a query into Google. By employing AI, our system recognizes queries of varying complexity and returns exactly the information a...…

July 24, 2019 

BQE Core Intelligence AI centralizes and streamlines the way organizations enter and use information for business intelligence, time and expenses, billing, project management, and accounting. Designed for accounting and other professional services firms, it offers the speed and insight to make informed decisions, increase productivity, and grow profits. Core Intelligence will change the way we...…

July 24, 2019 

ADP’s Accountant Connect continues to evolve from input from our advisors, industry leaders and workplace innovations. A free cloud-based, mobile-friendly platform, it connects accountants to their ADP clients’ payroll data, industry-leading practice management tools and tax resources, industry market research reports and more. In the fall of 2018, ADP greatly enhanced Accountant Connect by adding...…

July 24, 2019 

The Tax & Accounting Technology Innovation Awards honor new technologies that help accounting firms and their small business clients operate more efficiently and profitably through improved workflow, increased accessibility, or enhanced collaboration.

Isaac M. O'Bannon

July 24, 2019 

QuickBooks Online Advanced – cloud-based offering for fast-growing businesses and accountants that serve them. QBOAV delivers deeper insights and increases productivity as business grows. By joining AI with an online ecosystem of applications, including enterprise level apps, QBOAV enables business owners and accountants to customize workflows and serves insights for better decision making. QBOAV includes...…

July 24, 2019 

Paychex AccountantHQ is an innovative technology and service offering designed to deliver greater accountant efficiency for payroll and HR management – revolutionizing the way accountants serve their clients and serving as a powerful driver in client advisory services. AccountantHQ provides accountants with unparalleled access to authorized client data, robust reporting capabilities, real-time data integration, key...…

July 22, 2019 

Kenneth Laks of AVZ CPAs Named to Americas Board of BKR International BKR International, a top global accounting association representing more than 160 independent accounting and advisory firms recently announced that Kenneth B. Laks, CPA, MST was appointed to the Americas Board for three two-year terms. Laks is currently a partner at Albrecht, Viggiano, Zureck...…