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.
December 17, 2018
blumshapiro Elects Brooke Simpson as Partner
With over 15 years of tax planning experience, Simpson has provided sound strategic planning for both U.S. and multi-national corporations. She has worked as an International Tax Director at PricewaterhouseCoopers LLP in Boston since 2004, and since ...
December 17, 2018
What Small Businesses Want From Accountants and Advisors
Small businesses want help from accountants on strategic planning and financial forecasting. This word cloud represents a summary of popular responses from small businesses when we asked them this question:
December 17, 2018
December 2018 Firm Management Channel
Why Most Firms Don’t Make It to the Second Generation By Marc Rosenberg, CPA The short answer is that CPA firms stink at succession planning. Firms’ entire operations are geared to maximizing short-term profits, focusing on today at the expense of tomorrow. Evidence of this is the following: A 60 year-old sole practitioner wants to...…
December 11, 2018
Accounting Firm Sikich Acquires Knutte & Associates
The accounting and professional services firm Sikich has acquired the practice of Knutte & Associates, a Darien, Illinois-based audit, accounting and tax firm.
December 10, 2018
Why and How: Emerging Technology Strategies
We’ve been through a year together learning about Emerging Technologies. While there will always be new technology, we are not likely to go through a period of time again anytime soon where the algorithms are changing so rapidly and the new ...
December 7, 2018
Trust and Business Insight are More Critical than Ever in the Digital Age, CPA.com CEO Says
Technology is transforming all major practice areas within the accounting profession, and CPAs will increasingly adopt a more strategic role in delivering trusted information and insights, the chief executive of CPA.com said.
December 5, 2018
RIVIO Builds New Opportunities Beyond Private Company Financial Statements
With the number of public companies declining sharply since the 1990s and more than $1.8 trillion in private capital raised in 2017, the marketplace is embracing RIVIO as a means to create transparency and trust in key financial data.
November 28, 2018
Paychex to Acquire PEO Firm Oasis
The acquisition will significantly advance Paychex's leadership position in HR outsourcing, leveraging the scope of the company's technology platform and providing new clients access to Paychex's innovative products and technology-enabled services.
November 27, 2018
CAQ Issues Request for Auditing-Related Academic Research Proposals
The Center for Audit Quality (CAQ) has issued its 11th annual request for proposals to fund independent academic research on projects of interest to the auditing profession. To date, the CAQ has funded 39 academic research projects under the ...
November 27, 2018
Rootworks Helps CPA Firms Offer Business Advisor Services to Clients
Business Foundation Services represent an advisory engagement that provides a firm’s clients with the basics of a new business launch—from entity type and retirement plan selection to accounting software setup and training.
November 21, 2018
Year-End Services to Offer Your Business Clients
This is the time of year that lists are made (and checked twice). It’s also a great time for CPAs to consult with clients and offer much-needed year-end advice. Here’s a year-end checklist for critical end-of-year tasks to get your clients in top shape...
November 19, 2018
5 Keys to Success in Value Pricing
Value pricing is a way of billing a client for services provided based on the value of the service (or advice) instead of the number of hours spent. Consider one of your clients calls for tax advice on how to structure a real estate transaction.