Advisory

June 25, 2018 

This year's study uncovered dramatic gaps between a company's confidence that they can respond to crises and its level of preparedness. The gap becomes even more evident when evaluating whether organizations have conducted ...

June 25, 2018 

To lay the foundation for its growth plan, WBWS has hired professionals across multiple disciplines in recent months, such as law, tax, accounting and marketing, to increase its expertise and capacity to provide holistic wealth management services, as ...

June 25, 2018 

As accounting firms look to grow their firms and expand their client accounting services (CAS) practices, they are finding automated payment solutions like Bill.com an ideal entry point for clients to easily outsource more of their accounting needs.

June 22, 2018 

Thomson Reuters is marking the 250th firm to benefit from Practice Forward, an innovative program that guides firms through a business model transformational roadmap, culminating in a client service approach that is proactive, harnesses the unique ...

June 21, 2018 

Wolters Kluwer has developed a new product called CCH Axcess iQ, described as a Predictive Intelligence tool. “We know about the trends,” said McGinnis. “People are moving from compliance to advisory services, moving up the value chain and creating ...

Gail Perry

June 19, 2018 

CPA firms are also once again changing. For many, the first customer facing technology may have been offering self-service options to extend back office functionality. Electronic invoicing and collections are two early examples that date back to the ...

June 15, 2018 

The annual award, now in its seventh year, recognizes a CPA under age 41 who personifies an unwavering commitment as demonstrated through successful practices, involvement in and contributions for the interest of the accounting profession.

June 15, 2018 

The Center for Audit Quality (CAQ) has announced four grants to fund independent academic research on projects of interest to the auditing profession. Over the past 10 years, the CAQ has provided funding for 39 projects through its Research Advisory ...

June 13, 2018 

This new curriculum offers CPAs an opportunity to expand their knowledge in personal financial planning and a new pathway to the Personal Financial Specialist (PFS) credential.

June 12, 2018 

The scholarship was announced and presented during BKR’s Americas Regional Meeting, held this year in La Romana, Dominican Republic.

June 7, 2018 

As pressure to develop more effective corporate cybersecurity programs continues to mount, 62.7 percent of C-suite and other executives in a recent Deloitte poll expect board of director requests for reporting on cybersecurity program effectiveness to ...

June 7, 2018 

The Accounting and Financial Women’s Alliance has announced the Best CPA Firms for Women list and the Best Firms for Equity Leadership List, based on the 2018 Accounting MOVE Project report.