Advisory

June 9, 2016 

Global growth expert Radius has acquired San Francisco-based Montage Services, a rapidly growing tax and compliance advisory firm. Montage, whose clients include the London Stock Exchange, UniCredit, and Biz Apps, will immediately bolster Radius’ ...

June 9, 2016 

Bookkeepers anticipate growth in the next one to two years and are turning to the cloud in droves, according to the State of Bookkeeping Practices 2016 Survey, sponsored by Bill.com and released today. The survey also reveals that despite offering a ...

June 8, 2016 

The research also found employment-related costs spiked sharply for the largest companies ($5 billion or more in revenue) to 5 percent of revenue, compared to 1.1 percent in 2015. According to the study, this may be a reflection of the tight market ...

June 1, 2016 

Shortly after Whitman assumes the CEO role, Baker Tilly will hold a firmwide Stewardship Day on July 14, 2016 to acknowledge Whitman’s election and to celebrate its people. Employees will dedicate the entire workday to community service, giving and ...

May 30, 2016 

Back to the Future – Looking Back over Three Decades Recently my clients, Tony Frabotta and Rick David of UHY Advisors, forwarded to me the Summer 1988 issue of The PDI Report. Tongue in cheek, they said to me they were surprised to see that there was another Allan Koltin who also did consulting to...…

May 28, 2016 

Offering the most up-to-date EMV security technology, the FreshBooks Card Reader provides dual chip-and-swipe capability to protected small business owners from fraudulent transactions. Credit card information is not stored on the device and is ...

May 24, 2016 

Wealthsimple, Canada's leading online investment service, announced they have launched an automated platform for financial advisors to manage their clients' investment portfolios.

May 20, 2016 

A crisis is a litmus test for effectiveness of a company's reputation. And the skills, commitment and judgement of management and the board of directors will determine how well the enterprise weathers the storm.

May 19, 2016 

With more accounting firms consolidating, the management of multiple offices is becoming a continual challenge for firm leadership.

May 19, 2016 

Millennials are now the largest generation of working-age adults in the country, even though their Boomer and X counterparts still take an occasional jab at how the "internet generation" has always had it so easy or is, perhaps, a little out of touch ...

May 17, 2016 

SIFMA recently hosted a roundtable on green financing with leading financial services participants and members of Congress to drive a discussion between industry and lawmakers on the role of the capital markets in funding green ...

May 11, 2016 

Some 73 percent of controllers say that a technology-driven financial reporting audit helps them assess comparative company performance in their industry. Additionally, more than one-third of respondents say a technology-driven audit improves speed ...