Financial Planning July 27, 2026
54% of Gen X Say Caregiving Fuels Workplace Burnout
Heavy caregiving demands are quietly fracturing the careers and financial stability of Gen X professionals.
June 1, 2016
Accounting Firm Baker Tilly Gets New CEO
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
Flashback to 1988: Comparing Accounting Firm Standards Then and Now
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
FreshBooks Launches New Android Phone Card Reader
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
Largest Canadian Investment Service Launches Online Platform for Financial Advisors
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
Reputation Building, Crisis Management, and the Role of Boards
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
10 Tips for Managing Accounting Firms with Multiple Offices
With more accounting firms consolidating, the management of multiple offices is becoming a continual challenge for firm leadership.
May 19, 2016
What Millennials Think About Credit Scores and Credit Cards
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
Group Promotes Green Finance Initiatives
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
Finance Execs Favor Technology-Driven Financial Reporting
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 ...
May 11, 2016
Maruca Honored for Distinguished Service in Taxation
Samuel M. Maruca of Covington & Burling LLP has been announced as this year’s recipient of the inaugural recipient of the 2015 Leonard L. Silverstein Award for Distinguished Service in Tax. The award, presented by Bloomberg BNA, recognizes his long ...
May 10, 2016
Intacct Launches Automated System for New Revenue Recognition Guidelines
Intacct Contract and Revenue Management is a new module for Intacct's cloud ERP solution that fully addresses all the upcoming rules for revenue reallocation and expense amortization—using automation, not spreadsheets and a lot of accountants' time.
May 10, 2016
California Accounting Firm Honored for Community Service
Haskell & White, one of Southern California’s largest independently owned accounting, auditing and tax consulting firms, has been recognized by the Association for Corporate Growth (ACG) Orange County for its many years of community service.