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.
October 18, 2013
Professionals on the Move – October 18, 2013
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
October 17, 2013
A Growth Opportunity For CPAs: Self-Directed IRA Investors
With demand for alternative assets accelerating, CPAs have an opportunity to engage with a growing number of investors making investments in illiquid – and high potential – alternative assets held in an Individual Retirement Account (IRA).
October 16, 2013
Shutdown Hitting Virginia Hardest, Survey Finds
The federal fiscal uncertainty stands to hit Virginia harder than any other state, a new survey finds.
October 9, 2013
Hey CPAs: Don’t Be Just Your Clients’ “Tax Guy”
Some of these accountants are suited for and satisfied with that role, but there are many others who recognize that the market demands a more proactive, advisory approach with clients.
October 8, 2013
NY-based International Accounting Firm Names 5 New Equity Partners
WeiserMazars LLP, a leading accounting, tax, and advisory firm, has announced the promotion of five new Equity Partners in the firm.
October 1, 2013
PrimeGlobal North America and Avalara Announce Strategic Alliance
Avalara recently announced a new strategic alliance with PrimeGlobal’s North American Region, giving PrimeGlobal member firms access to business-critical sales and use tax and value added tax information.
October 1, 2013
BMRG Advisory Program Adds Palo Alto Software as a Partner
BMRG Advisory Program has announced that Palo Alto Software, Inc. is now a Premier Sponsor. BMRG provides collaborative educational and advisory services for CPA/accounting firms, technology companies and other small and mid-sized businesses. Palo Alto Software provides cloud-based tools that help small businesses plan and track their financial metrics. LivePlan, the company’s flagship product, helps...…
October 1, 2013
How Accountants and Tax Pros Can Manage Business Risk
Summer may seem like a time where accountants can take a breath. They’re just past the April tax rush and still a ways ahead of end-of-year planning. But that timing makes August and September the optimum time to work on managing your practice – an essential part of which is managing business risk.
September 30, 2013
Executive Level Marketing Sessions to be Added to the Winning-is-Everything Conference
The Advisory Board has announced a partnership with the Association for Accounting Marketing to bring Executive Level Marketing content to the Winning-is-Everything Conference in 2014.
September 30, 2013
More Small Business Owners Achieving Work-Life Balance
Small business owners are worried about healthcare, retirement and general finances, but it seems they are achieving an increased work-life balance, according to a recent survey by online marketing company Yodle.
September 23, 2013
WTP Advisors Merges with N.Y. Forensic Accounting Firm BSG
The New York-based forensic accounting and litigation support firm, Boucher Stickley Group (BSG), has merged with WTP Advisors, a global tax and business advisory firm. BSG is known for its pioneering systems used to perform complicated quantitative analysis related to controversy resolution.
September 23, 2013
Gale Crosley Receives 2014 WIE Hall of Fame Award
The Advisory Board has announced Gale Crosley is the recipient of the 2014 Hall of Fame Award, which will be presented at the 2014 Winning-is-Everything conference.