Advisory

March 2, 2012 

A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.

Taija Sparkman

February 17, 2012 

A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.

Taija Sparkman

February 8, 2012 

Five Reasons Cloud-Based Backup is Better than Local.

Isaac M. O'Bannon

January 26, 2012 

Awards honor advances in technologies that aid tax and accounting professionals.

Isaac M. O'Bannon

January 13, 2012 

When it comes to protecting your firm and its value, one of the most important, but possibly overlooked, assets is the partner agreement. Its primary purpose is to define the relationship between the firm and each partner, outlining specific guidelines for certain conditions. Unfortunately, partner agreements aren’t something at the forefront of most firms’ practice…

Taija Sparkman

January 7, 2012 

Combined, the firms will rank in top 15 firms in U.S with more than 41 offices, 2,300 staff, 70,000 clients and annual revenues over $314 million.

Isaac M. O'Bannon

January 3, 2012 

As a tax and accounting professional, your clients already trust you to provide professional tax advice that is in their best interest, so why do you keep referring your clients to another financial professional for investment services?

Roger Ochs

November 29, 2011 

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October 6, 2011 

Now that extensions are behind us, and we are helping clients with tax planning, some of you are beginning to look ahead to the coming year and your own personal and business plans. Although a single article won’t necessarily help you build an entire business plan, a few ideas that are incorporated and well executed…

Randy Johnston

October 5, 2011 

There is a tradition in Dallas that goes back 125 years … the GREAT State Fair of Texas. Yes, it’s larger than any other state fair in the country - and I’ve been going every year since I was very young.

Scott Cytron

August 2, 2011 

A standard consulting practice rule is that switching software is expensive. Disruptions to procedures occur, retraining is required, and without careful analysis you may force your organization into a product that has less capability or is more difficult to use. We expect clients to switch software as frequently as they switch physicians or religions. The...…

Randy Johnston

June 24, 2011 

From Finding Their Legs to Finding a Distinct Niche Jennifer Katrulya, CPA, and owner of BMRG admits that there was a harsh learning curve to get her firm where it is today. And where is that exactly? The bright lights of Supa-Successville! Katrulya, like many firm owners, did her time in the world of public…

Kristy Short, Ed.D.