Advisory April 24, 2026
5 M&A Signals CPAs Should Be Watching for Their Clients in 2026
The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.
Firm Management October 12, 2022
Citrin Cooperman Adds 26 Partners
CEO Alan Badey said, “The daily dedication they bring to their clients is a testament to their excellence.”
Firm Management October 11, 2022
KPMG Adds 186 New Partners for FY 2023
Eighty-one of the new partners work in advisory, the most of any service line at KPMG US.
Firm Management October 11, 2022
Deloitte Promotes 279 to Partner or Principal for FY 2023
49% of the 107 new partners and 172 new principals work for Deloitte Consulting.
Digital Currency October 11, 2022
Popularity of Cryptocurrency Plummets Among Millennials in 2022
Americans of all ages have seen their comfort level with cryptocurrency sink sharply over the last year.
Auditing October 11, 2022
Grant Thornton Launches Fraudrisk.x to Streamline Fraud Risk Assessments
It allows Grant Thornton’s professionals to amass and analyze a wide-ranging cross section of fraud risks factors for clients ...
October 10, 2022
Five Tax-Wise Ways to Invest in Gold
Generally, shares of gold-based assets like gold mining stocks and mutual funds are taxed at a maximum tax rate of 20% (15% for certain moderate-income investors), just like with most other capital assets.
Firm Management October 10, 2022
BPM Launches Data Analytics Service Aimed at Delivering Clients Actionable Insights
The Data Analytics team provides clients with reliable insights, enabling them to make data-driven decisions to propel growth, manage risks and improve overall business performance.
Accounting October 10, 2022
What’s for Dinner?
Try thinking about what changes you would like to make to your business or your regular routine, and use the concepts presented here to move forward.
Advisory October 10, 2022
Making the Leap from Tax Compliance to Advisory Services
Tax compliance may seem far from advisory services, but it’s an amazing place to start. Your clients know, like, and trust you, and most want more from you. This starts with increasing your capacity so you have time to take on this work.
Advisory October 10, 2022
From Transactional to Transformational: How to Activate Your Advisory Services
For tax professionals, “advisory services” is a term that can be both vague and intimidating. However, it’s highly likely that you’re already providing these services without even realizing it.
Advisory October 6, 2022
From Transactional to Transformational: How to Activate Your Advisory Services
Here are three tips to help you understand, adopt, and grow your advisory services, and change your client relationships from transactional to transformational.
Accounting Technology Lab Podcast October 5, 2022
The Technology Lab Podcast – Review of PlanGuru – Oct. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review PlanGuru, an intelligent financial analytics and forecasting system that helps businesses and nonprofits make better decisions.