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.
Accounting September 8, 2022
EY Leaders Set the Stage for Splitting Audit, Consulting Businesses
Partner votes are expected to begin on a country-by-country basis in late 2022 and conclude in early 2023.
Accounting September 8, 2022
How to Create a Scalable Firm
Scaling should begin with you standardizing your entire workflow and documenting everything.
Advisory September 7, 2022
Intuit and Ignition Launch Tax Planning and Advisory Proposal Templates
The Tax Planning and Advisory Proposal templates which integrate into Intuit ProConnect Group’s latest product, Intuit Tax Advisor.
Advisory September 6, 2022
The Billion Dollar Firm: Marcum and Friedman Complete Merger
Marcum’s U.S. footprint expands to 38 offices in major business centers across the country and a total of 46 offices globally.
Accounting Technology Lab Podcast September 5, 2022
The Technology Lab Podcast – Review of Tallyfor – Sept. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Tallyfor, a tax flow tool for modern CPA firms ...
Firm Management September 1, 2022
Wipfli Financial Advisors Bought by Creative Planning
Wipfli Financial Advisors is the accounting firm’s wealth management and investment advisory services practice.
Accounting August 31, 2022
Business Execs Not Using Tax Data for Policy Changes
The survey indicates that the profession is moving the needle with promising investments in diverse talent, a greater willingness to upskill inhouse employee ...
Accounting August 30, 2022
Closing the Books Faster and Better
With a zero-day close, finance teams don’t simply report numbers. They help leadership understand what the numbers mean.
Small Business August 30, 2022
5 Ways To Help Your Clients Increase And Manage Their Cash Flow
One of the simplest ways to increase cash flow for any business is to adjust product or service pricing. When was the last time your clients raised their prices to account for ...
Advisory August 30, 2022
BPM Earns B Corp Certification
With more than 5,500 B Corps worldwide, BPM is one of only 15 accounting firms in the U.S. to achieve the prestigious B Corp distinction.
Advisory August 30, 2022
New Intuit Tax Advisor System Integrates Tax Prep and Advisory
ITA generates client-friendly reports with recommendations that are personalized for estimated tax savings strategies.
Accounting Technology Lab Podcast August 25, 2022
The Technology Lab Podcast – Review of Nett-Tracker – August 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Nett-Tracker, a tool to automate recurring journal entries and simplify financial reporting.