CAS April 6, 2026
Whether PE-Backed or Not, Building Client Relationships Must Remain a Priority
More than half of the largest 30 U.S. accounting firms have either sold an ownership stake or part of their business to private equity investors.
Accounting July 13, 2022
Report Shows Risk Management Processes Not Keeping Pace with Growing Risks
The report found indication that adoption of ERM processes in the U.S. is on the rise. Over the last 13 years, the percentage of ...
Small Business July 13, 2022
Changing Legal Structures: LLCs and C Corps
Business change is constant, so it wouldn’t be surprising if, at some point, your clients considered changing their legal structures.
July 12, 2022 Sponsored
5 Can’t-Miss Reasons to Attend QuickBooks Connect 2022
The three-day QuickBooks Connect journey features many exciting and entertaining events that not only transcend your ...
Accounting July 11, 2022
5-Step Guide: How to Offer Advisory Services to Your Clients
Accounting firm owners know how important it is to maintain cash flow and overcome slow periods in business.
Taxes July 11, 2022
Remote Workers Can Create Multiple Taxation Issues for Businesses
A growing number of companies, including Airbnb, have told employees they can “live and work anywhere.” This can pose a world of new tax obligations.
Accounting Technology Lab Podcast July 8, 2022
The Technology Lab Podcast – Review of Uncat – July 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Uncat, a tool that helps accounting pros fix uncategorized expenses, income and assets in QuickBooks.
Small Business June 30, 2022
Tips to Help Your Small Business Clients Thrive During High Inflation
Recently announced findings from a survey of 1,200 small business owners conducted by Wave revealed some troubling signs for small business owners.
Firm Management June 30, 2022
BPM Expands Into Sacramento Through Upcoming Combination With Avaunt Ltd.
Founded by Perry Ghilarducci in 1985, Avaunt Ltd. focuses on serving businesses in the restaurant and hospitality space, as well as medical industry practices and professionals.
Firm Management June 29, 2022
Professionals on the Move – June 2022
Professionals on the Move is a round-up of recent new hire and staffing announcements in and around the accounting space.
June 27, 2022
NABA Announces $1M CLA Foundation Grant to Grow Black Talent in Accounting
NABA’s Pathway to College program is designed to support Black high school, community college, and Historically Black Colleges and Universities students’ pathway into the public accounting and advisory profession, offering work experience along the ...
June 25, 2022
Teamwork Makes the CAAS Dream Work
A strong CAAS practice includes three elements: people, processes, and technology. Hopefully, you’ve established a strong internal team with efficient training and processes already. The third and equally critical element to the success of a thriving ...
June 22, 2022
Creating Your Path to Advisory Services
The path to advisory services is a journey that is likely a multi-year adventure for firms to test out the process with their clients and continue building and scaling year-over-year. A lot of firms already offer one-off planning advice to clients ...