Financial Planning November 6, 2026
94% of Men Feel Pressure to Financially Support Themselves and Their Dependents
Financial responsibility is closely tied to their sense of self, with 78% saying losing their job would feel like a personal failure
Firm Management November 15, 2022
Employees Want More Financial Wellness Benefits at Work, Survey Finds
79% say employers should be more aware of their employees’ financial struggles, according to NAPFA survey.
Accounting December 14, 2022
Ensuring Success 2022 – 2 Days of Free Online CPE – Earn Up to 14 Hours
Earn from 1 to 14 hours of free CPE during this online 2-day event. Pick only the sessions you want to attend, and finish up your CPE requirements before the end of the year.
Accounting November 10, 2022
EY and AuditBoard Partner for Risk Management Services
Alliance to provide businesses with access to exceptional consulting services and a suite of risk technology services.
Advisory November 10, 2022
Allinial and Fieldguide Partner for Risk Advisory Services
Fieldguide is already working with a number of Allinial Global firms, including Holbrook & Manter (H&M). In an environment with increased awareness of cybersecurity threats...
Accounting November 10, 2022
New ESG Fundamentals Certificate Offered by AICPA and CIMA
The AICPA and CIMA are offering a new certificate that provides foundational knowledge on critical topics related to ESG reporting and assurance.
November 8, 2022
Credit Card Interest Rates Soar: Some Over 30% APR
The highest retail credit card APR could run as high as 30.74% on the Speedy Rewards Mastercard, the Kroger Rewards World Elite Mastercard and credit cards offered by nine of Kroger’s affiliated brands (for example, King Soopers and Ralphs).
Advisory November 7, 2022
How I Grew My Firm’s Revenue by 125% by Embracing an Advisory Role
By incorporating proactive, strategic guidance into my own client services, I’ve been able to grow my firm’s total revenue by 125% year-to-date.
November 4, 2022 Sponsored
Intuit Develops Team and Strategy to Take Accountants to the Next Level
Intuit is focusing its efforts to help grow your practice and scale your impact, equipping you with the accountant-specific products, tools, and programs you need to be more efficient ...
November 3, 2022
Study Shows Women Attain Only Three-Fourths of Men’s Wealth by Retirement
The WTW Global Gender Wealth Equity report shows that on average women are expected to reach retirement with just 74% of the wealth accumulated by men.
Firm Management November 2, 2022
Is Podcasting Right for Your Firm?
Have you ever considered the amount of time you’ve spent giving the same advice to people? What if you could capture that in a “bottle” and repurpose it? You can in a podcast.
Advisory November 2, 2022
How to Help Your Clients Prepare Their Business to Sell
With the right plan and strategy, you can help your client prepare their business for a successful sale. Understanding their goals and the current state of the business can...
Accounting November 2, 2022
Intercompany Accounting to Get More Support From Many in Year Ahead
Nearly two-thirds (63.7%) of polled professionals report their organization has an intercompany accounting program to manage transactions that occur within their...