Advisory

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December 10, 2021 

How to Better Monetize Your Business as a Tax Pro

Oftentimes the offering firms have trouble quantifying the most is advisory services. Tax pros give advice continuously to their clients without charging them, writing it off as a one-off case when more times than not those clients come back time ...

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December 7, 2021 

Gearing Up for Tax Season

According to a survey, finding qualified staff was the top issue for every firm-size segment except sole practitioners, and most expect staffing to continue being a top issue in the next five years.

Mike D'Avolio

Canopy Logo 2020

December 7, 2021 

Canopy Receives $35 Million in Funding

Canopy, a cloud-based practice management platform for accounting professionals, has received $35 million in Series BB funding, led by Ten Coves Capital along with significant investments from current investors NewView Capital, Pelion Partners, Tenaya ...

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December 7, 2021 

Client 2.0 – How to Meet Your Clients’ Next Needs

Your clients that survived the pandemic did so by pivoting, adapting and downright changing in ways they may have never expected. While their core model or values may be the same, there’s something new about them, influenced by their experiences over ...

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December 3, 2021 

BKD CEO Highlights New Initiatives, Growth in Annual Keynote

BKD CPAs & Advisors is poised to further enhance the ways in which it serves its clients across the country in 2022, CEO Tom Watson said in a keynote address to employees at the firm's recent annual Leadership Conference held in St. Louis. Watson, who ...

SurePrep

December 3, 2021 

SurePrep and Thomson Reuters Partner for Streamlined Tax Prep

Thomson Reuters and SurePrep will provide open and royalty-free access to each other’s Application Programming Interfaces (APIs), enabling increased investment in product integration that ultimately benefits firms by streamlining and automating ...

eisner-amper

December 2, 2021 

Florida Firm Caler, Donten & Levine Joins EisnerAmper

Founded in 1987 and based in West Palm Beach, Florida, CDL has 13 partners and a staff of 100 professionals. The firm provides audit, tax and advisory services to growing and mid-sized companies in sectors such as family office, restaurant and ...

Marcum

December 1, 2021 

Marcum Acquires St. Louis Accounting Firm BWTP, P.C.

In addition, BWTP Transition Solutions, LLC, which provides merger and acquisition services to dental practices, will become a new service offering under Marcum’s Transaction Advisory group. In January 2022, Mason Road Wealth Advisors, LLC, an ...

 H&R Block Selects Xero

December 1, 2021 

H&R Block Selects Xero

Xero will be used by H&R Block’s central bookkeeping team and company offices nationwide providing assisted bookkeeping services. Many H&R Block franchisees also use the Xero platform to provide small business clients with access to financial insights ...