Advisory

August 31, 2021 

Olsen Thielen CPAs and advisors provide a full menu of traditional and nontraditional accounting and consulting services that have earned rankings as one of the top 25 CPA firms in the Minneapolis/St. Paul area by Minneapolis-St. Paul Business Journal.

August 27, 2021 

Accounting firms across the country are regularly evaluating new opportunities to launch additional services in their practice. Whether it is launching a traditional service like tax, audit or accounting services, or launching complementary services ...

August 26, 2021 

Avantax, a provider of tax-focused financial planning, has closed its acquisition of New Jersey-based Headquarters Advisory Group, LLC, with approximately $1.1 billion in total client assets as of June 30, 2021.

August 23, 2021 

“What is most important to you today?” By asking your clients what’s on their minds today, you can tackle head on their most pressing problems first.

August 22, 2021 

Finding the perfect client is impossible, because the perfect client does not exist. Having been in the accounting field and tax profession for 30+ years, I’ve learned to end my pursuit of chasing clients who deliver their tax documents ahead of time...

August 13, 2021 

Liberty Technology Advisors has been serving clients in the technology and software consulting industry for over 25 years. The company focuses on working with clients to assess and select ERP and enterprise business software, as well as improve and ...

August 13, 2021 

AICPA News is a round-up of recent announcements from the association.

Mary Girsch-Bock

August 13, 2021 

In an accounting world obsessed with advisory services, it’s strange that we tend to overlook the foundational aspect of relationships: communication.

Amy Vetter

August 12, 2021 

The regional accounting firm of Nathan Wechsler & Company, PA has announced the promotions of Marissa St. Onge, Callie Chase, and Brady Wentworth. Previously a senior, St. Onge steps into the role of supervising senior. Chase and Wentworth both move ...

August 12, 2021 

Baker Newman Noyes (BNN), a nationally recognized top 100 accounting and advisory firm, is excited to announce 18 senior-level promotions in its Manchester, NH, Portsmouth, NH, Woburn, MA, Boston, MA, and Portland, ME, offices.

August 10, 2021 

Margolin, Winer & Evens has been serving New York clients and the greater metro area for 75 years. Their industry expertise in real estate and manufacturing is a great match with Baker Tilly’s national practices and local teams.

August 5, 2021 

Each year, these awards—which are named in honor of McKeever, the 61st Black CPA to be licensed in the United States and a passionate civic leader, advocate for greater diversity in the accounting profession, and a founding member of the CPA Endowment ...