Advisory

Practice management

July 5, 2021 

How to Decide and Pitch Your Firm’s CAS Pricing

Pricing your Client Accounting Services (CAS) offering correctly to ensure reasonable profitability (and to ensure your clients feel value to price balance) is a major decision you will make in your CAS practice.

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July 5, 2021 

3 Tips to Successful Client Advisory Services

Prior to starting or expanding client advisory services, you may want to perform a quick check-up of your existing technology. While automation is always important for CPA firms in general, it becomes a vital component when you begin to offer ...

Mary Girsch-Bock

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July 2, 2021 

BPM Acquires Accounting Firm Gumbiner Savett

BPM LLP, one of the 50 largest public accounting and advisory firms in the country, has acquired Gumbiner Savett Inc., a full-service accounting and consulting firm headquartered in Santa Monica, effective July 1, 2021. Existing Gumbiner Savett clients...

Practice management

June 30, 2021 

Expand Your Practice with Advisory Services

If you’re looking for ways to expand your practice, adding advisory services is a great place to start. When coupled with annual tax planning and preparation services, the addition of advisory services can benefit both your clients and your firm...

Mary Girsch-Bock

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June 30, 2021 

4 Essentials of Process Improvement

Process improvement shouldn’t be something you did; it should be something you’re doing. It demands continuous improvement — always looking at how your processes could be better. Technology, client demands and even the expectations of our internal ...

Arianna Campbell

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June 29, 2021 

Moss Adams Acquires The Cadence Group

Moss Adams, one of the largest accounting, consulting and wealth management firms in the nation, has agreed to acquire The Cadence Group, a risk management and advisory firm. Effective August 1, 2021, 75 professionals from The Cadence Group, including ...

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June 28, 2021 

AI’s Growing Influence Over CPA Services

With change to any industry comes new opportunities and threats. How you and your firm navigate the pros and cons of innovation will ultimately determine your success.

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June 24, 2021 

Do Your Clients Need a Mid-Year Tax Checkup?

CPA tax advisors are in a unique position as financial physicians. Now is an ideal time to be proactive and contact clients who might be in need of a mid-year financial check-up. With potentially significant changes to the tax landscape looming, we ...

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June 24, 2021 

Cannabis Accounting: What Your Clients Need to Know

Because so many new cannabis business owners have lots of questions I've pulled together the common ones I hear so you can help prospective clients understand the ways accounting professionals can support their businesses.