Advisory

September 7, 2021 

If you don’t know history, you're condemned to repeat it. On the other hand, if you take historical lessons to heart, you can ensure you use them to your advantage. As your firm expands services and works through growing pains, take these bits of ...

September 6, 2021 

It is nice to see the last few stressful years fade in the rearview mirror. With the Tax Cuts and Jobs Act (TCJA), handling the pandemic, PPP, PPP2, and the changes in tax deadlines, most practitioners report that these years have been among the ...

Randy Johnston

September 3, 2021 

CBIZ Accounting, Tax & Advisory Services, a subsidiary of CBIZ, has acquired the non-attest assets of Shea Labagh Dobberstein (“SLD”) of San Francisco, CA, effective September 1, 2021. Concurrent w

September 3, 2021 

As tax and accounting practitioners start or grow their practices, many create a one-size-fits-all service model. “Any client is the right client,” but this approach soon becomes problematic when they realize they are a jack of all trades without a ...

September 3, 2021 

CBIZ Accounting, Tax & Advisory Services, a subsidiary of CBIZ, has acquired the non-attest assets of Shea Labagh Dobberstein (“SLD”) of San Francisco, CA, effective September 1, 2021.

September 1, 2021 

Miller rejoins Grant Thornton after serving for more than a year as the deputy executive director for the federal government’s Pandemic Response Accountability Committee (PRAC), where she oversaw $5 trillion in federal appropriations aimed at ...

September 1, 2021 

Professionals on the move is a round-up of recent promotions in the accounting and tax space.

September 1, 2021 

AcctTwo is a seven-time Partner of the Year of Sage Intacct, the first-and-only preferred financial-management system of the AICPA. AcctTwo is both a Value-Added Reseller (VAR) of Sage Intacct and a managed services provider with proprietary solutions ...

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.