Advisory

June 21, 2021 

The nature of accounting professionals’ services is constantly changing in today’s world. This creates a need for trust, relationships, and professional ethics that have never been greater.

June 21, 2021 

Clients want a better billing experience. With AI-powered billing, you have the ability to make that billing experience delightful rather than dreadful – yes, delightful. In the process, you’ll measurably improve your firm’s financial health.

June 18, 2021 

While most organizations continue to spend more hours on their SOX compliance activities year-over-year, “digital leaders,” – those organizations that have higher levels of maturity in the use of technology and innovative practices – have reported ...

June 16, 2021 

REDW Wealth LLC, an SEC-registered investment advisory firm subsidiary of REDW LLC, one of the Southwest’s 10 largest certified public accounting and consulting firms, is pleased to announce that Reese Hinton and Robert Papelian, formerly co-owners of Phoenix-based Phoenician Wealth Management, LLC (PWM), have joined REDW Wealth effective May 24th, 2021. While PWM has ceased...…

June 15, 2021  Sponsored

While you’ve been busy taking care of your clients and possibly getting ready to return to your office, Intuit has been hard at work developing new product features to help make your life and your clients’ lives easier. Here, we’ve included highlights...

June 14, 2021 

Now is the perfect time to make those business transitions you’ve been putting off. Like your spring cleaning, it can feel like a daunting task to make significant changes to your business model. You could say “my clients wouldn’t like a transition” or...

Jim Buffington

June 14, 2021 

The biggest stereotype about accountants is that we’re dry, boring numbers people. If you buy into the popular image, the perfect accountant would be an emotionless number cruncher, scarcely different from a high-powered computer. But nothing could be ...

Amy Vetter

June 13, 2021 

Top-100 accounting and advisory firm Brown Smith Wallace is joining forces with Armanino LLP, effective August 1, 2021, officials from both firms have announced. The firm will carry the Armanino LLP name and maintain its current St. Louis operations.

June 11, 2021 

Do you see the increasing use of automation, artificial intelligence, and other new technology and wonder what it might mean for your business? The fear of technology is a tale as old as time. Early technophobes thought the printing press would never ...

June 10, 2021 

The Tax & Accounting Technology Innovation Awards honor new technologies that help accounting firms and their small business clients operate more efficiently and profitably through improved workflow, increased accessibility, or enhanced collaboration.

June 9, 2021 

The KPMG Capability Center will initially offer controls testing and documentation and managed services for Advisory, tax compliance processes that support its Business Tax service offering, as well as sales activities.

June 9, 2021 

The technology tools available to assist in this area led me to prepare my first estate plan. When I ran my first personal financial planning models and estate plans in the Kettley Publishing and Back Room Technician, now Advisys solutions with over ...

Randy Johnston