Advisory

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 ...

August 4, 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.

August 4, 2021 

Charles Kowal, CPA (retired) has received the AICPA’s 2021 Personal Financial Planning (PFP) Distinguished Service Award, Martin ‘Marty’ Finn, CPA/PFS was presented the Sidney Kess Award for Excellence in Continuing Education, and David Greene, CPA was ..

August 3, 2021 

Amy Vetter, CPA.CITP, CGMA 2020-2021 Most Powerful Women in AccountingCEO, The B3 Institute What advice would you give others following in your similar path about the opportunities for women in the accounting profession? Say YES! When you don’t feel ready for an opportunity that is presented to you – Say YES! When you think you...…

August 2, 2021 

Avantax, a developer of tax-focused financial planning solutions, has agreed to acquire New Jersey-based Headquarters Advisory Group, LLC, with approximately $1.1 billion in total client assets as of June 30, 2021.