Advisory April 24, 2026
5 M&A Signals CPAs Should Be Watching for Their Clients in 2026
The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.
December 11, 2020
Friedman Names Neil Levine and Lee Sheilds as Co-Managing Partners of South Jersey Offices
The incoming co-managing partners reflect the substantive breadth of Friedman’s technical capabilities, as well as the firm’s commitment to collaboration. Working closely with current managing partner Carl Bagell, who will oversee the ...
December 11, 2020
Finding Growth Opportunities in Challenging Times – Increasing Client Interest in New Services
,” which identified the services clients most valued from their accountants. The report was based on survey responses of more than 650 accountants and business professionals across the country. Growing as an accounting firm requires identifying and understanding the services your client base most wants and needs. Among small businesses, the biggest pain points consistently...…
December 11, 2020
Building a Trusted Advisor Toolbox
Technology is commoditizing traditional accounting firm services, decreasing billable hours and motivating firms to build their advisory and consulting service offerings. But making this leap requires a different set of tools than those used for ...
December 11, 2020
Accounting Firm EisnerAmper Opens New Headquarters in NYC
EisnerAmper worked with the award-winning architectural firm, FCA (Francis Cauffman Architects) to design a collaborative workspace featuring flexibility; hospitality; responsible design; leading-edge technology; and plenty of wellness space to enhance...
December 9, 2020
2020 in Review: CPA Firms Redefine Their Role with Small Business and Ramp Up Advisory Offerings
CPA firms reaffirmed their value to small business clients in 2020, even as they reshaped the way they deliver their services, said Erik Asgeirsson, president and CEO of CPA.com.
December 9, 2020
How Can CPAs Adapt to Changing Client Needs?
Accounting firms must embrace new technology to continue to enhance their value for clients. In a recent survey, 66 percent of accountants said their firms needed to utilize technology more to compete. Advances in technology can provide new ...
December 8, 2020
Tax Season Preparation Best Practices for 2020
The people in your firm will determine the success or failure of your business. They are your most important asset. Yet, a bad hire can drive away clients and poison morale. My team is important, and while I intentionally invest my time and money in ...
December 7, 2020
Focusing on Advisory Services During a Pandemic
While in recent years many accounting professionals have been making the shift from compliance to advisory services, the COVID-19 pandemic accelerated the urgency of this transition. 2020 has created all kinds of new challenges and questions for ...
December 7, 2020
Subscription-Based Billing Pioneer Honored as CPA.com’s 2020 Innovative Practitioner
Jody Grunden, CPA, a pioneer of subscription-based billing within the accounting profession, has been named the 2020 recipient of CPA.com’s Innovative Practitioner Award, which recognizes innovation in process, services and technology implementation.
December 4, 2020
2021 IT Predictions and 2020 Results
Not one of us could have predicted the year 2020 would turn out to be, but almost everyone would agree that we are hoping 2021 will bring a return to some degree of normalcy in our day to day lives. The good news is that throughout the ongoing ...
December 2, 2020
Apps We Love: November 2020 – Our Favorite Podcasts
Although podcasts are a popular commuter pastime and commuting is down somewhat during the pandemic, podcast measurement company Chartable reports that podcast downloads in September increased 150 percent over January of this year.
December 1, 2020
BDO USA, LLP Acquires Denver Firm Cosyntris Advisory Network
BDO USA, LLP, one of the nation’s leading accounting and advisory firms, has announced the addition of four professionals from Cosyntris Advisory Network, a full-service registered investment advisor consultancy. The combination is subject to customary closing conditions and is expected to be completed on December 1. “I am pleased to welcome Cosyntris Advisory Network to...…