Small Business March 30, 2026
Square Expands Business Lending Program
The company says it extends credit to businesses that traditional financial institutions deem too risky or too small.
November 13, 2020
Finding Growth Opportunities in Challenging Times – Increasing Client Interest in New Services
As 2020 has continued to present unexpected challenges for businesses across all industries, many companies, including accounting firms, are wondering how to position themselves for future success.
October 29, 2020
Accounting Firm Eisner Amper Partners with Real Estate Advisory Firm
This collaboration will leverage each firm’s deep resources and expertise to provide a holistic platform that incorporates their business advisory and technology capabilities. This will provide clients with timely and actionable data to improve and ...
October 27, 2020
8 best plays for winning the client accounting and advisory services game
Your playbook for successful CAAS implementation.
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October 19, 2020
Accounting Firm Warren Averett Launches Virtual Environment for Clients
Warren Averett Engage leverages several technologies to bring collaboration tools, open-items lists, screen sharing, video capabilities and additional resources in a virtual environment. Warren Averett Engage will be available to ...
October 9, 2020
2020 Review of NetClient CS
NetClient CS Thomson Reuters cs.thomsonreuters.com From the 2020 reviews of client portals for accounting firms. NetClient CS is the accounting firm client portal system from Thomson Reuters, and part of the vendor’s broad firm management suite that includes applications for tax, accounting, payroll, client collaboration, audit services, document management and other core practice areas. NetClient...…
September 30, 2020
Transforming Accounting Services Personnel to a Client Advisory Mindset
From all indications, the transformation of the accounting profession to a more advisory focus is already well under way. Taking a learning organization approach will help ensure that your firm develops a comprehensive client advisory mindset.
July 28, 2020
Report Shows Trends for Accounting Advisory Services
The survey data indicates that being able to offer expert insights when it comes to finances will give firms the upper hand when it comes to implementing value pricing as it enables them to provide a better customer experience.
July 9, 2020
Long Days and Fireflies and How to Help Our Clients
July has always been my favorite month. When July begins, there’s still an endless sea of summer ahead, the days are long, the fireflies twinkle in the evening, and the air is warm.
June 30, 2020
Bill.com and CPA.com Report Shows Trends for Accounting Advisory Services
The report is based on the responses of more than 650 accountants and business professionals across the nation and offers valuable pricing benchmarks and emerging trends for firms of all sizes while showcasing the shifting expectations on what ...
June 12, 2020
Advisory in the Age of Coronavirus
With clients scrambling to find the best way forward under immensely difficult circumstances, it’s important to do everything possible to help guide them through the process. Nobody has gone through anything like a pandemic before, so everyone is ...
June 8, 2020
The Center for Audit Quality’s Research Advisory Board Awards Four New Grants
The RAB grant recipients will receive funding to support their research. In addition, since these four projects are behavioral research projects, the CAQ will assist in providing access to auditors from its eight Governing Board firms.
March 10, 2020
Does Your Firm Have a Clear Vision on Advisory Services?
When we look at the services offered by firms of differing sizes, smaller firms tend to produce about 80% of their revenue from tax and about 20% from Advisory and Consulting services. Larger firms tend to split their revenue as 40% from tax, 40% from ...