CAS

December 7, 2020 

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 1, 2020 

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...…

November 18, 2020 

Bonadio Strategic Advisory can help business leaders streamline operations, cut unnecessary expenditures and enhance profitability. By implementing an efficient remote environment, addressing supply chain disruption, examining customer-by-customer ...

November 16, 2020 

Tribute’s cohesive business model allows complete understanding of all aspects of client’s tax needs, future saving plans and assets that need management, all while saving clients time and money.

November 13, 2020 

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 

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 

Your playbook for successful CAAS implementation.

October 19, 2020 

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 

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...…

Garrett Wagner

September 30, 2020 

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.

Roman Kepczyk

July 28, 2020 

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.

Isaac M. O'Bannon

July 9, 2020 

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.

Gail Perry