CAS

September 5, 2019 

By recommending and acknowledging that we have an understanding of our clients’ challenges and concerns, we are fulfilling an important role, that of a consultative partner. It’s an important step in cementing relationships that ultimately builds our ...

August 8, 2019 

Grant Thornton LLP has named Jim Peko as the national managing principal of its Advisory Services practice. In this role, he will oversee the strategic direction and operations of the firm’s advisory-services offerings.

July 16, 2019 

When we ask practitioners why they continue to focus their efforts on transactional and compliance services, we find that most feel they don’t feel comfortable providing performance- and strategic-based advisory services because their experience and ...

Jim Boomer

June 24, 2019 

In order to do just that, you need to put yourself in a position to build on your existing client relationships — not tear them down. Use these three steps to plant the seeds of good rapport this summer — and watch as your client relationships blossom into flourishing partnerships during the second half of...…

Jodi Chavez

May 13, 2019 

A combination of technology and process can provide powerful tools for your team and clients, but the overall mindset within your firm is also critical. Leaders must prioritize making clients’ lives easier and focus on continuous improvement.

Jim Boomer

March 15, 2019 

One of my favorite types of businesses to work with, as a bookkeeper, are auto repair shops. Since the first client of Kildal Services was a repair shop - and actually still IS a client - I have a special place in my nerdy accounting heart for them.

Stacy Kildal

March 14, 2019 

The Cannabis and Hemp Advisory practice will provide counsel and support to existing businesses, start-ups, and ancillary service providers within the cannabis industry, especially in the areas of: tax planning; compliance with ...

February 26, 2019 

3346 It’s no secret that technology has continued to become a critical component of our lives, both professionally and personally. For small businesses (and even for most of us in our personal lives), keeping up with ever-changing trends and recognizing what tools and products are actually going to help us become more efficient and effective...…

February 14, 2019 

Marcum LLP led the accounting industry with more net new SEC clients in 2018 than any other U.S. accounting firm, according to Audit Analytics. Marcum finished the year with a net gain of 31 SEC registrants, outperforming all Big 4 accounting firms, ...

February 14, 2019  Sponsored

Job costing can be a complex process especially when businesses are juggling multiple projects. Intuit is making it simple and easy for businesses to track and see how their projects are doing at any point. While Projects integrates tightly with ...

Scott Cytron

January 17, 2019 

Another tax season is here and many of you are bracing for the 60+ hour work weeks. Your focus is on preparing financial statements, tax returns, and delivering them to your clients. Keeping your head down and getting it done!

November 27, 2018 

Business Foundation Services represent an advisory engagement that provides a firm’s clients with the basics of a new business launch—from entity type and retirement plan selection to accounting software setup and training.