CAS July 16, 2026
Specialty Tax Forum to Gather Russian-Speaking Professionals in Miami, Oct. 22-24
The Association of Russian-Speaking Accountants and Tax Professionals (ARSAT), has announced a national forum for 2026.
August 21, 2018
New Sage Client Advisory Services Program Gives Accountants Actionable Roadmap to Support Future Growth
The SAN Client Advisory Services Program builds on the growth of Sage’s partner ecosystem across the U.S. - which now includes over 11,000 accountants - and proposes an actionable roadmap for implementing higher-value, consulting services across ...
July 31, 2018
The culture of a service-oriented firm is to look, listen and adapt to their clients’ needs.
Joni Johnson-Powe, principal of Taxnologi Solutions, LLC, was recently interviewed by Scott Peterson, Vice President of U.S. Tax Policy and Government Relations at Avalara. Taxnologi Solutions is a company made up of tax consultants who are skilled in ...
June 28, 2018
Armanino Launches Risk Assurance and Advisory Services
Armanino LLP has launched a combined Risk Assurance and Advisory Services practice to enhance its ability to offer a wide range of risk and compliance solutions to clients. The move brings an innovative approach to compliance with a ...
June 25, 2018
Wymer Brownlee Plans to Double Client Assets in 6-8 Years
To lay the foundation for its growth plan, WBWS has hired professionals across multiple disciplines in recent months, such as law, tax, accounting and marketing, to increase its expertise and capacity to provide holistic wealth management services, as ...
April 24, 2018
4 Reasons Your Firm Can Serve Clients Better Than a Big 4 Firm
Every business has a unique set of needs when it comes to selecting service providers. For example, depending on the size of the company or the specific matter at hand, there are a variety of options to think about when choosing a firm to handle your ...
February 5, 2018
BDO Acquires Consulting Division of PBC Advisors, Expands Healthcare Advisory Practice
That national accounting and advisory firm of BDO USA, LLP has expanded its healthcare advisory services practice through the acquisition of the consulting division of PBC Advisors.
January 29, 2018
Online Learning Center Guides Accountants from Compliance Services to Advisory Roles
ProfitCents University is designed to guide CPAs and accounting professionals through a step-by-step transition from a focus on compliance services, such as tax and audit, to higher-profit advisory work and value-added services. Accounting profession ...
January 24, 2018
CohnReznick Expands Transactional Advisory Services Team
In just four years, CohnReznick’s Transactional Advisory Practice has grown to more than 30 dedicated Transactional Advisory Professionals, including five Partners and now, four Managing Directors, in cities across the U.S. including, Boston, Chicago, ...
January 23, 2018
How to Transform from an Accounting Firm into an Advisory Firm
Your cheese is moving. You’d have to be living under a rock to not be aware how much of a leap forward we took as a profession in 2017. From technology to process, talent development to growth strategy – many firms underwent not just minor change but ...
December 6, 2017
Advisory Services Take Off As Revenue Channel for Accounting Firms
In the study, 61% of firms had per-client revenues of $5,500 per year, showing that investing in advisory services has become a large source of revenue for firms.
August 15, 2017
Withum Sees Success in Advising IPO Clients
According to Audit Analytics, there were a total of 64 IPOs in U.S. markets between April 1st and June 30th, of which 27 were non-Big Four clients. Thus far in 2017, the overall amount raised has surpassed all of 2016 by $3 billion and the total ...
July 31, 2017
6 Reasons Clients Don’t Pay On Time – And What to Do About It
Creating and maintaining consistent cash flow in a law firm is an ongoing effort, from initial client engagement to following up with past-due accounts. Determining the ‘why’ when your clients don’t pay on time can reveal where and how you need to ...