Small Business November 5, 2026
Five Collections Habits Accountants Can Help Small-Business Clients Adopt
My father's business would have been easier to run with those habits in place. Most of your clients' businesses would be too.
February 12, 2014
System Puts Gathering Client Tax Documents on Auto Pilot
It’s the just the beginning of tax season, but most tax professionals likely already have a digital pile of client returns that are “in progress,” and will likely remain that way for weeks or months. Not because the firm hasn’t gotten to them yet, but probably because they are still waiting on clients to send…
December 17, 2013
IRS Names New Members of Electronic Tax Admin Advisory Committee
The Internal Revenue Service has announced the selection of three new members and a chairperson to the Electronic Tax Administration Advisory Committee (ETAAC).
December 9, 2013
Information Technology Alliance Announces New Members
The Information Technology Alliance recently announced new members this week during the annual ITA Fall Collaborative. The organization is an independent professional association comprised of most of the nation’s top 30 accounting firms, premier technology consultants and leading technology vendors serving the accounting profession.
November 20, 2013
Oklahoma Man Pleads Guilty to $700K Embezzlement, Tax Evasion
A Tulsa man pleaded guilty Tuesday to a federal wire fraud charge connected to his embezzlement of nearly $700,000 from his then-employer by billing it for the nonexistent services of a consulting firm he created.
October 21, 2013
KPMG Appoints New Managing Partner for D.C. Region
In his new role, Carlson, who has led KPMG's St. Louis office since 2008, will be responsible for the strategic direction and growth of the area offices. He assumes his new role on Dec. 1, succeeding Candace H. Duncan, who will retire after 35 years with the firm.
October 9, 2013
Hey CPAs: Don’t Be Just Your Clients’ “Tax Guy”
Some of these accountants are suited for and satisfied with that role, but there are many others who recognize that the market demands a more proactive, advisory approach with clients.
October 1, 2013
BMRG Advisory Program Adds Palo Alto Software as a Partner
BMRG Advisory Program has announced that Palo Alto Software, Inc. is now a Premier Sponsor. BMRG provides collaborative educational and advisory services for CPA/accounting firms, technology companies and other small and mid-sized businesses. Palo Alto Software provides cloud-based tools that help small businesses plan and track their financial metrics. LivePlan, the company’s flagship product, helps...…
September 23, 2013
WTP Advisors Merges with N.Y. Forensic Accounting Firm BSG
The New York-based forensic accounting and litigation support firm, Boucher Stickley Group (BSG), has merged with WTP Advisors, a global tax and business advisory firm. BSG is known for its pioneering systems used to perform complicated quantitative analysis related to controversy resolution.
September 3, 2013
Four Questions that are Key to Winning New Clients
Your firm may be successful today, but everyone knows that success can be fleeting unless you’re continuously thinking ahead to identify and win the next client.
August 29, 2013
Winners announced for 1st Annual Bridging the Gap Awards
August 29, 2013 – Boomer Consulting, Inc. announced today the recipients of the inaugural Bridging the Gap Awards. These awards recognize both firms and individuals in the accounting industry that excel in aligning technology, firm management and talent development.
August 14, 2013
Big Four firm earns top rank for global forensics and dispute advisory services
Deloitte also named a Vanguard leader in both forensic and investigative services and dispute advisory and analysis services based on capabilities.
July 29, 2013
PwC appoints new leader for U.S. Advisory Services
Everson succeeds former U.S. Advisory Leader Dana Mcilwain, who is now PwC US Services Leader