Accounting April 30, 2026
3 Things Accounting Firms Must Fix to Stop Losing Clients
Firms that retain clients all share a few simple habits, and the firms that lose clients tend to make the same preventable mistakes.
Firm Management August 16, 2022
IRIS Software Group Expands Document Management Functions in Doc.It
The new update enables accountants to reap the benefits of an all-in-one platform with enhanced flexibility to deploy on premise or migrate to the cloud at their own pace.
Firm Management August 16, 2022
What is ‘Quiet Quitting’ in the Workplace?
The movement aims to help people reel in their overachieving tendencies at work, which can lead to burnout.
Accounting August 15, 2022
How to Appropriately Handle Conflicts of Interest
The AICPA is offering a revised code on conflicts that may arise, with expanded guidance for CPAs in public practice as well as those in private business.
Firm Management August 15, 2022
CohnReznick Named to List of Most Innovative Companies in Specialty Finance
This is the third year the publication has produced their list which celebrates 30 companies based on five “innovator categories” to distinguish how each ...
Firm Management August 15, 2022
Lurie to Join Forces with EisnerAmper
The partners and colleagues of Minneapolis-based accounting and advisory firm Lurie LLP will be joining EisnerAmper.
August 15, 2022
How to Build the Best Relationship with a Client
How can tax professionals build the same strong advisory relationship and take a more proactive approach to the services we offer?
Small Business August 14, 2022
Looka Announces Referral Partnership with Xero as part of its New Partner Marketplace Program
This collaboration makes a significant value-add for Looka’s customers who are looking to take control of their finances in one location so small business owners can confidentially understand their financial data.
Auditing August 14, 2022
CohnReznick LLP and Guidepost Solutions LLC Named Integrity Monitors for the JFK International Airport Redevelopment
This will include creating, implementing, and monitoring policies and procedures that will help ensure that the entities engaged in the Program comply with relevant laws and regulations.
Firm Management August 14, 2022
John Cornell Joins UHY LLP’s Long Island M&A Practice
He is a prior Big Four auditor and due diligence professional, a former CFO, a former General Manager at a leading private equity backed carbon accounting ...
Accounting August 14, 2022
Grant Thornton Adds Forensic and Anti-Laundering Leader
Stumbauer will use his extensive cryptocurrency, AML, sanctions and Foreign Corrupt Practices Act acumen to further bolster and expand Grant Thornton’s financial crimes capabilities.
Advisory August 11, 2022
Developing a Data Mindset to Proactively Make Clients’ Lives Better
Smart Client Management needs a data mindset to proactively make clients’ lives better. I think most practitioners would agree with me that the reactive model ...
August 9, 2022
Take Me Out to the Ball Game
I understand change, improvement, trends, insurance issues, health, and safety – all of this goes into decisions to move in whatever direction the rule-makers determine is for the greater good. But at the same time, I’m going to miss the sweet ...