Firm Management

December 13, 2021 

Offering financial planning services can help your accounting firm grow and thrive. But getting started may feel overwhelming. Thankfully, your firm can partner with an experienced team that offers financial planning services to streamline your success.

December 13, 2021 

Duff & Phelps, A Kroll Business, the world’s premier provider of valuation, corporate finance, governance, risk and transparency, announced that Philippe Penelle has joined as a managing director based in Los Angeles, California. Penelle leverages over two decades of experience designing, valuing and defending transfer pricing structures on behalf of multinational clients and their counsel....…

December 10, 2021 

Advances in technology, the pandemic-related shift to a fully digital workplace and rapidly evolving business models are creating huge opportunities for CPA firms – provided they take the necessary steps to stay ahead of the curve, said Erik Asgeirsson.

Isaac M. O'Bannon

December 10, 2021 

The CPA Business Funding Portal has been a highly effective platform for CPAs and CPA firms assisting clients with government-backed business relief, such as funds distributed through the Small Business Administration’s Paycheck Protection Program (PPP).

December 10, 2021 

Bookgel was developed by Allan Ratafia and Marc Howard, the duo that brought the accounting profession BizPayO, a 3-in-1 web platform for online payments, proposals, and automated Google reviews. From the BizPayO platform, Ratafia and Howard, who ...

December 10, 2021 

Oftentimes the offering firms have trouble quantifying the most is advisory services. Tax pros give advice continuously to their clients without charging them, writing it off as a one-off case when more times than not those clients come back time ...

December 10, 2021 

the pandemic and recent changes to tax deductions for donations have also adversely affected many charitable organizations, with as many as a third now at risk of shuttering due to dwindling funds, according to a recent study.

Gail Perry

December 10, 2021 

Technology and staffing issues have changed dramatically over the last two years. So, what can firms expect when it comes to hiring and staff management in 2022 and beyond?

December 10, 2021 

I know I sound like a broken record when other tax pros ask me about the “busy” in busy season. My response? “The Berg Advisors' busy season runs smoothly with few surprises.”

December 10, 2021 

Briggs & Veselka was founded in 1973 in Houston and today has more than 330 professionals and four offices in Houston, Austin, The Woodlands and El Campo, Texas. It is the largest locally owned accounting firm in Houston and ranked nationally as a top ...

December 9, 2021 

We start the new year, busy season takes hold, then we make some time to relax in the summer, we get busy in the fall again and prepare for family gatherings, and the year-end approaches and we’re back to the start of another cycle.

December 9, 2021 

If Covid has taught us anything, it’s maybe we don’t need to be so busy like before. Before the pandemic, there were always too many things to do, too many clients to see, and never enough time in the day. Finding work-life harmony seemed to be a ...

Amy Vetter