Firm Management

December 7, 2021 

Your clients that survived the pandemic did so by pivoting, adapting and downright changing in ways they may have never expected. While their core model or values may be the same, there’s something new about them, influenced by their experiences over ...

December 6, 2021 

If you specialize in tax, this has probably not been far from your mind. If you provide other services, tax time is a great time to promote them because people are already searching for CPAs and accounting firms.

Becky Livingston

December 4, 2021 

By Jim Guarino, CPA, PFS, CFP®, MST. I was recently asked if I thought the upcoming tax season will represent a return to normal for tax advisors and their clients. To be honest, I thought, “What’s normal anymore?” If normal can be defined as adapting to perpetual change, then the answer is an emphatic “YES!”...…

December 3, 2021 

BKD CPAs & Advisors is poised to further enhance the ways in which it serves its clients across the country in 2022, CEO Tom Watson said in a keynote address to employees at the firm's recent annual Leadership Conference held in St. Louis. Watson, who ...

December 2, 2021 

Where would we be without technology? It allows us to work from anywhere, communicate with people across the globe in an instant, and get more done in less time than we’ve ever dreamed possible. But there’s a downside: technostress.

Marc Staut

December 2, 2021 

Founded in 1987 and based in West Palm Beach, Florida, CDL has 13 partners and a staff of 100 professionals. The firm provides audit, tax and advisory services to growing and mid-sized companies in sectors such as family office, restaurant and ...

December 2, 2021 

Offering clients investment advice is inherently challenging and somewhat risky. Though financial planners and investment advisors are expected to provide such guidance, CPAs and tax professionals are specialists in niches outside of investing, meaning...

December 2, 2021 

Most CPAs I know are incredibly smart, hard-working, have high integrity, and genuinely care about their clients. While these attributes result in a lot of hard work, the rewards continue to be great. We want you to have the resiliency and stamina ...

Randy Johnston

December 1, 2021 

In addition, BWTP Transition Solutions, LLC, which provides merger and acquisition services to dental practices, will become a new service offering under Marcum’s Transaction Advisory group. In January 2022, Mason Road Wealth Advisors, LLC, an ...

November 30, 2021 

Professionals on the Move is a round-up of recent advancements and career accomplishments in and around the public accounting space.

November 29, 2021 

The combination will add two offices to Eide Bailly’s downtown presence in the Twin Cities, one in Bloomington, Minn., and another in Plymouth, Minn. PWB’s strong reputation for client service and specific industry expertise will help Eide Bailly ...

November 22, 2021 

The key to burnout prevention is through self-care and better work-life balance. Find ways to make self-care a part of your routine to protect yourself in times of stress.

Amy Vetter