Firm Management

August 26, 2021 

Avantax, a provider of tax-focused financial planning, has closed its acquisition of New Jersey-based Headquarters Advisory Group, LLC, with approximately $1.1 billion in total client assets as of June 30, 2021.

August 26, 2021 

Early and frequent data management saves time on major tasks such as VAT returns and year end accounting.

August 25, 2021 

Consumers have little faith in businesses to protect their personal and financial information. The recent news of the T-Mobile data breach – which included the names, social security numbers and driver’s license information of millions of Americans ....

August 22, 2021 

Finding the perfect client is impossible, because the perfect client does not exist. Having been in the accounting field and tax profession for 30+ years, I’ve learned to end my pursuit of chasing clients who deliver their tax documents ahead of time...

August 20, 2021 

Deloitte's new climate learning program aims to inform, challenge, and inspire Deloitte people to learn about the impacts of climate change....

August 13, 2021 

Liberty Technology Advisors has been serving clients in the technology and software consulting industry for over 25 years. The company focuses on working with clients to assess and select ERP and enterprise business software, as well as improve and ...

August 13, 2021 

In an accounting world obsessed with advisory services, it’s strange that we tend to overlook the foundational aspect of relationships: communication.

Amy Vetter

August 13, 2021 

For a long time, apps themselves were the new technology. Now apps are evolving, and we’re looking at examples of new types of technology we are seeing in your apps. Some of the members of our CPA Practice Advisor community shared their favorite new ...

Gail Perry

August 13, 2021 

Before the world changed in March of 2020, one of our goals was to become the most trusted professional advisor for our clients. At the even more basic level, we sought to make an impact in our client’s lives with the hope of helping in ways beyond ...

Garrett Wagner

August 13, 2021 

Whether you changed your own work environment as a result of the pandemic, or you experienced changes in relationships with colleagues, clients, customers, and companies, the variations in how we do our jobs certainly impacted everyone.

Gail Perry

August 12, 2021 

The regional accounting firm of Nathan Wechsler & Company, PA has announced the promotions of Marissa St. Onge, Callie Chase, and Brady Wentworth. Previously a senior, St. Onge steps into the role of supervising senior. Chase and Wentworth both move ...

August 12, 2021 

Baker Newman Noyes (BNN), a nationally recognized top 100 accounting and advisory firm, is excited to announce 18 senior-level promotions in its Manchester, NH, Portsmouth, NH, Woburn, MA, Boston, MA, and Portland, ME, offices.