Financial Reporting April 28, 2026
Here are five operational benchmarks that top-performing firms use as a yardstick to measure success: profitability, time, cash flow, data, and technology.
April 28, 2026
April 28, 2026
November 10, 2021
It may be easy to track credits that are reported in the same year, but many states require biannual or triannual reporting, making it even more important that CPE course documentation be managed properly. While there are some HR application that can ...
November 10, 2021
M&A value creation is traditionally viewed through the lens of three synergies: revenue, cost and capital. Technology is a fourth key driver of synergy that is often underestimated. Traditionally viewed as a subset of cost synergies, technology ...
November 9, 2021
You’re about to make a big change to your firm by either acquiring another firm or by being acquired. Here is a press kit primer to help you organize the announcements needed for clients, vendors, financial institutions, and other interested parties.
November 9, 2021
The accounting and consulting firms of Stuedle, Spears, & Company PSC (Louisville) and Blue & Co., LLC have announced their partial acquisition, effective January 1, 2022.
November 9, 2021
The CPA firm Baker Tilly US, LLP (Baker Tilly) will acquire California-based The Compliance Group (TCG), a one-stop-shop for mortgage lenders requiring regulatory compliance and seeking risk management. The combination will be effective Dec. 6, 2021. Financial institutions and independent mortgage bankers continue to shift their focus toward the modern borrower experience, defined by digitization...…
November 8, 2021
The tax and accounting industry is always evolving. Over the last year and a half in particular, there have been major changes in how the industry approaches advisory services, technology, culture, recruiting, and more. The accounting industry is going...
November 4, 2021
Top 25 nationally ranked CPA and advisory firm Carr, Riggs & Ingram, LLC (CRI) has increased its investment in the city of Atlanta by merging in local firm, Brooks, McGinnis & Company, LLC.
November 4, 2021
Introducing advisory services to your clients is a great way to give curated advice specifically designed for them, and help them reach their goals. But first, you have to learn where each client stands. Do they want to survive the way they are going ...
November 4, 2021
Thirteen markets are fueling the bulk of growth in the U.S. life sciences industry. Baker Tilly’s robust life sciences practice has a strong presence in 10 of those 13, with Boston-Cambridge as the No. 1 life sciences cluster in the country.
November 4, 2021
Staffing challenges, compliance obligations, technology advances and world events are changing the way tax professionals work. The in-depth guide offers testimonials and coaching tips from Intuit Tax Council Members who have made the move towards ...
November 3, 2021
OLC provides business management and tax services to the who’s who of young Hollywood entertainers. Initially, they will retain their Beverly Hills location, marking the fifth Southern California outpost for Citrin Cooperman.
November 3, 2021
PathQuest Solutions has launched a new accounting automation ecosystem this week at Scaling New Heights 2021; integrating its PathQuest SCALE and PathQuest BI solutions to help accountants simplify their practices, scale their business and build ...