Firm Management

September 3, 2021 

CBIZ Accounting, Tax & Advisory Services, a subsidiary of CBIZ, has acquired the non-attest assets of Shea Labagh Dobberstein (“SLD”) of San Francisco, CA, effective September 1, 2021.

September 2, 2021 

During 2020, webinars skyrocketed. Were you a bit envious of your colleagues promoting their new, shiny lead generation tool? If so, you too can use webinars to drive leads and impact the bottom line.

Becky Livingston

September 1, 2021 

Miller rejoins Grant Thornton after serving for more than a year as the deputy executive director for the federal government’s Pandemic Response Accountability Committee (PRAC), where she oversaw $5 trillion in federal appropriations aimed at ...

September 1, 2021 

Half-Retirement isn’t as simple as playing hooky from work. Your business will need to run on autopilot without you being around all the time. It’s a process to get from where your business is today to where it will be when you can Half-Retire, but it ...

September 1, 2021 

Professionals on the move is a round-up of recent promotions in the accounting and tax space.

September 1, 2021 

AcctTwo is a seven-time Partner of the Year of Sage Intacct, the first-and-only preferred financial-management system of the AICPA. AcctTwo is both a Value-Added Reseller (VAR) of Sage Intacct and a managed services provider with proprietary solutions ...

August 31, 2021 

Olsen Thielen CPAs and advisors provide a full menu of traditional and nontraditional accounting and consulting services that have earned rankings as one of the top 25 CPA firms in the Minneapolis/St. Paul area by Minneapolis-St. Paul Business Journal.

August 27, 2021 

Accounting firms across the country are regularly evaluating new opportunities to launch additional services in their practice. Whether it is launching a traditional service like tax, audit or accounting services, or launching complementary services ...

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...