Firm Management

March 1, 2021 

The pandemic has presented challenges to planning firms and clients alike. Earlier this year, thought leaders in the financial planning space gathered online for the AICPA’s 2021 Personal Financial Planning (PFP) Summit to discuss best practices for ...

March 1, 2021 

The new group has extensive experience representing funds, corporations, and family offices and high net worth individuals with investments and philanthropic initiatives around the world. They advise on tax issues and controversies involving fund ...

March 1, 2021 

Social media can be a rewarding place for accounting firms – it provides a platform to build relationships with customers and prospects and, ultimately, grow revenue. And the benefits have never been greater. In fact, a recent study from Sprout Social ...

March 1, 2021 

When it comes to social media risk, you might think about hacking and incorrect/inaccurate company page posts. But, that’s not the only kind of social media risk. Here are some others.

Becky Livingston

March 1, 2021 

If 2020 taught us anything, it’s that you never know what can happen in life, and the same is true when it comes to your practice. Have you prepared your firm for the future by cultivating a realistic succession plan?

February 26, 2021 

Inovautus Consulting, LLC and the Association for Accounting Marketing have released the results of the 2021 Growth Survey for Accounting Firms. The survey takes an annual pulse check on the state of marketing and growth across the accounting firm ...

February 26, 2021 

By Bryan Kesler, CPA CPAs have been long revered as trusted and competent economic advisors for entrepreneurs and businesses in achieving their financial milestones. As reliable monetary advisors, CPAs are meant to help their clients solve complex accountancy problems and maintain a certain standard of quality while delivering their services. Financial roadblocks faced by individuals...…

February 26, 2021 

If you didn’t begin 2020 relying on cloud-based technology to allow you to work from anywhere, you almost certainly ended it that way. With a global pandemic forcing us to avoid group gatherings, some offices went remote for the whole of the year and ...

Amy Vetter

February 25, 2021 

The standard requires immediate past auditors and presumed successor auditors, once management consents to the past auditor responding, to communicate about potential NOCLAR situations. Examples of NOCLAR situations include, but are not limited to...

February 25, 2021 

Baker Newman Noyes (BNN), a nationally recognized, top 100 tax, assurance, and advisory firm, has announced the promotions of Denis Houle and Josh Lapierre to principal. Houle has been promoted in the firm’s healthcare advisory group and ...

February 25, 2021 

Almost from the outset of the pandemic, financial services organizations found themselves near the top of hackers' hit lists. And, at least in a few crucial respects, it's not so hard to see why. Reams of personal and financial data.

Jodi Chavez

February 24, 2021 

Change management can be an ambitious undertaking, but it’s important to remember the biggest piece of any change management plan: your people.

Jeannie Ruesch