Firm Management

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May 13, 2019 

Apps We Love: Financial Planning

Do you trust your money to financial apps? I know many people who find online banking risky and won’t use online investing and planning services, but others have gotten over the hump of trusting online financial services.

Gail Perry

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May 13, 2019 

Going All In

As we reflect back on the end of another busy season of the accounting industry, we are left as always to reflect back on one simple question. Why is busy season always so hard?

Garrett Wagner

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May 7, 2019 

AICPA Launches Diversity Evaluation Tool

The AICPA works to encourage and promote diversity & inclusion within the CPA profession and its workforce. The U.S. census projects that minorities will comprise the majority of the population in the U.S. by 2045. The AICPA believes that a workplace ...

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May 1, 2019 

BDO Acquires TAXPE

The addition of TAXPE’s services, specifically in the area of tax process design and through the team’s extensive Fortune 500 company ASC 740 experience, will enhance BDO’s focus on driving solutions to meet the dynamic needs of corporate tax departments.

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April 29, 2019 

How to Revive Your Marketing Efforts After Tax Season

If you’re like most small firms your marketing activities were placed on the back burner while you studied the TCJA and translated the new law for your clients this tax season. Take a breath – or a well-deserved vacation – and then dust off your marketing

Jean Caragher