Mergers and Acquisitions February 9, 2026
KPMG says the PrivateBlok team will focus on developing AI-first products, enabling persistent services through software-based commercial models, and advancing client offerings.
February 9, 2026
February 6, 2026
February 6, 2026
February 6, 2026
August 29, 2018
Every firm needs to attract new clients and most firms in the country tend to have one partner who seems to have a natural gift of bringing in new clients. That person is your rainmaker. Everyone else at the firm maintains a client relationship and ...
August 28, 2018
When thinking of cyber risks, most accounting firm leaders think about threats from hackers. But the threats that are most likely to affect the firm are also the ones that the firm has the most power to prevent.
August 24, 2018
The SF-Marin Food Bank feeds 225,000 people each year. Thirty-thousand families receive healthy groceries at more than 260 pantries in the Bay Area. SD Mayer & Associates staff will sort produce and pack boxes that will be delivered to local pantries.
August 23, 2018
If someone asked, would you be able to describe your accounting firm’s corporate culture? This concept is the topic of many a workplace report, but what does it mean?
August 22, 2018
Attend any conference or peruse any publication in the accounting profession and you’re sure to hear talk about the impact of artificial intelligence (AI), machine learning and other emerging technologies. These advancements present a tremendous ...
August 22, 2018
This article continues the series on creating a world-class marketing culture in your firm. In Part 1, we explored the definition of marketing and its centrality in the life of a firm. In Part 2, we examine the firm’s brand—what it is, what it means ...
August 21, 2018
Warren Averett, LLC, a nationally ranked accounting firm, recently sponsored a team of employees to travel to Rwanda in partnership with Compassion International.
August 21, 2018
The AICPA has projected that 75% of CPAs will be eligible to retire in the next 15 years, and most will be men. Meanwhile, the number of women graduating college with accounting degrees has reached near parity with men, over the last decade. Thus, we have a situation where most partners are reaching retirement age,...…
August 21, 2018
Experts predict that America’s cannabis industry will continue to grow over the next four years. The legal cannabis market was worth an estimated $7.2 billion in 2016 and is projected to grow. Medical marijuana sales are projected to grow ...
August 21, 2018 Sponsored
Value pricing is based on the maximum amount a given client is willing to pay for a service, typically set before the work begins. Conversely, value billing is usually marking up – or more frequently marking down – the invoice to the client after the ...
August 20, 2018
Accounting firms of every size plan to increase their use of social media, according to the 2018 Marketing and Business Development Strategies at Accounting Firms study by Capstone Marketing and Bay Street Group, published by CPA Trendlines.
August 19, 2018
I recently spoke at a BDO Alliance conference where the theme was identifying traits of high performing firms and their leaders. One speaker used a bell curve to describe ‘best in class’ firms, with the majority of firms falling in the middle or ...