Firm Management December 11, 2025
Client Experience as a Growth Strategy: Moving Beyond Compliance
Today, compliance isn’t enough to differentiate your firm. If you want to stay competitive, you need to focus on CX.
June 30, 2014
New Report Looks at Changing Broker-Dealer Audit Landscape
Thomson Reuters has released a special report, Cause and Effect of the Changing Broker-Dealer Audit Landscape, which provides an overview of the PCAOB's new standards affecting broker-dealer audits.
June 30, 2014
Report: Prices Rising Faster than Wages
Food prices are rising. And inflation, that word common in American conversation 25 years ago, is eating up wage gains.
June 30, 2014
Thomson Reuters Predicts the Top 10 Innovations for 2025
Study analyzes patent data and scientific literature for clues to the next decade's biggest breakthroughs
June 30, 2014
AICPA Offers New Education Website
The American Institute of CPAs has launched a new website designed to spark a profession-wide reevaluation of how CPAs engage in lifelong learning and measure competency in a fast-changing world.
June 27, 2014
Federal Court Limits Government Searches of CPA Firm’s Electronic Files
The Second Circuit Court of Appeals has held that federal agents can’t hold onto a CPA’s computer data indefinitely while they sift through the data looking for dirt.
June 27, 2014
Ohio CPA Society Recognized for Advancing Diversity
Attracting a more diverse pool of members is a goal for many professional associations today, especially those competing for the attention and commitment of top students in science, technology, engineering and math.
June 27, 2014
Professionals on the Move – June 27, 2014
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
June 26, 2014
Intuit Signs with SmartVault to Provide Document Management for ProSeries and Lacerte
Small business accounting and tax company Intuit has partnered with cloud document storage and sharing firm SmartVault, which will provide integrated cloud-based document management for Intuit's two professional tax systems, Lacerte and ProSeries. The combination of these professional programs is intended to further automate tax preparation workflow, from receiving source files securely from clients to…
June 26, 2014
Massachusetts Increases Minimum Wage to $11, Decreases Unemployment Insurance
Governor Deval Patrick signed legislation to increase the minimum wage in increments to $11 per hour by 2017. The law also lowers unemployment insurance costs.
June 26, 2014
Indiana Board of Accountancy to Permit Competency-Based Education for CPA License Renewal
Indiana has become the first state to permit competency-based education to qualify for CPA license renewal. The Indiana Board of Accountancy and Indiana CPA Society have partnered on the new pilot program, and the change was facilitated through work of the CPA Center of Excellence. Announced last week, the CPA Center of Excellence has been…
June 26, 2014
Why More Tax Education is Critical for CPAs
During the first decade or two of my accounting and tax life, I always felt that everyone knew more than I did. I was always a bit intimidated by the depth of knowledge other CPAs, EAs and attorneys seemed to have – and prayed that I could know just a little more of what they…
June 25, 2014
Founders of JDJ Resources Start New Firm
Boston-based JDJ Family Office Services, which provides administrative multi-family office and personal CFO services to high net worth individuals and families, will retain its entire 21-person staff and continue to deliver the same suite of customized services to its existing and expanding client base.