CAS August 20, 2026
The Accountant’s Guide to Agentic ROI
The question for accountants now is how do you turn ambition around agentic AI into commercial value.
November 26, 2012
René Lacerte – Insights from a Fourth-Generation Entrepreneur
There is a good lesson here for small firms. It’s been my experience that many firms are challenged in the areas of hiring the right people and applying the appropriate level of leadership to allow staff to expand business. Instead, many small firm owners build their business around their individual skill set and then wonder…
November 26, 2012
Baby Boomers: Take the time to know the Gen Xers
CPA firms, as well as their small business clients headed by those of the “baby boomer” generation, may feel the urgency for an in-house succession plan to be certain their firm or business is headed in the right direction-to build business value and secure a future for themselves as well as their key employees.
November 26, 2012
Firms are adopting CRM systems to grow stronger
Firms who recently saw a loss of clients are now looking to shore up and consider building again, not only building bigger firms, but building more successful ones.
November 19, 2012
IT Strategic Planning & Budgeting
IT strategic planning and budget are crucial concepts for IT leaders to understand when communicating with partners.
November 15, 2012
Small business marketing doesn’t have to be expensive
When it comes to marketing a small business, the options can be overwhelming and costly. However, with a solid plan, it's possible to get results on a budget.
November 14, 2012
New website, photo contest to help with Small Business Saturday
Site offers resources, ideas encouraging small businesses to participate in Nov. 24 event
November 12, 2012
National Debt Impacting Business Hiring Plans
The U.S. debt is weighing on business owners as they consider adding workers and making other investments, according to a new survey by Sageworks, a financial information company. In the survey, accounting and banking professionals were asked how the national debt affects businesses’ hiring and investment plans.
November 12, 2012
Professionals on the Move – November 12, 2012
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
November 8, 2012
IRS Commissioner speaks to AICPA about his tenure
Doug Shulman, Commissioner of the IRS, will leave office Nov. 11, 2012, after five years in the office.
November 8, 2012
CPA firms: A case for mandatory partner retirement
Almost every firm that I work with has a succession issue in the near term. Baby boomers are retiring at an accelerating rate and firms are coping (or not) with the transition issues surrounding those exits.
November 5, 2012
KPMG Forms Business Alliance with Workday to Meet Demand for Enterprise HR and Finance in the Cloud
KPMG LLP has announced the formation of a business alliance with Workday aimed at helping clients streamline and strengthen their financial management and human capital management (HCM) processes and operational effectiveness.
November 2, 2012
Professionals on the Move – November 2, 2012
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.