Firm Management May 27, 2026
Technological solutions including AI tools can help bring the profession's focus back onto personal interactions. How can AI help make the modern CPA practice more human?
May 27, 2026
May 27, 2026
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December 3, 2021
BKD CPAs & Advisors is poised to further enhance the ways in which it serves its clients across the country in 2022, CEO Tom Watson said in a keynote address to employees at the firm's recent annual Leadership Conference held in St. Louis. Watson, who ...
December 3, 2021
Tax professionals face additional security risks from cybercriminals who are increasing their attempts to use the pandemic and phishing scams to get access to sensitive client information.
December 2, 2021
Where would we be without technology? It allows us to work from anywhere, communicate with people across the globe in an instant, and get more done in less time than we’ve ever dreamed possible. But there’s a downside: technostress.
December 2, 2021
The new feature uses machine learning to predict the contact and account code for transactions that cannot be matched to invoices or bills using an organization’s bank rules, Xero’s matching logic, or memorizations. Previously, businesses had to ...
December 2, 2021
Founded in 1987 and based in West Palm Beach, Florida, CDL has 13 partners and a staff of 100 professionals. The firm provides audit, tax and advisory services to growing and mid-sized companies in sectors such as family office, restaurant and ...
December 2, 2021
Most CPAs I know are incredibly smart, hard-working, have high integrity, and genuinely care about their clients. While these attributes result in a lot of hard work, the rewards continue to be great. We want you to have the resiliency and stamina ...
December 2, 2021
The CCH Innovations Conference will feature dynamic guest keynote speakers, including Internal Revenue Service (IRS) Commissioner Charles Rettig and IRS Chief Taxpayer Experience Officer Ken Corbin. Top performing firms should plan to attend so they ...
December 1, 2021
In addition, BWTP Transition Solutions, LLC, which provides merger and acquisition services to dental practices, will become a new service offering under Marcum’s Transaction Advisory group. In January 2022, Mason Road Wealth Advisors, LLC, an ...
December 1, 2021
The new office is set to open January 1, 2022. Tipalti is actively recruiting talent for the new location, looking primarily for Account Executives, Sales Development Reps, Solutions Consultants, Alliances and Sales Operations.
December 1, 2021
Xero will be used by H&R Block’s central bookkeeping team and company offices nationwide providing assisted bookkeeping services. Many H&R Block franchisees also use the Xero platform to provide small business clients with access to financial insights ...
November 29, 2021
Managers most likely to offer flexible schedules work in large companies with 1,000 or more employees (44%); marketing (48%), legal (42%) and administrative (41%) departments; and hybrid teams, where some employees work in the office and some work.
November 29, 2021
When vendors want to be paid by check, it's often because they have some sort of mechanism that makes it easy to process them. In larger companies for example, that often means using their treasury bank to do lockbox processing for them.