Firm Management January 29, 2026
By adopting automation that aligns infrastructure performance with business needs in real-time, firms can finally break free from the legacy cost-growth cycle.
January 29, 2026
January 28, 2026
July 7, 2020
The CARES Act, market volatility, Social Security strategies and the impact of COVID-19 on financial planning have brought numerous challenges and opportunities to the ever-changing financial planning landscape.
July 6, 2020
Tom Ivory, the founder of the Baker Street Bread Co. in Philadelphia’s Chestnut Hill section, fought a valiant effort for years to rein in bank fees by imposing a minimum credit card purchase of $10. But more customers wanted to go cashless, and Ivory eventually relented and accepted plastic for any transaction, no matter how...…
July 6, 2020
As organizations begin to re-evaluate risks in the context of the “new normal,” businesses will need to take steps to identify and minimize risks that may once have been controlled in at least three key areas.
July 1, 2020
Thomson Reuters’ Orbitax International Tax Platform is a native cloud application consisting of a series of fully integrated tools and workflow solutions to help tax departments keep pace with the ever-changing tax rules and regulations.
July 1, 2020
The Re-Entry Readiness Framework consists of a comprehensive workplace re-entry strategy coupled with a customizable risk analytics tool, which can be tailored by the business for varying risk profiles and tolerances to help guide decisions regarding ...
June 30, 2020
The ETAAC is a public forum whose members work closely with the Security Summit, a joint effort of the IRS, state tax administrators and the nation’s tax industry that was established in 2015 to fight identity theft-reflated refund fraud and cybercrime.
June 30, 2020
The report is based on the responses of more than 650 accountants and business professionals across the nation and offers valuable pricing benchmarks and emerging trends for firms of all sizes while showcasing the shifting expectations on what ...
June 30, 2020
The six partners and professional staff from CFO Advisors, LLC, will join BDO July 15. BDO has also acquired MorganFranklin Consulting’s public sector practice effective July 16.
June 30, 2020
For workers currently employed, this new “normal” has many working remotely, forced to adjust to how they get work done. Those required to work remotely responded that the ability to complete tasks and connect with others was severely impacted due to technology issues, lack of necessary equipment to work effectively, and distractions.
June 29, 2020
Taxpayers who filed a 2019 paper return and are entitled to refunds may be in for a long wait. The IRS had to suspend the processing of paper tax returns, and as of May 16, it estimated it had a backlog of 4.7 million paper returns.
June 29, 2020
Firms that promote gender diversity have higher rates of engagement, productivity, and stronger financials than non-inclusive firms. Yet, only 24 percent of partners in accounting firms are women despite making up about sixty percent of the ...
June 29, 2020
Implementing a financial operations tech stack that is scalable for your clients can eliminate much of the friction you encounter and future-proof your practice for success.