Firm Management August 31, 2026
How Accounting Firms Can Protect Against the Rising Threat of Vishing
Accounting and CPA firms hold exactly the kind of data that makes them an attractive target.
Firm Management August 31, 2026
Accounting and CPA firms hold exactly the kind of data that makes them an attractive target.
October 30, 2019
The Global Institute program will cover the top issues raised in boardrooms today – from the ongoing impact of trade wars and geopolitics to emerging business models, changes to the competitive landscape, innovations in technology, and the increasing ...
October 28, 2019
The advantages of cloud technology are well-documented: increased accuracy, automated data inputs, streamlined reporting, and greater agility. However, without the right tools, people throughout the business will continue to rely on finance for ...
October 28, 2019
The Digital CPA Conference is designed for CPA firm partners, managers and, staffers responsible for rolling out cloud solutions, and business development, firm marketing and human resources directors within firms.
October 28, 2019
Traditional compliance services like taxes and audits have long been the bread and butter of many accounting practices. However, clients are increasingly requesting new services beyond that scope such as bookkeeping, payroll, and advisory-level ...
October 28, 2019
In the first installment in this series on how to develop a full-fledged CAS offering, Pete Potsos, CPA, of Bill.com, provided valuable tips on how to get started. Specifically, the article explained what’s involved in turning interest in CAS into action and incorporating automation for a successful CAS practice. This is part 2 in a...…
October 28, 2019
Firms looking to scale their CAS offerings frequently face some common complications. Among them are converting compliance clients to CAS, securing buy-ins from partners and practices, establishing a marketing plan and marketing resources, optimizing ...
October 28, 2019
During its annual CCH Connections User Conference, today Wolters Kluwer Tax & Accounting showcased several new, powerful features in its groundbreaking CCH Axcess iQ solution, which leverages artificial intelligence and predictive analytics to help firms turn complex regulatory and legislative change into engagement opportunities. Part of the award-winning CCH Axcess platform, CCH Axcess iQ helps...…
October 28, 2019
New technologies, emerging industries and renewed interest in complex financial instruments are among the many issues that will be discussed during the American Institute of CPA’s (AICPA) 2019 Forensic and Valuation Services Conference. The conference, being held Nov. 4-6 at Caesar’s Palace in Las Vegas, offers professionals the opportunity to hone their skills and build...…
October 24, 2019
Attendees experienced hands-on demonstrations of CCH Axcess Financial Prep, the profession’s first dynamic cloud-based trial balance solution already in market; CCH Axcess Knowledge Coach, a cloud-based digital audit management tool; and CCH Axcess ...
October 24, 2019
The new CCH Axcess Client Collaboration module saves firms and their clients time when engaging, onboarding, and collaborating throughout the engagement by providing each side with a frictionless experience for all communication, from secure source ...
October 24, 2019
Kabbage expands into payment processing as part of its new suite of cash-flow management solutions for small businesses
October 23, 2019
Professional services firm Sikich announced Tuesday that it has agreed to acquire Oak Brook, Illinois-based public accounting firm, Scanlan & Leo, Ltd.