Advisory May 26, 2026
9 Easy Ways Firms Can Celebrate Client Loyalty & Milestones
These small, repeatable touchpoints are how strengthening client relationships turns into long-term resilience and growth.
Payroll August 21, 2023
How a Patient Advocate Can Work for Your Clients
A good patient advocate can empower individuals or families to make informed choices by educating them about the patient’s medical conditions,
Small Business August 21, 2023
The CPA’s Guide to Business Continuity and Disaster Recovery Planning
As stewards of financial integrity, CPAs bear the responsibility of preparing businesses for unforeseen challenges.
Small Business August 21, 2023
How to Complain Effectively
When we talk directly to business owners (especially the small local owners), we can both win. More often than not, they will listen and make the changes that will bring you back to a business you love.
Taxes August 21, 2023
National Land Realty Launches “Land 1031” Exchange Service
1031 exchanges continue to be popular with landowners because of their ability to maximize value for landowners while ensuring a more favorable post-tax financial outcome.
Payroll August 21, 2023
Financial Planning for Special Needs Clients Takes Special Professionals
More and more families have children with disabilities. In fact, you may have special-needs families among your clientele and not even know it.
Taxes August 19, 2023
IRS Offers Tax Filing Extensions to Hawaii Wildfire Victims
This IRS relief is available to all residents and businesses in any area designated by the Federal Emergency Management Agency (FEMA).
Accounting August 18, 2023
PCAOB Gives CPA Firm AJ Robbins the Heave-Ho
AJ Robbins' PCAOB registration was permanently revoked, its owner was barred for life, and the firm was fined $150,000 for audit failures.
Accounting August 18, 2023
SEC Fines Crowe U.K. $750,000 For Poor Auditing of Music Streaming Service
In addition, Crowe U.K. CEO Nigel Bostock will pay a $25,000 penalty and senior auditor Matthew Stallabrass will fork over $10,000.
Small Business August 18, 2023
Half of Businesses Aren’t Prepared for Impact of ESG Risks
64% of firms say climate related threats such as climate risks to physical assets or energy transition risks represented very material risks to their firm over the last 12 months.
Firm Management August 18, 2023
Plante Moran Adds 35 New Partners
“There is no doubt this group of leaders will continue to add value to our firm,” said Plante Moran Managing Partner Jim Proppe.
Firm Management August 18, 2023
Crowe Introduces 44 New Partners and Principals
The promotions were the highest in audit and assurance with 16 new partners and principals, followed by 11 in tax and 10 in consulting.
Accounting August 18, 2023
Sage’s Near-Term Greenhouse Gas Reduction Goals Receive SBTi Validation
There are only 3200 companies globally with approved science-based targets. Fewer than 11% of those represented the software sector, making Sage an early responder in tech’s fight against climate change.