March 23, 2022
Having a clear client communication policy is often forgotten as a part of the engagement. Everyone needs to understand the client’s part, the firm’s part, and the collaborative part. Communication policies help your firm achieve this goal. If your firm h
March 21, 2022
Globally, more firms are have created or are interested in creating a more diversified selection of services, looking beyond the tax season to offering a variety of advisor services such as forecasting, budgeting, and strategy for their clients.
March 3, 2022
TAS Scale provides proven methodology, guidance and content solutions to help firms shift from a compliance-driven business to a tax advisory service business. This is a personalized program that gives firms a dedicated client success manager that will...
March 1, 2022
Nationally ranked Top 50 accounting firm The Bonadio Group has rebranded its consulting and advisory practices as Bonadio Advisory to better assist clients with improving operational performance, mitigating risk and achieving their business goals.
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February 28, 2022
Practice Ignition, aclient engagement and commerce platform for the professional services industry, has become Ignition to reflect growth from its core proposal and payment automation solution to a broader client engagement platform ...
February 23, 2022
BKD’s Nonprofit Advisory Services can assist nonprofit leaders and CFOs with nonprofit financial reporting, grants management and compliance, audit preparation, budget development and more.
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January 31, 2022
Eduardo Chung returns as a Principal in the firm's Tax Practice & Procedures Group, while Craig Venokur joins as a Partner with the Accounting & Advisory team.
January 28, 2022 Sponsored
Intuit QuickBooks has announced two new products that provide small businesses and their employees faster access to their money, plus greater cash flow flexibility so they can succeed and prosper: QuickBooks Get Paid Upfront and QuickBooks Early Pay.
December 10, 2021
The CPA Business Funding Portal has been a highly effective platform for CPAs and CPA firms assisting clients with government-backed business relief, such as funds distributed through the Small Business Administration’s Paycheck Protection Program (PPP).
December 7, 2021
Your clients that survived the pandemic did so by pivoting, adapting and downright changing in ways they may have never expected. While their core model or values may be the same, there’s something new about them, influenced by their experiences over ...
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 ...
November 17, 2021
The fast-growing start-up was founded in 2013 by accounting entrepreneur Guy Pearson and product designer Dane Thomas, with a vision to transform client engagement in professional services. Frustrated by antiquated manual processes, and late payments ...