Firm Management

July 27, 2023  Sponsored

Advisory is a year-round process; as you get ready for tax year 2023, now is a great time to update tax planning with higher-value tax advisory services.

Scott Cytron

Firm Management July 26, 2023 

By mastering routine tasks and rising above the daily grind, we not only transform our relationship with deadlines, but we also illuminate our strategic value, transcending from our basic duties to becoming vital advisors.

Garrett Wagner

Firm Management July 25, 2023 

Thales Consulting is based in Marquette, Michigan. A total of eight team members will transition to FORVIS, including Thales President Joe Stimac, who will be joining the firm as a director.

Isaac M. O'Bannon

Accounting July 24, 2023 

Kepczyk discusses how Intuit’s own role and use of AI is already helping tax and accounting professionals reconcile accounts, input data, create financial reports, and so much more.

Isaac M. O'Bannon

Accounting July 24, 2023 

Developed by the AICPA's Private Companies Practice Section (PCPS), this comprehensive toolkit empowers firms of all sizes to create a shared vision for the future of their organizations.

Isaac M. O'Bannon

Accounting July 21, 2023 

By service line, audit accounts for the largest number of promotions (40%), followed by tax (28%), advisory (28%), and internal services (4%). 

Isaac M. O'Bannon

July 21, 2023 

By joining forces with NE Paradigm, Siegel Solutions aims to leverage their expertise in strategic marketing, digital advertising, content creation, and brand development.

Isaac M. O'Bannon

Accounting July 20, 2023 

Each person’s AI journey will be different. There is no right and wrong way to use the tools, but there may be better ways that we learn over time.

Randy Johnston

Technology July 20, 2023 

Guided by the Boy Scout motto of always being prepared, I’m writing this column on my “gotta have items” for working anywhere on the road.

Roman Kepczyk

Accounting July 20, 2023 

The Community Collaboration Day saw the Centri team donate 637 hours of time and over $20,000 to local nonprofits across the company’s footprint in Boston, Denver, New York City, Philadelphia, Raleigh, Tampa and Tysons Corner.

Isaac M. O'Bannon

Accounting July 19, 2023 

Keily Blair, who worked at the Big Four firm from 2017 until 2020, succeeds Ami Gan, who is stepping down to pursue new endeavors.

Firm Management July 19, 2023 

Effective Sept. 1, more than 90 shareholders and associates from Clayton & McKervey will join Milwaukee-based Wipfli.

Jason Bramwell