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Lili Launches Lili Connect for Small Business Financial Management
KSM Adds Shanholt Glassman Klein Kramer in New York
LGA Merges in Abbott & Co.
Lovesac to Pay SEC $1.5 Million to Settle Claims of Hidden Expenses
Why Proactive Planning is More Important Than Ever
The COVID-19 pandemic is causing many finance and accounting executives, including your clients, to rethink their budgets, implement cost-saving measures, and reinforce their budgeting and forecasting, with a focus on proactive planning. Proactive planning is the process of budgeting and re-forecasting based on real-time operational data and market dynamics. It involves visualizing the path the […]
Report Shows State of Accounts Payable for CFOs and AP Professionals
Transcepta’s Vice President of Corporate Strategy Shan Haq hosted a webinar, with Ardent Partners’ Vice President of Research Bob Cohen as a guest speaker, that broke down and discussed the significance of survey results in the recently ...
2021 Financial Planning? Three Unexpected Tax Saving Actions to Take
The pandemic has impacted many influential tax rules. At the same time, the new presidential administration has implemented additional changes, making tax planning even more challenging.
BDO Acquires Digital Marketing Strategy Firm DemandGen
Dedicated to meeting the specific needs of the middle market and enterprise clients as they navigate disruption, BDO Digital offers clients a holistic portfolio of technology and transformation strategy capabilities, tailored by ....
The Tops Skills Financial Planners Need to Succeed
The pandemic has presented challenges to planning firms and clients alike. Earlier this year, thought leaders in the financial planning space gathered online for the AICPA’s 2021 Personal Financial Planning (PFP) Summit to discuss best practices for ...
Inovautus, AAM Release Results of Growth Survey of Accounting Firms
Inovautus Consulting, LLC and the Association for Accounting Marketing have released the results of the 2021 Growth Survey for Accounting Firms. The survey takes an annual pulse check on the state of marketing and growth across the accounting firm ...
Baker Newman Noyes Names Two New Principals
Baker Newman Noyes (BNN), a nationally recognized, top 100 tax, assurance, and advisory firm, has announced the promotions of Denis Houle and Josh Lapierre to principal. Houle has been promoted in the firm’s healthcare advisory group and ...
Get Off the Hackers’ Hit List: Evolving Competencies for Finance Firms Today
Almost from the outset of the pandemic, financial services organizations found themselves near the top of hackers' hit lists. And, at least in a few crucial respects, it's not so hard to see why. Reams of personal and financial data.