Advisory
Latest News
Understanding Employees’ Preferences: The Key to CPA Firms Attracting Top Talent in 2025
2025 Tax Refund Date Estimator – And Last Minute Tax Tips for 2024
IRS Will Phase in $600 1099-K Reporting Threshold in 2026
Review of HubSync – The Accounting Technology Lab Podcast – Nov. 2024
FreshBooks Joins Ingram Micro’s Cloud Marketplace
FreshBooks’ software is designed for businesses that sell their time and expertise, particularly marketing, digital and design consultancies, business advisory and legal firms, IT professionals, web developers, and trades & construction companies, to ...
New AI White Papers for CPAs Explore Evolving Role in the Audit
With Artificial Intelligence (AI) increasingly impacting business and auditors, Chartered Professional Accountants of Canada (CPA Canada) and the American Institute of CPAs (AICPA) have partnered to produce two new white papers on the topic.
Estate Planning in an Abnormal Time
While no one can predict how long the current environment will last, practitioners are in a unique situation to advise their clients on how they might take advantage of current gift and estate planning opportunities.
BDO Acquires Nevada Accounting Firm PBTK
BDO USA, LLP, one of the nation’s leading accounting and advisory firms, has acquired the firm of Piercy Bowler Taylor & Kern, CPAs (PBTK), which serves clients in Las Vegas, Reno and Salt Lake City. The arrangement is subject to customary closing conditions and is expected to be completed on July 1. The firm’s nine […]
7 Steps to Safely Reopening Your Firm’s Office During a Pandemic
This is complicated stuff. There are federal, state, and local regulations to consider. The health and well-being of your employees is your top concern, obviously, but you also have to consider the health of your clients, your team's access to protective equipment, and your own legal liabilities.
Advisory in the Age of Coronavirus
With clients scrambling to find the best way forward under immensely difficult circumstances, it’s important to do everything possible to help guide them through the process. Nobody has gone through anything like a pandemic before, so everyone is ...
Accounting Firms Prepare for the ‘New Normal’ with New Practice Areas
As we’re all aware, CFOs wear many different hats, and a CFO advisory practice reflects this variety. Tailored services include: executive guidance (strategic planning, financial planning, budgeting, modeling, forecasting and reporting); tax consulting; a
How to Implement an Effective Value Based Engagement System
If it were as easy as flipping a switch everyone would have done it already, and then I’d be writing about something way less interesting like the state of affairs with revenue recognition. But the transition to Value Based Engagements isn’t quite that...