Accounting December 19, 2024
The event is free for professionals, thanks to the sponsorship of several leading accounting and tax technology providers. All sessions are NASBA certified for CPE credit, and some sessions are IRS certified for CE credit.
December 27, 2024
December 24, 2024 Sponsored
December 23, 2024
December 19, 2024
December 18, 2024
Financial Planning October 20, 2023
As financial advisors, you will act as a middle ground between the insurance company and the annuitant to facilitate the contract.
Firm Management October 12, 2023
Create communication policies and adopt technologies that will improve the client experience.
Firm Management October 11, 2023
Studies highlighting triumphs are a best-practice marketing method to capture the attention of prospective clients and nurture their conversion to loyal clients.
Mergers and Acquisitions October 11, 2023
The staff and contracts are being absorbed into CohnReznick’s rapidly expanding government advisory practice.
Small Business October 11, 2023
Amid inflation and high interest rates, small businesses are increasingly turning to credit cards for operational and growth expenses.
Advisory October 11, 2023
Often, firms make the mistake of waiting until the 11th hour to start communicating change. This approach leads to rushed messaging, unaddressed concerns and a lack of buy-in.
Financial Planning October 11, 2023
October is National Financial Planning Month, making it the perfect time to consider your family’s future financial well-being, including your decision of whether you need life insurance.
Advisory October 10, 2023
The firm realized revenues of $2.4 billion for the fiscal year ending July 31, 2023, up from approximately $2.3 billion in revenue in 2022.
Accounting October 9, 2023
Most recently, CPA.com partnered with Good.Lab, a provider of ESG software and consulting services, to create a new practice development program.
Advisory October 9, 2023
The study defines “tech anxiety” as the feeling senior leaders have as a result of the rapid pace of advancements in technology that are causing concern when it comes to how their business operates.
Accounting October 5, 2023
Outsourcing can bridge the skills gap, boost productivity, and allow firms to focus on higher-value tasks without the burdens of additional overhead costs.
Advisory October 5, 2023
Mindful communication is the cornerstone of deep client engagement. When practiced, it transforms routine client meetings into profound, trust-building encounters.