Advisory
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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
CAQ Issues Request for Auditing-Related Academic Research Proposals
The Center for Audit Quality (CAQ) has issued its 11th annual request for proposals to fund independent academic research on projects of interest to the auditing profession. To date, the CAQ has funded 39 academic research projects under the ...
Rootworks Helps CPA Firms Offer Business Advisor Services to Clients
Business Foundation Services represent an advisory engagement that provides a firm’s clients with the basics of a new business launch—from entity type and retirement plan selection to accounting software setup and training.
Year-End Services to Offer Your Business Clients
This is the time of year that lists are made (and checked twice). It’s also a great time for CPAs to consult with clients and offer much-needed year-end advice. Here’s a year-end checklist for critical end-of-year tasks to get your clients in top shape...
5 Keys to Success in Value Pricing
Value pricing is a way of billing a client for services provided based on the value of the service (or advice) instead of the number of hours spent. Consider one of your clients calls for tax advice on how to structure a real estate transaction.
Bermuda Accounting Firm Joins BKR
AAL provides numerous bespoke advisory and financial solutions. The firm, which includes three partners, specializes in corporate services, trusts and estates, investment managers and advisors, alternative investment funds, family offices ...
Brown Smith Wallace Becomes First St. Louis Company to Achieve HITRUST CSF Assessor Designation
The HITRUST Alliance is a not-for-profit organization whose mission is to champion programs that safeguard sensitive information and manage information risk for organizations across all industries and throughout the third-party supply chain.
November 2018 Firm Management Channel
5 Types of Clients CPA Firms Should Avoid By Cathy Whitley and Mark Walicki. Emily Ryan was a hard-working CPA who in the early days of her career began doing the tax work of an up-and-coming actor.* Over time this actor became a big star nationally but continued to stay connected with those who had […]
IRS Advisory Council Issues 2018 Report
The IRSAC is a federal advisory committee that provides an organized public forum for discussion of relevant tax administration issues between IRS officials and representatives of the public. IRSAC members offer constructive observations regarding ...