Advisory

By now, most tax preparers are aware they need to comply with the FTC Safeguards Rule and IRS Publication 4557.  Failure to do so could result in stiff penalties.

Small- and medium-sized businesses (SMBs) are looking to invest $10,000 more in their suite of technology solutions this year than they were in 2022, a new study finds.

As a tax and accounting professional, you will encounter clients who require guidance regarding investing in cryptocurrencies and digital assets.

Unlike in February when the firm let go of 2% of its workforce, mostly in advisory, these job cuts will impact tax and audit.

“As a Cherished Advisor, you become a strategic partner that each business appreciates, highly values, and can’t imagine living without. This changes our role with our clients from reactive to proactive.”

Let's explore what it takes to build a successful internal advisory team: from finding your why to identifying the roles ripe for becoming internal advisors.

This release is the latest in Vic.ai’s end-to-end invoice processing solution, which uses AI to automate manually intensive AP tasks and elevate finance and accounting teams.

Just 43% of Americans say they are comfortable with the level of emergency savings they currently have, including 28% who are somewhat comfortable and 15% who are very comfortable.