Advisory

A strong CAAS practice includes three elements: people, processes, and technology. Hopefully, you’ve established a strong internal team with efficient training and processes already. The third and equally critical element to the success of a thriving ...

The path to advisory services is a journey that is likely a multi-year adventure for firms to test out the process with their clients and continue building and scaling year-over-year. A lot of firms already offer one-off planning advice to clients ...

With the nature of accountants’ work skewing toward ‘very busy’ each year-end and in the spring, finding new revenue opportunities is understandably pushed to the bottom of an accountant’s priority list until the slower summer months. Don’t let the ...

The Information Technology Alliance (ITA), an independent membership association of leading mid-market technology professionals, consultants and product/service providers in North America, continued to expand its Client Accounting Services (CAS) track ...

Environmental, social and governance (ESG) initiatives are some of the most important topics discussed in boardrooms today. However, when ESG programs are not implemented correctly, organizations can quickly find themselves enmeshed in a maelstrom of ...

During his acceptance speech at ICPAS’ Leadership Recognition and Awards Dinner on June 9, 2022, Mandigo shared his interesting career path and thanked many for their support: “I am deeply honored to be included among those amazing and distinguished ...

As part of the New York State Society of CPAs (NYSSCPA) annual awards program, aimed at honoring CPA members who have impacted the profession through their expertise or volunteerism in their careers and/or community, eight members have been announced ...

Moore Global, one of the world’s leading accountancy and advisory networks, has announced its 2021 annual results; confirming 14% growth and $3.56 billion in revenue across the global network. The organization, which was rated the fastest growing advisory network amongst the top 25 networks, has seen impressive development in its audit and assurance services, achieving […]