Advisory

Startups have unique needs and requirements, and startup founders face complex accounting and tax situations such as venture capital due diligence, cash flow management, compensation issues, and more. As CPAs it’s an exciting opportunity to provide ...

Prior to joining Mazars, Leffler was a Partner at a Big Four firm, where he served companies with various ownership structures including private equity-owned, family-owned and those with headquarters overseas.

The newest entrant among the nation’s Top-10 professional services firms will be called FORVIS. After their merger in February 2022, the accounting firms BKD and DHG jointly announced the change, which will be effective June 1, 2022.

Antico is responsible for pursuing opportunities to leverage technology and create value from the Firm’s data assets to drive top- and bottom-line growth, scalability and unique data-driven insights. Working closely with the Firm’s C-Suite, and ...

The new initiatives are part of the firm’s ongoing efforts to support the well-being of its professionals.

The beauty of being an advisor is that you can, and should, offer services that interest you and benefit your clients. If your services are profitable but uninteresting, they will not be fulfilling. There are plenty of options to offer services that ...

Chris Vignone, with 25 years of public and private sector sales tax experience, founded PM Business Advisors to specialize in state and local taxes, federal taxes, and strategic planning. As sales tax issues grew more complex, he saw increasing demand ...

You’ve probably heard of concierge services in healthcare with boutique medicine, platinum practice, or membership-based care. Accountant concierge services are similar. Instead of billing hourly, clients pay a simple monthly fee, giving them all-year ...