Advisory

These updates incorporate the best practices and approaches that have emerged over the last two years of the COVID-19 pandemic into the program, which remains among the most flexible in the profession. These updates are designed to maximize the ...

Serve your clients in productive ways, get more business, and free up your time to focus on improving your firm. Who wouldn’t want this for their business?

Initial data for 2021 shows a marked improvement in the economic and business outlook. The study’s early goodwill impairment figures indicate the top 10 events for 2021 only reached a combined $5 bn, less than one-tenth of the top 10 amount of ...

Adams is a native of Hartley, Iowa. She graduated from Drake University and earned her CPA certificate in 1981. After starting her career in public accounting, she spent more than 25 years in the

One way you can offer more value to your clients starting today is by providing them cost segregation studies. Cost segregation is an accounting method that recognizes the fact that a building depreciates, or loses value, over time due to everyday wear...

Overall, the survey found three in four respondents (75%) that sponsor a DC plan made a change to their plan in the last two years and expect to make at least one change over the next two years. An additional 14% of sponsors that didn’t make a change ...

Having a clear client communication policy is often forgotten as a part of the engagement. Everyone needs to understand the client’s part, the firm’s part, and the collaborative part. Communication policies help your firm achieve this goal. If your firm h

The merger brings together two strong and innovative organizations. Founded in 2002, Summit has been the pioneer of remote work in the accounting industry since 2013. By offering virtual CFO services including cash flow management, business tax ...