Advisory
Latest...
New Tax Scam Targets Clean Energy Tax Credit
Fewer Workers Planning to Change Jobs
Oklahoma Taxpayers Get Extended Deadline Due to Storms
California Gas Tax Increases
Pandemic Pivots for the Tax and Accounting Profession
As tax professionals the last 18 months have taught us so much about the industry and our profession. Most importantly, it’s shown us that change is inevitable – and often unexpected – and our clients’ needs are ever-evolving.
Is Big Growth Ahead for CPA Firms?
Advances in technology, the pandemic-related shift to a fully digital workplace and rapidly evolving business models are creating huge opportunities for CPA firms – provided they take the necessary steps to stay ahead of the curve, said Erik Asgeirsson.
CPA Business Funding Portal Adds Term Loan Financing Option for CPA Firms and their Clients
The CPA Business Funding Portal has been a highly effective platform for CPAs and CPA firms assisting clients with government-backed business relief, such as funds distributed through the Small Business Administration’s Paycheck Protection Program (PPP).
How to Better Monetize Your Business as a Tax Pro
Oftentimes the offering firms have trouble quantifying the most is advisory services. Tax pros give advice continuously to their clients without charging them, writing it off as a one-off case when more times than not those clients come back time ...
AICPA News – Dec. 2021
AICPA News is a roundup of recent announcements from the institute.
Gearing Up for Tax Season
According to a survey, finding qualified staff was the top issue for every firm-size segment except sole practitioners, and most expect staffing to continue being a top issue in the next five years.
Canopy Receives $35 Million in Funding
Canopy, a cloud-based practice management platform for accounting professionals, has received $35 million in Series BB funding, led by Ten Coves Capital along with significant investments from current investors NewView Capital, Pelion Partners, Tenaya ...
Client 2.0 – How to Meet Your Clients’ Next Needs
Your clients that survived the pandemic did so by pivoting, adapting and downright changing in ways they may have never expected. While their core model or values may be the same, there’s something new about them, influenced by their experiences over ...