Advisory

Avantax, a provider of tax-focused financial planning, has closed its acquisition of New Jersey-based Headquarters Advisory Group, LLC, with approximately $1.1 billion in total client assets as of June 30, 2021.

“What is most important to you today?” By asking your clients what’s on their minds today, you can tackle head on their most pressing problems first.

Finding the perfect client is impossible, because the perfect client does not exist. Having been in the accounting field and tax profession for 30+ years, I’ve learned to end my pursuit of chasing clients who deliver their tax documents ahead of time...

Liberty Technology Advisors has been serving clients in the technology and software consulting industry for over 25 years. The company focuses on working with clients to assess and select ERP and enterprise business software, as well as improve and ...

AICPA News is a round-up of recent announcements from the association.

In an accounting world obsessed with advisory services, it’s strange that we tend to overlook the foundational aspect of relationships: communication.

The regional accounting firm of Nathan Wechsler & Company, PA has announced the promotions of Marissa St. Onge, Callie Chase, and Brady Wentworth. Previously a senior, St. Onge steps into the role of supervising senior. Chase and Wentworth both move ...

Baker Newman Noyes (BNN), a nationally recognized top 100 accounting and advisory firm, is excited to announce 18 senior-level promotions in its Manchester, NH, Portsmouth, NH, Woburn, MA, Boston, MA, and Portland, ME, offices.