Advisory

Jose Zavala ZTX

December 21, 2020 

Jose Zavala – 2020 40 Under 40 Honoree

Jose Zavala – 2020 40 Under 40 Honoree CEO/Founder – ZTX Advisorshttps://ztxadvisors.com President of the LatinX Training Centers. Director of US for Contabi Alliance, Xero Ambassador, 2021 NAHREP Houston Treasurer. Career highlights: June 2017 started my own firm.  Became a Local Xero Ambassador, achieved gold partner status with Xero, launched an accounting podcast, helped launch...…

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December 21, 2020 

Dr. Sean Stein Smith, CPA, CMA, CGMA, CFE – 2020 40 Under 40 Honoree

Dr. Sean Stein Smith, CPA, CMA, CGMA, CFE – 2020 “40 Under 40” Honoree Professor – City University of New York, Lehman Collegehttps://www.lehman.edu/academics/economics-business/faculty-steinsmith.php Founder and Executive Director – Institute for Blockchain & Cryptoasset Researchhttps://www.ibcr.info/ Career Highlights Dr. Sean Stein Smith is an assistant professor of Accounting in the Economics and Business Department at Lehman College....…

CLA Logo 2021

December 17, 2020 

CLA Acquires Accounting Firm BlumShapiro

Top 100 accounting firm Blum, Shapiro & Company, P.C. has been acquired by CliftonLarsonAllen LLP. The staff of BlumShapiro's intend to join CLA on January 1, 2021.

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December 11, 2020 

Finding Growth Opportunities in Challenging Times – Increasing Client Interest in New Services

,” which identified the services clients most valued from their accountants. The report was based on survey responses of more than 650 accountants and business professionals across the country. Growing as an accounting firm requires identifying and understanding the services your client base most wants and needs. Among small businesses, the biggest pain points consistently...…

Jeannie Ruesch

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December 11, 2020 

Building a Trusted Advisor Toolbox

Technology is commoditizing traditional accounting firm services, decreasing billable hours and motivating firms to build their advisory and consulting service offerings. But making this leap requires a different set of tools than those used for ...

Sandra Wiley

eisner-amper

December 11, 2020 

Accounting Firm EisnerAmper Opens New Headquarters in NYC

EisnerAmper worked with the award-winning architectural firm, FCA (Francis Cauffman Architects) to design a collaborative workspace featuring flexibility; hospitality; responsible design; leading-edge technology; and plenty of wellness space to enhance...

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December 9, 2020 

How Can CPAs Adapt to Changing Client Needs?

Accounting firms must embrace new technology to continue to enhance their value for clients. In a recent survey, 66 percent of accountants said their firms needed to utilize technology more to compete. Advances in technology can provide new ...

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December 8, 2020 

Tax Season Preparation Best Practices for 2020

The people in your firm will determine the success or failure of your business. They are your most important asset. Yet, a bad hire can drive away clients and poison morale. My team is important, and while I intentionally invest my time and money in ...