Advisory
Latest News
KPMG to Cut Audit Staff By About 4%
Checklist: Ensure your firm’s success this upcoming tax season
CBIZ Completes Marcum Acquisition
Bloomberg Tax Partners with Specialized Tax and Expense Solutions
Moss Adams Acquires The Cadence Group
Moss Adams, one of the largest accounting, consulting and wealth management firms in the nation, has agreed to acquire The Cadence Group, a risk management and advisory firm. Effective August 1, 2021, 75 professionals from The Cadence Group, including ...
AI’s Growing Influence Over CPA Services
With change to any industry comes new opportunities and threats. How you and your firm navigate the pros and cons of innovation will ultimately determine your success.
ETAAC Delivers 2021 Annual Report to Congress and IRS
The Electronic Tax Administration Advisory Committee (ETAAC) has released its annual report to Congress, featuring 10 recommendations with a focus on the prevention of identity theft and refund fraud.
Do Your Clients Need a Mid-Year Tax Checkup?
CPA tax advisors are in a unique position as financial physicians. Now is an ideal time to be proactive and contact clients who might be in need of a mid-year financial check-up. With potentially significant changes to the tax landscape looming, we ...
Cannabis Accounting: What Your Clients Need to Know
Because so many new cannabis business owners have lots of questions I've pulled together the common ones I hear so you can help prospective clients understand the ways accounting professionals can support their businesses.
Pros on the Move – June 2022
Professionals on the Move is a round-up of recent promotions, staffing changes, and achievements in the profession.
6 Effective Strategies for CPAs to Build Trust with Clients
The nature of accounting professionals’ services is constantly changing in today’s world. This creates a need for trust, relationships, and professional ethics that have never been greater.
Creating a Better Client Experience Through a Better (AI-Powered) Work-to-Cash Cycle
Clients want a better billing experience. With AI-powered billing, you have the ability to make that billing experience delightful rather than dreadful – yes, delightful. In the process, you’ll measurably improve your firm’s financial health.