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The Holidays Are Full of Potentially Awkward Money Talks
Survey: 72% Worried They Won’t See Social Security Benefits Upon Retirement Age
Holiday Scams to Watch for in 2024
Trump Vows 25% Tariffs on Canada and Mexico, and 10% More on China on ‘Day One’
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.
Rising SOX Compliance Hours and Costs Underscore Need for Technology Enablement
While most organizations continue to spend more hours on their SOX compliance activities year-over-year, “digital leaders,” – those organizations that have higher levels of maturity in the use of technology and innovative practices – have reported ...
REDW Wealth Continues Arizona Strategic Expansion
REDW Wealth LLC, an SEC-registered investment advisory firm subsidiary of REDW LLC, one of the Southwest’s 10 largest certified public accounting and consulting firms, is pleased to announce that Reese Hinton and Robert Papelian, formerly co-owners of Phoenix-based Phoenician Wealth Management, LLC (PWM), have joined REDW Wealth effective May 24th, 2021. While PWM has ceased […]
QuickBooks Online Innovations: What You Need to Know
While you’ve been busy taking care of your clients and possibly getting ready to return to your office, Intuit has been hard at work developing new product features to help make your life and your clients’ lives easier. Here, we’ve included highlights...