CAS

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

Avantax, a developer of tax-focused financial planning solutions, has agreed to acquire New Jersey-based Headquarters Advisory Group, LLC, with approximately $1.1 billion in total client assets as of June 30, 2021.

Pundits in the profession continue to promote the thinking that audit and tax compliance are gone and that your firm needs to pick a new service line to survive. But, did you look at your firm’s financial success last year? And the year before that?

As the oldest and largest independent provider of cost segregation studies in the country, MS Consultants has completed more than 20,000 studies for property owners in its 25-year history. MS Consultants’ team boasts more than 250 years of combined ...

Few topics are as near and dear to me as Client Advisory Services. Those of you who have followed both my teaching career around the world for decades, and this column for almost 20 years, know that I’ve tried to bring you the latest in software and ...

It’s time to stop measuring success by how many tax returns you have completed, and start measuring against the growth your clients have had since working with you. Advisory services is more about helping solve financial problems that keep clients up ...

Prior to starting or expanding client advisory services, you may want to perform a quick check-up of your existing technology. While automation is always important for CPA firms in general, it becomes a vital component when you begin to offer ...

If you’re looking for ways to expand your practice, adding advisory services is a great place to start. When coupled with annual tax planning and preparation services, the addition of advisory services can benefit both your clients and your firm...