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Taxbit Unveils New Global Tax Reporting Platform
April Launches New Tax Filing Solution to Tackle Complex Financial Situations
Sovos Introduces 1099 Professional For SMBs
Vero AI Launches Iris GRC
3 Secrets to Ensure Successful (and Profitable) Client Meetings
We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still (and will likely always be) a mainstay component of a firm’s business model. And now well into busy season—the […]
3 Secrets to Ensure Successful (and Profitable) Client Meetings
We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still ...
Top 20 CPA and Advisory Firm Carr, Riggs & Ingram (CRI) Welcomes 17 New Partners
“At CRI, we recognize the capacity in which we are considered leaders in our profession and we have not only the staff but also the partner group to reflect that. We understand the direction that our industry is headed and are constantly looking to ... "
Debunking the Top 10 Myths about Client Advisory Services – eBook
Download this FREE eBook to take a closer look at the myths around advisory services and how you can move past them for the betterment of your firm and your clients.
BDO Launches New Digital Advisory Business
For the middle market, digital disruption is both an existential threat and an unprecedented opportunity. It’s a new world order of increasing connectivity, complexity and risk, one that no business can ignore...
2019 Year-End Tax Planning Tips for Individual Clients
As the year winds to a close, tax professionals have the opportunity to look at their clients’ tax situations to identify tax savings or deferral options that may help decrease their tax liability.
Furever Bookkeeping Expanding Virtual CFO, Outsourced Controller, Strategic Business Advisor & Virtual Advisory Services
Furever Bookkeeping announcing expansion of their in-house CPA backed, advisory CFO services platform including: expert virtual CFO, outsourced Controller and virtual advisory services for business owners, giving their clients the single most financial...
How to Get Started with Client Accounting Services
Traditional compliance services like taxes and audits have long been the bread and butter of many accounting practices. However, clients are increasingly requesting new services beyond that scope such as bookkeeping, payroll, and advisory-level collaboration. Firms eager to create new revenue streams and stronger ties with clients respond by expanding services and adopting technology that […]