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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
Jim Peko to Lead Grant Thornton’s National Advisory Services Practice
Grant Thornton LLP has named Jim Peko as the national managing principal of its Advisory Services practice. In this role, he will oversee the strategic direction and operations of the firm’s advisory-services offerings.
Leveraging the Four Cs to Automation and Advisory
When we ask practitioners why they continue to focus their efforts on transactional and compliance services, we find that most feel they don’t feel comfortable providing performance- and strategic-based advisory services because their experience and ...
3 Tips to Organize and Strengthen Your Client Relationships this Summer
As we become a more technologically advanced society, the high value we place on human interaction has surprisingly remained intact. That’s why now more than ever, many financial companies are integrating human-centered strategies into their business models. From Capital One introducing banking cafes to CPA firms providing more face-to-face advisor experiences, the human touch has […]
Focus on the Digital Client Experience and the Revenue Will Follow
A combination of technology and process can provide powerful tools for your team and clients, but the overall mindset within your firm is also critical. Leaders must prioritize making clients’ lives easier and focus on continuous improvement.
4 Keys to Providing Accounting Services to Auto Repair Clients
One of my favorite types of businesses to work with, as a bookkeeper, are auto repair shops. Since the first client of Kildal Services was a repair shop - and actually still IS a client - I have a special place in my nerdy accounting heart for them.
New York Accounting Firm Launches Cannabis and Hemp Advisory Practice
The Cannabis and Hemp Advisory practice will provide counsel and support to existing businesses, start-ups, and ancillary service providers within the cannabis industry, especially in the areas of: tax planning; compliance with ...
In Search of Technology for Your Firm or Your Clients?
3346 It’s no secret that technology has continued to become a critical component of our lives, both professionally and personally. For small businesses (and even for most of us in our personal lives), keeping up with ever-changing trends and recognizing what tools and products are actually going to help us become more efficient and effective […]
Marcum Leads Accounting Industry with Most Net New SEC Clients in 2018
Marcum LLP led the accounting industry with more net new SEC clients in 2018 than any other U.S. accounting firm, according to Audit Analytics. Marcum finished the year with a net gain of 31 SEC registrants, outperforming all Big 4 accounting firms, ...