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Forvis Mazars Gives Back to Communities During IMPACT Days
interVal Unveils Business Overview Dashboard Tool
Intelligize Adds AI Solution for SEC Filing Analysis
The new comprehensive document management solution from IRIS
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An Accountant’s Checklist for Client Meetings
Building relationships with your accounting clients requires trust, rapport and an atmosphere for open dialogue. Many accounting firms use a checklist to prepare for client meetings and to facilitate information exchange. Here are some questions that many accountants who are clients of Sageworks have found helpful when interacting with their business clients.
How Accounting Firms Can Become Their Clients’ Most Trusted Advisors
If you could plant a seed this busy season that would help you grow your business the rest of the year, would you do it?
Two at Ernst & Young Recognized as Rising Stars
Anthony Carmello and Anthony Swanson named winners in Leadership and Strategy Consulting categories, respectively.
AICPA and CPA Canada Team Up On Forensic Advisory Services
New agreement gives CPAs in both countries access to same resources, credentials in rapidly growing, highly specialized practice areas.
How to Enhance Client Relationships, Even During Busy Season
Accountants, especially during busy season, have significant demands on their time, so it's critical to understand how to balance a desire to develop deeper client relationships and work-related time constraints.
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System Puts Gathering Client Tax Documents on Auto Pilot
It’s the just the beginning of tax season, but most tax professionals likely already have a digital pile of client returns that are “in progress,” and will likely remain that way for weeks or months. Not because the firm hasn’t gotten to them yet, but probably because they are still waiting on clients to send them additional documents.
IRS Names New Members of Electronic Tax Admin Advisory Committee
The Internal Revenue Service has announced the selection of three new members and a chairperson to the Electronic Tax Administration Advisory Committee (ETAAC).
Information Technology Alliance Announces New Members
The Information Technology Alliance recently announced new members this week during the annual ITA Fall Collaborative. The organization is an independent professional association comprised of most of the nation’s top 30 accounting firms, premier technology consultants and leading technology vendors serving the accounting profession.