Firm Management

Let's explore what it takes to build a successful internal advisory team: from finding your why to identifying the roles ripe for becoming internal advisors.

This release is the latest in Vic.ai’s end-to-end invoice processing solution, which uses AI to automate manually intensive AP tasks and elevate finance and accounting teams.

Join SafeSend as we share ways to help your firm get tax ready and solve pain points around client organizers and source document gathering in the tax workflow process.

The top 20 firm also must make functional changes to its supervisory structure related to its system of quality control.

By streamlining payment processes, reducing administrative costs and gaining insights through enhanced visibility, businesses can enhance financial stability and liquidity.

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the 2023 AICPA Engage conference. The largest annual event by the AICPA, Engage brings together professionals in all areas of practice for education, networking, and other events.

It only takes one breach to destroy a firm’s good reputation, and breaches are stressful and costly to remediate.  Plus, most firms cannot afford the possible FTC penalties for non-compliance.

Defer will lead Woodard’s efforts in providing comprehensive assessments, practice strategy/design, and implementation support to top 200 CPA firms in the United States.