Firm Management
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SafeSend Launches New AI-Powered Tools for Tax and Accounting Professionals
How AI Can Help Firm Partners Be Better Growth Builders
AICPA Offers Comments to IRS on Domestic Content Bonus Credit Requirements
CBIZ Reaches Deal to Acquire Fellow Top 15 Firm Marcum
Adams Brown Acquires Kane, Mitchell and Co., LLC
Adams Brown, a leading regional CPA and business advisory firm, acquired Overland Park-based Kane, Mitchell and Co., LLC (KMC) effective December 1, 2021. All eight KMC team members joined Adams Brown with current shareholder, Curt Freking, CPA, ...
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90% of CPAs Say Technology Is Major Hurdle
Of the technology struggles experienced, aside from attempting to learn existing technologies, respondents next ranked identifying new technology to consider implementing as a challenge, followed by cybersecurity and privacy concerns.
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Why You Should Start Offering Financial Services To Your Clients
Offering financial planning services can help your accounting firm grow and thrive. But getting started may feel overwhelming. Thankfully, your firm can partner with an experienced team that offers financial planning services to streamline your success.
Duff & Phelps Welcomes New Managing Director, IP Transfer Pricing Veteran Philippe Penelle
Duff & Phelps, A Kroll Business, the world’s premier provider of valuation, corporate finance, governance, risk and transparency, announced that Philippe Penelle has joined as a managing director based in Los Angeles, California. Penelle leverages over two decades of experience designing, valuing and defending transfer pricing structures on behalf of multinational clients and their counsel. […]
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Is Big Growth Ahead for CPA Firms?
Advances in technology, the pandemic-related shift to a fully digital workplace and rapidly evolving business models are creating huge opportunities for CPA firms – provided they take the necessary steps to stay ahead of the curve, said Erik Asgeirsson.
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CPA Business Funding Portal Adds Term Loan Financing Option for CPA Firms and their Clients
The CPA Business Funding Portal has been a highly effective platform for CPAs and CPA firms assisting clients with government-backed business relief, such as funds distributed through the Small Business Administration’s Paycheck Protection Program (PPP).
Bookgel Launches AI-Assisted Pricing & Closing App for Accountants
Bookgel was developed by Allan Ratafia and Marc Howard, the duo that brought the accounting profession BizPayO, a 3-in-1 web platform for online payments, proposals, and automated Google reviews. From the BizPayO platform, Ratafia and Howard, who ...
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How to Better Monetize Your Business as a Tax Pro
Oftentimes the offering firms have trouble quantifying the most is advisory services. Tax pros give advice continuously to their clients without charging them, writing it off as a one-off case when more times than not those clients come back time ...