Firm Management
Latest News
Carr, Riggs & Ingram Adds ProSport CPA
Review of SuiteFiles – The Accounting Technology Lab Podcast – August 2024
Avalara Adds Generative Chat to Bolster Support and Product Experiences for Customers and Partners
What Can be Done About the Accounting Talent Shortage?
How to Launch People Advisory in Your Practice
Accounting firms across the country are regularly evaluating new opportunities to launch additional services in their practice. Whether it is launching a traditional service like tax, audit or accounting services, or launching complementary services ...
Avantax Completes Acquisition of Headquarters Advisory Group, LLC
Avantax, a provider of tax-focused financial planning, has closed its acquisition of New Jersey-based Headquarters Advisory Group, LLC, with approximately $1.1 billion in total client assets as of June 30, 2021.
Accounting Firms Waste 3,000 Hours Per Year on Bad Client Data
Early and frequent data management saves time on major tasks such as VAT returns and year end accounting.
AICPA Tips to Keep Critical Client Information Safe
Consumers have little faith in businesses to protect their personal and financial information. The recent news of the T-Mobile data breach – which included the names, social security numbers and driver’s license information of millions of Americans ....
The Perfect Client Doesn’t Exist: Finding a Proper Fit Between Firm and Clients
Finding the perfect client is impossible, because the perfect client does not exist. Having been in the accounting field and tax profession for 30+ years, I’ve learned to end my pursuit of chasing clients who deliver their tax documents ahead of time...
Deloitte Launches Climate Learning Program
Deloitte's new climate learning program aims to inform, challenge, and inspire Deloitte people to learn about the impacts of climate change....
RubinBrown Acquires Liberty Technology Advisors
Liberty Technology Advisors has been serving clients in the technology and software consulting industry for over 25 years. The company focuses on working with clients to assess and select ERP and enterprise business software, as well as improve and ...
A Guide to Better Client Communication
In an accounting world obsessed with advisory services, it’s strange that we tend to overlook the foundational aspect of relationships: communication.