Firm Management

Navan helps firms standardize spend management with dynamic spend policies, real-time transaction feeds, and direct GL integrations, including NetSuite, QuickBooks, and Xero.

Succession planning is a crucial element in the strategic management of any organization, and CPA firms are no exception. As a business built on expertise, relationships and trust, your firm can face unique challenges when it comes to transitioning leadership.

The outlook couldn't be brighter with new opportunities, technologies, challenges, and clients looking to take advantage of your service offerings.

The combination of the two Allinial Global member firms comes at a time when Atlanta-based KNAV is boosting its global presence.

The deal will enhance Plainview, NY-based ZBS's portfolio and expands its service offerings to a broader base of clients.

While Google and Meta presently have a firm hold on the top spots in the digital advertising world, that all might change with the case the DOJ is bringing forward.

With artificial intelligence and automation reshaping our profession, it's easy to feel like we're caught in an influx of change. But this transformation isn't just about technology. It's an opportunity to redefine what success looks like for us professionally and personally.

Make sure that your firm’s leadership team is fully committed to the succession planning process. This includes allocating the necessary resources and prioritizing succession planning as a strategic initiative.