June 25, 2018
To lay the foundation for its growth plan, WBWS has hired professionals across multiple disciplines in recent months, such as law, tax, accounting and marketing, to increase its expertise and capacity to provide holistic wealth management services, as ...
April 24, 2018
Every business has a unique set of needs when it comes to selecting service providers. For example, depending on the size of the company or the specific matter at hand, there are a variety of options to think about when choosing a firm to handle your ...
February 5, 2018
That national accounting and advisory firm of BDO USA, LLP has expanded its healthcare advisory services practice through the acquisition of the consulting division of PBC Advisors.
January 29, 2018
ProfitCents University is designed to guide CPAs and accounting professionals through a step-by-step transition from a focus on compliance services, such as tax and audit, to higher-profit advisory work and value-added services. Accounting profession ...
January 24, 2018
In just four years, CohnReznick’s Transactional Advisory Practice has grown to more than 30 dedicated Transactional Advisory Professionals, including five Partners and now, four Managing Directors, in cities across the U.S. including, Boston, Chicago, ...
January 23, 2018
Your cheese is moving. You’d have to be living under a rock to not be aware how much of a leap forward we took as a profession in 2017. From technology to process, talent development to growth strategy – many firms underwent not just minor change but ...
December 6, 2017
In the study, 61% of firms had per-client revenues of $5,500 per year, showing that investing in advisory services has become a large source of revenue for firms.
August 15, 2017
According to Audit Analytics, there were a total of 64 IPOs in U.S. markets between April 1st and June 30th, of which 27 were non-Big Four clients. Thus far in 2017, the overall amount raised has surpassed all of 2016 by $3 billion and the total ...
July 31, 2017
Creating and maintaining consistent cash flow in a law firm is an ongoing effort, from initial client engagement to following up with past-due accounts. Determining the ‘why’ when your clients don’t pay on time can reveal where and how you need to ...
June 15, 2017
Most accountants didn’t go to school for sales, marketing or business development, yet these non-technical, soft skills have become an essential part of the professional’s role, especially for those who are on the partner track.
May 23, 2017
The guide helps CPAs provide a new assurance service to examine and report on a client’s description of its cybersecurity risk management program. The resulting report will help clients demonstrate to stakeholders, customers, vendors and others that ...
April 18, 2017
Did you know that 93% of small businesses value accountants as their source of business advice? But as technology forges a new path for businesses and entrepreneurs, accounting professionals are looking to switch up their services and tap into a new ...