Accounting May 2, 2023
Real-Time Insights are Key to a Trusted Advisor’s Role
An overwhelming majority of accountants attribute their clients’ business success to real-time financial data.
Taxes May 2, 2023
Tax Rep Network to Present The Practitioner’s Advisory Summit Free Virtual Conference June 14, 2023 Sponsored by Intuit
The Summit agenda features key thought leaders discussing all aspects of advisory services including reviewing the current state of advisory services.
Accounting April 26, 2023
Forvis Launches Nonprofit Advisory Services Practice in Arizona Market
FORVIS has expanded its nonprofit advisory services practice to the Arizona market with the addition of Pete Finley.
Firm Management April 24, 2023
Deloitte U.S. to Trim Risk and Financial Advisory Staff by 3%
Overall, the Big Four firm will be letting go of roughly 1,200 employees, or 1.5% of its 80,000-person U.S. workforce.
Firm Management April 21, 2023
How Offering Financial Planning Can Enhance Your Credibility as an Accountant
When you offer a wide range of financial services, like financial planning, you serve as a one-stop shop for your client’s financial needs.
Firm Management April 18, 2023
EY is Laying Off 3,000 Employees in the U.S.
The job cuts come less than a week after EY shelved a yearlong plan to restructure the firm globally.
April 11, 2023
The Technology Lab Podcast – Review of Microsoft Power Query – April 2023
Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA review Microsoft Power Query, Microsoft’s Data Connectivity and Data Preparation technology.
March 29, 2023 Sponsored
How to Know it’s the Right Time to Move Clients to QuickBooks Online Advanced
You want your clients to have a seamless experience you can manage and the client can use with ease, while also using the data to help the client grow their business.
Taxes March 28, 2023
Top Reasons to Switch to Advisory Services and the Tools to Get You There
Many firms that offer advisory services see a positive impact on relationships with clients, financial growth, and more.
Taxes March 27, 2023
How Client Conversations Can Turn Tax Season Into Opportunity Season
This offers ideal opportunities to strengthen client relationships and even potentially put better processes and procedures in place ahead of next year’s tax season.
Advisory March 10, 2023
How Firms Can Use Payroll to Build Trust with Clients
Having insights into payroll also can allow accountants better insight into tax credits that clients may qualify for.
Advisory February 28, 2023
How to Set Fees for Advisory Services Engagements
You already know that hourly billing is archaic, punishes you for being efficient, limits your earning potential, and is generally a terrible idea.