Advisory
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Zone & Co Launches ZoneBilling AI Assistant
IRS Extends Tax Deadlines Until May For Helene Victims
Avantax Acquires SEP Financial Services
Sovos Launches Indirect Tax Suite for SAP, Enhances Clean Core Readiness
Edge Marketing Partners with Khoo Consulting for Diversity, Equity and Inclusion
Edge Marketing, Inc. a Minneapolis-based public relations and marketing firm serving the needs of businesses and firms in the legal and accounting industries, today announced its new partnership with Khoo Consulting.
Rehmann Wins ClearlyRated’s 2021 Best of Accounting Diamond Award for Service Excellence
Rehmann also received a Net Promoter Score of 80 for businesses and 76 for private households in 2020. The ratings provided by clients give a comprehensive view into the high-quality service the firm provides. According to program organizers, Best of ...
Putting Clients First: Understanding the New Normal
Address client needs in a changing world
Growing Your Practice with Advisory Services
The five key ingredients for success
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Marks Paneth Launches Leadership Academy Program Designed to Help Develop Future Leaders
The accounting, tax and advisory firm Marks Paneth LLP has launched the firm’s first annual Leadership Academy, a year-long comprehensive leadership program offered to supervisory-level staff and managers.
Fourlane Creates Scholarship Fund for College Students Interested in Software Development, Financial Management, or Managed Services
Instead of focusing on tax or audit, for example, scholarships are intended for students who are interested in financial strategy and creativity, automation, and accounting software implementation, as well as leveraging data to make informed decisions.
FPA Members Increased One-on-One Pro Bono Engagements by 7% in 2020
The FPA Pro Bono Program connects passionate financial planning practitioners to individuals, families and communities in need. In 2020, nearly 50 FPA chapters and more than 1,000 FPA members delivered 14,750 hours of pro bono financial advice.
Most Tax Pros See Their Future in Advisory, According to Survey
Many of the professionals surveyed noted that they were forced into a de facto business advisor role during the onset of the pandemic, as clients sought advice about everything from applying for Paycheck Protection Program loans to how to manage their ...