Advisory

A new survey of the top financial leaders in America's businesses shows that they are becoming more strategic in their decision-making, and also relying more on financial planning when developing and guiding their corporate strategy.

David Cranford, CPA, a 25-year veteran in health care finances, has become a principal in the Decosimo accounting firm specializing in health care.

With home ownership, job opportunity and retirement security in decline, an Allstate/National Journal Heartland Monitor poll shows that most Americans agree with what the experts have said. Seven in 10 think that tomorrow’s adults – today’s kids – will have less financial security than adults today.

Since cloud-based audit, compliance, and risk management provider ACL first introduced its ACL GRC system in May 2013, the company has achieved several major milestones, including the expansion of its global footprint, rapid increase of new customer engagements, and recognition by industry leaders.

Building relationships with your accounting clients requires trust, rapport and an atmosphere for open dialogue. Many accounting firms use a checklist to prepare for client meetings and to facilitate information exchange. Here are some questions that many accountants who are clients of Sageworks have found helpful when interacting with their business clients.

Mobile credit card acceptance vendor Square has launched a new software partner platform that includes integration with Xero and QuickBooks. The collaboration is focused on building new applications that complement Square’s set of business services.

A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.

The new new global integration framework can give businesses more accurate and efficient process for ensuring tax policies and reports are maintained and easily accessible everywhere they do business.