Advisory
Latest News
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
Ensuring Success is This Week! Free Online CPE Conference Offers 14 Sessions Dec. 14-15, 2022
The conference is totally free for CPAs, tax professionals, and other professionals, and offers 14 sessions, each worth 1 hour of CPE credit. Several sessions also qualify for IRS CE credit.
3,000+ Accounting Pros Attend Live QB Connect Conference in Vegas: Intuit Announces Big New Features
In-person for the first time since 2019, more than 3,000 accountants, bookkeepers, and developers joined the company at sold-out QuickBooks Connect to build relationships, be ...
Making a Big Impact in Short Order with Tax Services
Research from Cerulli Associates found advisor practices that put a premium on creating client-centric experiences have median client sizes that are 93% larger ...
Client Advisory Services (CAS) Practices See 16% Growth
The survey offers numerous insights about the evolution of CAS offerings and opportunities for future growth.
Creating an Effective Client Intake Process
Despite its importance, few firms put much energy into optimizing their client intake process. They identify their ideal clients, spend time packaging and
Helping Special Needs Families Plan Their Financial Futures
Families may have a million questions about their child’s care, education, residence and employment when they reach adulthood.
FTX Users Can’t Count on Help From the IRS
When market investors suffer losses, they’re often eligible for a tax write-off to soften the blow. FTX users won’t be so lucky.
How Firms Can Move to, or Optimize, Advisory Services
Advisory services are a more fundamental change to the actual services that a firm provides.