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
Accounting Firm Topel Forman Partners with Avantax for Wealth Management and Financial Planning
Based in Chicago, Topel Forman is a full-service, 120-person public accounting firm whose services include tax, audit and advisory.
5 Mistakes to Avoid When Implementing the New Lease Standard
Simplify your lease accounting implementation by learning from the mistakes of public and international companies that are in their fourth year of following the new lease standard.
NetSuite Helps Businesses Run Better and Support Growth
The latest NetSuite innovations include an AP (accounts payable) automation solution that can increase the accuracy and speed of processing bills and making payments
Five Easy Ways to Keep Client Data Safe
Your clients have put your trust in you and your firm. Make sure that you’re offering the proper safeguards for keeping their data safe.
Financial Preparedness Tips for Hurricane Season
Hurricane Ian threatens tens of millions of people and businesses in Florida and the East Coast with heavy rains, strong winds and flooding as the Category 4 storm is expected to make landfall September 28.
Evolving Global Risk Landscape is Outpacing Organizational Preparedness
The 2022 Global State of Risk Oversight: Managing the Rapidly Evolving Risk Landscape includes insights from a survey of 747 global senior finance and business leaders conducted in 2022.
Your Firm and Your Cloud
You must be thoughtful about your strategy and tactics, carefully choosing your technology stack and where you spend your time.
The Technology Lab Podcast – Review of DoMore – Oct. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review DoMore, a CRM and operations management platform that provides solutions and operational tools that firms and their clients need to succeed.