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
Mazars US Appoints Brad Leffler as National Audit Service Leader
Prior to joining Mazars, Leffler was a Partner at a Big Four firm, where he served companies with various ownership structures including private equity-owned, family-owned and those with headquarters overseas.
Top 10 U.S. Accounting Firm to Change Name to FORVIS
The newest entrant among the nation’s Top-10 professional services firms will be called FORVIS. After their merger in February 2022, the accounting firms BKD and DHG jointly announced the change, which will be effective June 1, 2022.
PKF O’Connor Davies Appoints Steve Antico as Inaugural Chief Digital Officer
Antico is responsible for pursuing opportunities to leverage technology and create value from the Firm’s data assets to drive top- and bottom-line growth, scalability and unique data-driven insights. Working closely with the Firm’s C-Suite, and ...
Grant Thornton Adds 4-Day Holiday Weekends, Half-Day Fridays, and Other Perks
The new initiatives are part of the firm’s ongoing efforts to support the well-being of its professionals.
How to Transition from Accountant to Advisor
The beauty of being an advisor is that you can, and should, offer services that interest you and benefit your clients. If your services are profitable but uninteresting, they will not be fulfilling. There are plenty of options to offer services that ...
Building a Next-Gen Sales Tax Practice
Chris Vignone, with 25 years of public and private sector sales tax experience, founded PM Business Advisors to specialize in state and local taxes, federal taxes, and strategic planning. As sales tax issues grew more complex, he saw increasing demand ...
How to Solve Fee and Advisory Services Dilemmas
You’ve probably heard of concierge services in healthcare with boutique medicine, platinum practice, or membership-based care. Accountant concierge services are similar. Instead of billing hourly, clients pay a simple monthly fee, giving them all-year ...
Citrin Cooperman Continues to Expand Government Contracting Practice with Latest Acquisition
For the last 15 years, McNulty has supported many of the leading public sector firms providing services to the U.S. Government. Their team of research analysts, technology experts, pricing and financial analysts, technologists, and parametric modelers ...