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
The Perfect Client Doesn’t Exist: Finding a Proper Fit Between Firm and Clients
Finding the perfect client is impossible, because the perfect client does not exist. Having been in the accounting field and tax profession for 30+ years, I’ve learned to end my pursuit of chasing clients who deliver their tax documents ahead of time...
RubinBrown Acquires Liberty Technology Advisors
Liberty Technology Advisors has been serving clients in the technology and software consulting industry for over 25 years. The company focuses on working with clients to assess and select ERP and enterprise business software, as well as improve and ...
AICPA News – August 2021
AICPA News is a round-up of recent announcements from the association.
A Guide to Better Client Communication
In an accounting world obsessed with advisory services, it’s strange that we tend to overlook the foundational aspect of relationships: communication.
Nathan Wechsler Announces New Promotions
The regional accounting firm of Nathan Wechsler & Company, PA has announced the promotions of Marissa St. Onge, Callie Chase, and Brady Wentworth. Previously a senior, St. Onge steps into the role of supervising senior. Chase and Wentworth both move ...
Baker Newman Noyes Announces 18 Senior Promotions
Baker Newman Noyes (BNN), a nationally recognized top 100 accounting and advisory firm, is excited to announce 18 senior-level promotions in its Manchester, NH, Portsmouth, NH, Woburn, MA, Boston, MA, and Portland, ME, offices.
Baker Tilly Expands in New York with Acquisition of Margolin, Winer & Evens
Margolin, Winer & Evens has been serving New York clients and the greater metro area for 75 years. Their industry expertise in real estate and manufacturing is a great match with Baker Tilly’s national practices and local teams.
Illinois CPA Society Presents 2021 Lester H. McKeever Jr. Advancing Diversity Awards
Each year, these awards—which are named in honor of McKeever, the 61st Black CPA to be licensed in the United States and a passionate civic leader, advocate for greater diversity in the accounting profession, and a founding member of the CPA Endowment ...