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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
Avantax Completes Acquisition of Headquarters Advisory Group, LLC
Avantax, a provider of tax-focused financial planning, has closed its acquisition of New Jersey-based Headquarters Advisory Group, LLC, with approximately $1.1 billion in total client assets as of June 30, 2021.
Ask Your Small Business Clients This Question
“What is most important to you today?” By asking your clients what’s on their minds today, you can tackle head on their most pressing problems first.
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...
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.
Avantax to Acquire Headquarters Advisory Group
Avantax, a developer of tax-focused financial planning solutions, has agreed to acquire New Jersey-based Headquarters Advisory Group, LLC, with approximately $1.1 billion in total client assets as of June 30, 2021.
Client Experience for Today – Audit & Assurance Tools
Pundits in the profession continue to promote the thinking that audit and tax compliance are gone and that your firm needs to pick a new service line to survive. But, did you look at your firm’s financial success last year? And the year before that?
Tax Advisory MS Consultants Celebrates 25th Anniversary
As the oldest and largest independent provider of cost segregation studies in the country, MS Consultants has completed more than 20,000 studies for property owners in its 25-year history. MS Consultants’ team boasts more than 250 years of combined ...
Client Experience for Today – Client Advisory Services
Few topics are as near and dear to me as Client Advisory Services. Those of you who have followed both my teaching career around the world for decades, and this column for almost 20 years, know that I’ve tried to bring you the latest in software and ...