Firm Management
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
State CPA Society News & Updates – September 2023
State CPA Society News & Updates is a round-up of recent announcements and initiatives by CPA associations in the United States and its territories.
Five Simple AI Strategies to Unlock More Freedom and Productivity in Your Practice
The very essence of AI is the removal of unnecessary busy work. The more of this you can do in your firm, the more you will be able to optimize productivity ...
Students Sought for Accounting Internship Preparation Program
Program highlights include motivational keynotes, resume advice, interview coaching, and opportunities to network with other diverse accounting students and professionals.
CPA Business Funding Portal Supports New SBA Program Rules
The CPA Business Funding Portal plays the role of facilitator, enabling clients, firms and lenders to collaborate seamlessly online to get loan applications approved.
It’s Not You, It’s Me: Tips for Effective Team Communication
The next time you are frustrated that a task you assigned wasn’t done on time or correctly and your first response is to blame the the staff member, realize it is time to change your approach.
Avantax to be Acquired by Cetera Holdings
Following the closing, Avantax will become a standalone business unit within the Cetera family with 3,078 Avantax financial professionals.
The Return to Office Continues to Challenge Businesses and the Economy
Three and a half years after millions of office-goers were sent home en masse, companies, employees and governments are still figuring out how to adapt to lasting changes to corporate life.
Bennett Thrasher Continues Growth with Acquisition of Valuation Practice in Denver
Bennett Thrasher has acquired the tax reporting valuation practice from Intrinsic LLC, a Denver-based transaction advisory and valuation firm.