Technology
Avantax Wealth Management Hosts Nearly 1,000 Affiliates, Partners and Home Office Staff at National Conference in Dallas
Avantax National Conference attendees included some of the most successful Financial Professionals in the firm’s history, including the perennial top-producing founder of Wehring Wealth Management, near Houston.
AI’s Growing Influence Over CPA Services
With change to any industry comes new opportunities and threats. How you and your firm navigate the pros and cons of innovation will ultimately determine your success.
Massachusetts Society of CPAs Commits $25,000 to Expand Early College High School Academy
The Early College High School Academy launched in 2019 and is the state’s first accounting-focused, early college initiative in Massachusetts. Participating students learn the fundamentals of accounting, economics, statistics and information technology.
6 Effective Strategies for CPAs to Build Trust with Clients
The nature of accounting professionals’ services is constantly changing in today’s world. This creates a need for trust, relationships, and professional ethics that have never been greater.
Creating a Better Client Experience Through a Better (AI-Powered) Work-to-Cash Cycle
Clients want a better billing experience. With AI-powered billing, you have the ability to make that billing experience delightful rather than dreadful – yes, delightful. In the process, you’ll measurably improve your firm’s financial health.
New Jersey Society of CPAs Honors 41 Ovation Award Winners
The individuals were recognized by their peers, colleagues, members of the community and/or the NJCPA for significant contributions in advancing the accounting profession. The selected winners presented leading-edge ideas on their jobs, with the use ...
Rising SOX Compliance Hours and Costs Underscore Need for Technology Enablement
While most organizations continue to spend more hours on their SOX compliance activities year-over-year, “digital leaders,” – those organizations that have higher levels of maturity in the use of technology and innovative practices – have reported ...
5 Tips to Manage Online Shopping without Busting Your Budget
Shopping online from the comfort of your home can be easy and convenient, but it also leads to increased spending if you’re not careful. Two in 5 Americans (41 percent) say the ability to shop online has made it harder for them to stick to a monthly ...