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
Elevating Your Accounting Practice: The Critical Role of a Value Committee
Ensuring your firm delivers exceptional value and effectively captures that value through appropriate pricing is crucial.
Rightworks Acquires Tech 4 Accountants, Showcases OneSpace
The acquisition adds WISP consulting and supplementary managed security services to Rightworks' offerings.
Survey to Measure Impact of Advisory Services
The survey will provide the profession with hard data to help understand successful approaches, and set appropriate pricing strategies based on the value of advisory services.
Corporate Boards Grow in Diversity
The report addresses the current state of diversity in boardrooms and provides insights on how to maximize the benefits of a diverse board.
Implementing AI at Scale: A Guide for Small Business Leaders
With an increasing number of AI-powered tools available, opportunities abound for implementing AI both at home and within the workplace.
Smarter Finance – 5 Practical Uses for Intuitive AI in Accounting
Intuitive AI technology can slot into almost any business area, but many of its most powerful use cases fall squarely under the domain of the accounting team or firm.
New Employer Rules for 401(k) Catch-Up Contributions
The new SECURE 2.0 law adds another layer, beginning in 2025, for participants who are age 60 through 63.
The Pros and Cons of Annuities: A Guide for Financial Advisors
As financial advisors, you will act as a middle ground between the insurance company and the annuitant to facilitate the contract.