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
Forvis Mazars Adds Technology Consulting Practice to Serve Construction Clients
The practice is designed to help construction companies move forward with digital-first strategies to streamline financial reporting and project operations, enhance communication and
How CPAs Can Help Clients with Real Estate and Residential Changes
Most financial advisors will have little issue with managing questions involving the dollars and sense of buying, selling or leasing a typical home. It’s when the conversation turns to the complexities of late-in-life relocations that CPAs may find themselves in uncharted territory.
CAS Transformation is Only One Piece of Business Transformation
According to the AICPA’s CAS Benchmark Survey, CAS practices have experienced double-digit growth each year since 2018, and there is still room to grow.
Setting Up for Success: The Importance of Grounding in Client Meetings
If we go into a meeting with a client or team member distracted by everything that has already stressed us out that day and worrying about the things that are coming up to stress us out later, we are setting ourselves up for failure.
Rule of 30: Strategic Growth and Profit Balance with Fractional CFO Expertise
The Rule of 30 is particularly relevant for mature businesses in traditional industries that are focused on sustaining long-term growth while maintaining robust profit margins.
How to Become a Financial Hero to Your SMB Clients
With AI, automation, and other technology trends influencing the market, many SMB business leaders are struggling with cash flow and unsure where to turn for financial advice.
The 2024 Tax and Accounting Technology Innovation Awards Announced
CPA Practice Advisor has announced the 2024 Tax and Technology Innovation Award winners and finalists. Now in their 21st year, the awards highlight technologies that advance the profession.
CohnReznick Opens Digital Forensics Lab
Located near Washington, D.C., the lab is part of the top 20 firm's expanded cybersecurity and incidence response services.