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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
New York Accounting Firm Launches Cannabis and Hemp Advisory Practice
The Cannabis and Hemp Advisory practice will provide counsel and support to existing businesses, start-ups, and ancillary service providers within the cannabis industry, especially in the areas of: tax planning; compliance with ...
In Search of Technology for Your Firm or Your Clients?
3346 It’s no secret that technology has continued to become a critical component of our lives, both professionally and personally. For small businesses (and even for most of us in our personal lives), keeping up with ever-changing trends and recognizing what tools and products are actually going to help us become more efficient and effective […]
Marcum Leads Accounting Industry with Most Net New SEC Clients in 2018
Marcum LLP led the accounting industry with more net new SEC clients in 2018 than any other U.S. accounting firm, according to Audit Analytics. Marcum finished the year with a net gain of 31 SEC registrants, outperforming all Big 4 accounting firms, ...
Help Your Clients Make Their Profits Soar With New Features in QBO Projects
Job costing can be a complex process especially when businesses are juggling multiple projects. Intuit is making it simple and easy for businesses to track and see how their projects are doing at any point. While Projects integrates tightly with ...
12 Questions to Ask Your Clients this Tax Season
Another tax season is here and many of you are bracing for the 60+ hour work weeks. Your focus is on preparing financial statements, tax returns, and delivering them to your clients. Keeping your head down and getting it done!
Rootworks Helps CPA Firms Offer Business Advisor Services to Clients
Business Foundation Services represent an advisory engagement that provides a firm’s clients with the basics of a new business launch—from entity type and retirement plan selection to accounting software setup and training.
Year-End Services to Offer Your Business Clients
This is the time of year that lists are made (and checked twice). It’s also a great time for CPAs to consult with clients and offer much-needed year-end advice. Here’s a year-end checklist for critical end-of-year tasks to get your clients in top shape...
Firm Differentiation, How to Attract New Clients, and the Post-Wayfair Trusted Advisor Role
In a recent interview with Avalara, Jennifer Kolterman, CPA, a director at Hutchinson and Bloodgood LLP in the accounting firm’s San Diego, Calif., office, discussed how she and the firm maintain success in the accounting profession.