The case for the enrolled agent in advisory services
If your firm is struggling to staff an advisory practice, it's worth asking whether an EA could be the ideal candidate you're overlooking.
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If your firm is struggling to staff an advisory practice, it's worth asking whether an EA could be the ideal candidate you're overlooking.
The International Federation of Accountants introduced a Client Classification Tool for small and medium-sized accounting practices.
TL;DR: Project accounting tracks the financial performance of individual client engagements rather than the business as a whole. For consulting and agency firms, this means monitor...
Accounting firms that have been wooed by private equity investors are starting to see PE firms now wooing their construction industry clients.
Every accounting firm has one – the partner that clients ask for by name. Whatever their name, the pattern … The post How to build client trust across your accounting advisory te...
The Regional Firm acquired ScaleUp Financial Solutions, expanding its advisory and consulting capabilities.
Infinite Ties, a practitioner-built ecosystem for Client Advisory Services (CAS), has announced an expansion of its online experience. The information is designed to help accountin...
Savant Wealth Management rebranded its tax and consulting arm as Savant Accounting & Business Advisory and simultaneously acquired two tax firms, expanding its presence in Illi...
How much a business will dig into its pockets for an accountant increases as the business scales — but not evenly, according a report.
The Fastest-Growing Firms are taking two main approaches: moving to advisory, and laser-focusing on niches.
A former IRS Revenue Officer discusses what's already in the file, what to check first, and the mistakes that hurt clients.
Are You Seeking New Career Opportunities in Accounting? Visit the Insightful Accountant Job Board!
ACE Scholarships is partnering with thousands of tax professionals and CPAs to raise awareness of the new tax credit for sending children to private schools.
Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.
Accountants will be gathering this Sunday in Central Park for the Making Strides Against Breast Cancer Walk to raise money for the American Cancer Society.
TL;DR: Acquisitive companies should build a 90-day financial integration plan covering chart of accounts mapping, intercompany transaction handling, and consolidated reporting befo...
Accounting support from social media and AI might seem helpful at a time when people are looking to bring down costs, as it is effectively free. However, there is a hidden cost to...
Labor shortages and tighter filing deadlines might dominate the headlines, but capacity management has also become a major challenge for accounting practices.
Accrual, generally known as a tax and practice management solutions provider, has acquired the technology and business of AI-guided bookkeeping and accounting solutions provider Pu...
There is a difference between improving the business of law and allowing the economics of that business to interfere with the practice of law. The post Accounting Firms Are Learnin...
An API solution lets accounting firms provide essential business filing services to clients in all 50 states.
And the Big Four continue to claim the majority of audit fees.
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