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The exit of David Knoch is the latest change at the growing and rapidly pivoting tax-focused IBD formerly known as HD Vest.
February 18 -
Winding River Consulting's Gary Shamis, himself the founder of a Top 100 Firm, shares the most important factors in creating a successful organization.
February 17 -
ACCA calls for a middle ground on artificial intelligence, cryptocurrency tools for tax professionals, and more.
February 17 -
Failure to disclose a lack of independence or a conflict of interest can open the door for potential liability and litigation for both the accounting firm and its clients.
February 14
Crafted ERP -
Investing in D&I is good for accounting firms’ bottom line.
February 13
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Each year, corporations and pass-throughs across industries fail to claim R&D tax credits because they aren’t aware that many day-to-day activities qualify for this dollar-for-dollar reduction in income tax liability.
February 12 -
Take an exponential approach at your firm, not an incremental one.
February 6
Boomer Consulting Inc. -
The Committee of Sponsoring Organizations of the Treadway Commission is releasing new guidance on its widely used ERM Framework.
February 5 -
This short read highlights the growing importance of, and the many changes to, the role of the "CF-Know."
February 5
Accounting Today -
As the trusted advisor, you need to assume the role of the point person, or integrator.
January 31
L&H CPAs and Advisors -
U.S. Treasury Secretary Steven Mnuchin weighed in on the debate about a carbon tax in Davos, saying technological developments would make it redundant.
January 24 -
The Big Four firm's Board Leadership Center predicts reinforcing audit quality and setting clear expectations for external auditors will be top of mind in the year ahead.
January 23 -
CPA firms have lost sight of their central mission: building client value.
January 20
The Visionary Group -
Setting a growth goal is about much more than picking a percentage -- firms need to dive deeper to understand what it will really take to hit that goal, says Bob Lewis of The Visionary Group -- and they need to make sure they have people who can bring in the new business they need.
January 20 -
Marketing directors and partners at accounting firms share the same goal: advancing the firm’s brand and helping it achieve specific growth and profitability targets.
January 17
Mauldin & Jenkins, LLC -
A group of international accounting organizations is calling for improved reporting and action on the UN’s Sustainable Development Goals to hit the ambitious goals set for 2030.
January 17 -
A group of six travel and expense management software vendors — Abacus, Captio, Certify, Chrome River, Nexonia and Tallie — have come together under a single company, Emburse, in an effort to challenge SAP Concur.
January 16 -
For years, accounting firms have relied on firm partners to use their personal and professional connections, charisma, and contacts to “make it rain” — to bring in new business and revenue that would enable the firm to grow and succeed.
January 10Hinge -
The International Ethics Standards Board for Accountants has released a set of revisions to the International Code of Ethics for Professional Accountants, making some changes in the independence standards for assurance engagements, other than audit and review engagements.
January 8 -
The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.
January 7














