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Your clients don't just want tax returns and financial statements — they're looking for trusted partners who understand their dreams, fears and aspirations.
March 4The B3 Method Institute -
What happens when a client has a misconception about the value of their business and hopes to sell it?
March 3Withum -
A primer on what diversity, equity & inclusion mean in the profession — and what they don't.
February 28Accounting Today -
It's time for the profession to rediscover its capacity for creative problem-solving and innovation.
February 28"No Flux Given" -
What makes a great accounting firm great needs to be its focus.
February 27Winding River Consulting -
Helping business owners understand the flood of accounting and financial data they face is a major opportunity for accountants.
February 27Patton Trenders -
Agentic AI represents more than mere automation. It's a paradigm shift that elevates the role of accountants from transactional operators to strategic advisors.
February 26Searce -
A "massively transformative purpose" offers a shared vision — it's a north star to align every firm member toward a shared goal that transcends traditional success metrics.
February 26Boomer Consulting Inc. -
A diverse range of financial investments and assets adds another layer of complexity for accountants working with family offices.
February 26SoftLedger -
Refunds without taxes; bouncing BOI; never too late for an Employee Retention Credit; and other highlights from our favorite tax bloggers.
February 25