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Currently in beta, the app uses AI to create personalized engagement subscription plans for prospective and existing clients.
March 12 -
A buy-sell agreement between the joint owners of a closely held business or professional practice is critical for the orderly continuation of the business following a “triggering event,” such as the death, divorce, disability, bankruptcy, retirement or termination of an owner.
March 10
The TOLI Center East and Offit & Kurman -
A sampling of data, insights and analysis from Accounting Today's 2021 rankings.
March 10 -
The Top 100 Firm has acquired an Indianapolis-based consulting firm that offers restructuring and business advisory services, effective March 1.
March 9 -
The tech we need to radically transform our firms and add back time is already here. Here’s how to harness it.
March 9
"The Radical CPA" -
Many people switch firms because they believe they didn’t receive the appropriate care from their previous accountant.
March 9
Canopy -
Overpromising and missing deadlines is a guaranteed way to disappoint clients.
March 8
Withum -
The cloud accounting software maker is acquiring a provider of workday management and employee-scheduling software, for up to $219.7 million.
March 4 -
The 20 accounting practices with the highest revenue growth in percentage terms in 2020 from Accounting Today's Top 100 and Regional Leaders list.
March 4 -
This is a time of for accounting firms to think about their purpose -- what footprint, what impact, what difference they are making, and what legacy they are leaving.
March 4
Aquila Global Advisors, LLC






