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Uber passengers are asked to evaluate their ride as soon as they get out of the car, and the drivers are also asked to evaluate the riders immediately. This seems like it would be a good idea for accounting firms.
October 7
Withum -
Blucora’s Avantax Wealth Management combines two firms that took competing approaches to serving tax professionals branching into wealth management.
October 7 -
Expensify, provider of the popular expense management app, has introduced the Expensify Card, a free corporate card for companies that use the app.
October 7 -
The third in a series of articles about running better client meetings.
October 4
L&H CPAs and Advisors -
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BDO USA, RSM US, Mazars and others announced new partner classes; and other news from across the profession.
October 4 -
Firms need to focus on actively encouraging client referrals.
October 3
Napier Financial -
Judgment is the critical differentiator for the profession going forward.
October 2
Boomer Consulting Inc. -
Accounting firms need to realize that passivity is passé.
October 2
Crosley+Company -
The Top 100 Firm is boosting its Hackensack office.
October 2




