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Blucora’s Avantax Wealth Management combines two firms that took competing approaches to serving tax professionals branching into wealth management.
October 7
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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
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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
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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
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The Top 20 Firm's 2019 Community IMPACT Awards single out staff members and offices for their volunteer hours.
October 2
