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The different age groups in your clients' families need different plans, different client experiences — and sometimes, different advisors.
May 26
Napier Financial -
Gene Marks recommends five internal metrics for clients to consider when they're looking to purchase a company.
May 26 -
A company's workforce is simultaneously its largest expense and most powerful engine of revenue.
May 26
PTO Exchange -
The widespread availability of the high-powered chatbot has led to a panoply of new AI-powered accounting solutions.
May 26 -
PwC recently announced a $1 billion investment to expand and scale its AI offerings to help clients reimagine their businesses.
May 25
PwC -
Cannabis companies need accounting support to remain compliant and keep their licenses, but there's some hesitancy for professionals like CPAs to provide services to this industry.
May 25 -
From clients and staff to software vendors and regulators, everyone seems to be telling accountants and accounting firms what to do.
May 25
Accounting Today -
A recent KPMG poll found that executives believe the use of generative AI holds great promise for organizations, but great risk for the workers within them, as it will likely reduce job security.
May 24 -
Accountants must strategize to address not only the opportunities presented by AI but also the risks.
May 24
Shenandoah University School of Business -
When properly tuned and integrated, these are powerful engines that can accelerate and drive an accounting firm's journey from survive to transform to thrive.
May 24
Boomer Consulting Inc. -
A recent survey has found 44% of small-business owners saying they expect to hire fewer people in the future because of AI capabilities.
May 23 -
Internal auditors are in especially high demand by businesses that have faced recent public failures, according to a new study.
May 23 -
People can lose thousands upon thousands of dollars if their payment card number is stolen, but for the one who used it, the cost was around seven bucks.
May 23 -
The Aprio CEO shares why he changed his firm's name — and his own — and the importance of unlearning.
May 23 -
Over eight out of 10 firms are offering nontraditional services, according to a new study, and the most successful are posting an average annual growth rate of 29%.
May 23 -
The focus on reducing educational requirements for a CPA license is misplaced, and our efforts are better placed elsewhere as a profession.
May 23
Withum -
After failing an initial run, the AI chatbot, this time with its Version 4.0 improvements, took another practice test.
May 22 -
Teaching a course at Baruch College was a highlight of my career.
May 22
Withum -
The Accountants Salute to the Troops campaign supports the USO to bring the accounting profession together and raise much-needed funding to support our U.S. military.
May 19
Sax LLP -
Generative AI tools like ChatGPT, Google Bard and recent updates to Bing can play a role in finance, but there are risks and limitations.
May 18
Sage






