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Tax services segue naturally in to wealth management and financial planning services.
September 4
Napier Financial -
The Top 100 Firm has acquired ‘substantially all’ of the assets of San Diego-based BTZ.
September 4 -
A survey of the latest issues in accountants’ liability insurance.
September 4 -
A big bank investing in accounting software, small businesses don’t take cybersecurity seriously enough, and eight other developments in technology this past month and how they’ll impact your clients and your firm.
September 4 -
In accounting, there's no such thing as too much information.
September 4 -
Workiva, which provides Cloud-based reporting and compliance solutions, and BlackLine, which makes financial close software, have created and integration between their platforms.
September 4 -
For 2020, Intuit has updated QB Desktop, Enterprise and Payroll with more automated options, with the goal of moving money around faster and making functions like reporting more efficient.
September 3 -
The end of the deal could delay the exit of its current owner, Hg.
September 3 -
Disasters and deductions; SE biz records; putting the green in green; and other highlights from our favorite tax bloggers.
September 3
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Workflow tools for accountants are pushing into the future.
September 3











