There is no time like the present for firm leaders to take a very hard look at their current team—from entry-level to senior manager and even at newer partners and ask: Are they adequately equipped to market, sell and provide the kind of relationship-building environment to acquire and keep new clients (and new staff)? Rita Keller, president of Keller Advisors, provides some tips in today's article on
Starting with AI, a number of new developments is making the professional landscape feel stranger than ever.
Investors mostly favor the continued use of quarterly reporting and rejected the SEC's recent proposal for a semiannual reporting option, according to a survey.
Plus, KPMG names new int'l leaders; a new director of enforcement at the PCAOB; and other firm and personnel news from across the profession.
Firms are sourcing new solutions from field staff to expand their tools and upskill their professionals. But they aren't just throwing together programs and calling it a day.
Plus, Canopy announces Canopy Close Automation in open beta; MYCPE ONE rolls out managed cybersecurity services for businesses; and other news.
The Electronic Tax Administration Advisory Committee report calls for sustained IRS funding, human-centered design, fraud prevention and preparer regulation.
