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
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The Internal Revenue Service is falling short on its initiative to expand jobs, services, and assistance to taxpayers in underserved populations in the Mississippi Delta, according to a new report.
May 6 -
The Public Company Accounting Oversight Board released a report highlighting special auditing considerations in the commercial real estate market, at a time when many office buildings have lost tenants due to remote work and empty space has grown.
May 6 -
Marcum acquired Croskey Lanni; Ascend added Blackman & Sloop and TSS; RKL eSolutions bought Techware; and the Willeford Group joined Hancock Askew.
May 6 -
As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.
May 6 -
Accounting firms that have embraced artificial intelligence are primarily using it to analyze documents, automate tasks and bolster client communication.
May 6 -
What exactly are accountants doing with artificial intelligence? Turns out, a lot.
May 6