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
Between now and July 6, companies have a narrow time limit to retroactively recover research and development tax deductions from up to the previous three years.
The Mid-Atlantic Regional Leader acquired Minneapolis-based Altair Associates, marking its first acquisition and significantly expanding its insurance practice.
The Financial Accounting Standards Board posted a proposed accounting standards update to improve interest rate risk hedging and net investment hedging accounting guidance.
The tool, called the Enterprise Attractiveness Score, evaluates 10 dimensions similar to what PE due diligence teams consider when putting a price on a firm.
Firms are sourcing new solutions from field staff, which serves to both expand their available tools and upskill their professionals. But like any other project, they aren't just throwing together programs and calling it a day.
Bookkeeping, tax and outsourced CFO services company Pilot announced Meridian, which is said to perform the full scope of bookkeeping and financial reporting.
