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The firm has expanded its Wealth Advisory Practice by merging in a Jacksonville group with $350 million in assets under management.
March 8 -
With a host of new credentials, certificates, degrees and other ways of signaling their expertise now available, accountants and firms need to develop strategies to figure out which best suit their careers and their practices.
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Your clients are expecting more and more in the way of digitized services.
March 6
Boomer Consulting Inc. -
One contender for the defunct Big Five firm’s moniker and legacy accuses its rival of “ego, arrogance, lies and greed.”
March 6 -
Here are some ways to save you and your tax practice some headaches this season.
March 6
Withum -
CPA firms have been thrust into a new and different complex business dynamic that requires them to think out of the box and respond.
March 3
Esposito CEO2CEO, LLC -
This is your clients' time to communicate directly with you: Even the once-per-year tax clients need to interact with you -- so you have two choices.
March 3
Napier Financial -
Cindy Fornelli, executive director of the Center for Audit Quality, discusses in this video how the Trump administration may deal with the Dodd-Frank Act and financial regulations.
March 3 -
Helmed by startup veterans, the Bay area accounting firm applies lessons in VC funding and tech agility to expand its business.
March 3 -
FASB, GASB and ISAB elect board members; RKL appoints four service line leaders; and other recent hires, promotions and personnel news from firms across the country.
March 3





