Accounting firm services

Many companies are looking at a combination of AI, a CPA and internal assets.

Four potential obstacles to watch out for on the way to new clients and new services.

The top two blockers to advisory growth aren't a lack of client demand — they're internal.

Client advisory services and outsourced accounting are helping the Bonadio Group, a Top 50 Firm based in Rochester, New York, build its client base.

Client expectations are evolving, and the firms that succeed will be those that adapt accordingly.

Artificial intelligence will make it easy for accountants to surface great advice. Communicating it, though, is another matter.

Accountants are justly proud to be the economy's "most trusted advisor," but if you're doing just what you've always done, then that trust you've developed is at risk.

With AI poised to take over basic tax prep, practitioners need to double down on the value they've always added, says AICPA chair Jan Lewis.

Plus, MarcumAsia launches a SPAC and de-SPAC practice; CrossCountry elevates two co-CEOs; and other firm and personnel news from across the profession.

Jim Bourke of Withum lays out why CAS is a crucial foundation for highly profitable advisory services.

Plus, GASB looks for a new board member; CohnReznick launches a public finance and sustainability practice; Tommye Barie gets the AICPA Gold Medal Award of Distinction; and other firm and personnel news.

The survey window for our "Wealth Magnets" annual ranking of the top CPA financial planners by assets under management has been extended until Friday, May 8.

Kreston Global, an international accounting network based in London, has created a new Global Legal Group, uniting legal professionals from across the network, operating in coordination with the network's Global Tax Group.

Clients may be able to save thousands in taxes and prepare for a better future with the introduction of even the most rudimentary financial planning.

The survey window for our "Wealth Magnets" annual ranking of the top CPA financial planners by assets under management is now open.

Something big is happening in the American retirement landscape, and small businesses are right in the middle of it.

Accounting firms that are best positioned to capture the growth from advisory services must do more than rethink the services they deliver.