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Tax pros share how they handle estimate-seekers and price shoppers.December 26
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As your client’s most trusted advisor, you probably spend a lot of time on their business balance sheet. But how much focus is dedicated to their personal balance sheet?December 24
PartnerL&H CPAs and Advisors
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To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.December 17
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To get a better handle on your client’s personal cash flow situation, you need to go beyond their business and understand their family financial dynamics.December 16
PartnerL&H CPAs and Advisors
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Taxpayers are more than twice as likely to use DIY tax preparation software as an accountant to do their taxes, but they’re 38 percent less satisfied with the results, according to a new survey.December 16
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Tax pros share their strategies for dealing with cost-conscious clients.December 13
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BKD appoints new national leader for private equity; Crowe elects 34 partners and principals; and more personnel news.December 13
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Technologies like AI can help firms take their client onboarding to the next level.December 13
Vice president and Risk Practice Group leadIntapp
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Accountants also report relatively low churn among their client base.December 13
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How much money will you leave on the table this busy season?December 12
CEOTempleton & Company LLP and Templeton Solutions LLC
