Consulting

Last September, Accounting Today published the thoughts shared by “Top 100 Most Influential People in Accounting” in an in-depth article, “T100 Extra: The Most Important Issues Facing the Profession.” From the more than 18,000 words expressed by the influencers, I identified the 31 most critical words that truly reflect their wisdom about the real “challenges” facing the accounting profession today.

Gary Shamis of BDO and consultant Jay Nisberg talk in this video about the different ways that firms pursue a strategic planning process, along with their book "Stratagem."

Gary Shamis of BDO and consultant Jay Nisberg discuss strategic planning for accounting firms and their book, Stratagem, in this video.

The CPA Consultants’ Alliance has approved a new slate of officers during a recent annual meeting in New Orleans.

Some time ago I had breakfast with a client who was not able to make ends meet but was fortunate to have his brother-in-law send him monthly checks so he and his wife could get by without any pressure.

Sustainability presents an opportunity for you to get in on the ground floor of what could become a hot area for additional revenues.

Credit card fraud is an ongoing concern for consumers, but recent developments will have a significant impact on your business clients if they have not yet invested in new technology supported by the Obama administration.

During my years working in management consulting, I was often asked by friends and family, “So, what exactly do you do…?”

Progressive accounting firms seek consulting opportunities so their firms can take advantage of more lucrative advisory service offerings.

Accounting professionals and their clients encounter many different circumstances that may generate the need for an appraisal of a business or part of a business.

Some accountants bristle at the idea of selling their services.

On an early job I had—in a time long, long ago with no computers, smart phones, copiers or electronic adding machines—I used to go to a client in the morning, write up their books, prepare a financial statement, drop it off at the office at end of the day and then go home.

Accounting and consulting firm Horne LLP has acquired the cybersecurity firm Halberd Group and established a new unit, Horne Cyber Solutions.

Panalitix, an Australian developer of software tools for public accountants, has acquired 2020 Group USA, a membership and educational group for accounting firms founded by CPA consultant Chris Frederiksen.

An overview of the history and valuation methods for S Corporations.

If you are following the large accounting industry news outlets, it’s no surprise that the role of an accountant has been, is currently and will continue to shift from compliance work to consulting engagements.

Ask any accountant in the country about “client service,” and you’ll be hard pressed to find one who does not consider it to be important.

Ernst & Young has formed a strategic alliance with the SAS Institute to provide data analytics technology to clients.

Open enrollment is the annual time period where employees enroll in a health insurance policy that they feel best fits their needs for the following year.

I met someone last week and asked how she was doing with her accountant. She said everything was fine, but reduced the three interim quarterly visits to once every four months.