Consulting

Annual meeting minutes are an important business compliance requirement, helping to keep a company in good standing with the state and maintain its protective corporate veil.

The move to focusing primarily on being a trusted advisor has been a long time coming.

The future of the field lies in directing the orchestra, not playing in it

Most CPAs I know don’t think of themselves as being on their clients’ advisory board, but they are.

CBIZ’s new offering helps businesses at various stages of COVID-19 recovery.

Accountants and tax professionals have been helping their small business clients deal with the economic fallout from the COVID-19 pandemic, shifting away from their routine compliance work after the end of the prolonged tax season.

Delivering advisory services to help small businesses through the pandemic is a win for everyone.

There are no undergraduate and very few graduate courses on advising clients that want to sell their business or who want to buy a business. When I started my career, there were no CPE courses either.

The coronavirus pandemic has opened up a number of specific areas with potential for the profession, according to leaders at the AICPA.

If you have clients who own more than one business, how they structure those companies can affect them from the legal and tax perspectives.