Consulting

The CPA Consultants Alliance held its annual meeting online to discuss challenges confronting the accounting profession from COVID-19 and elect a new slate of officers for this year.

Knowing what is required and completing documentation in a timely fashion maximize the company’s opportunity to receive its incentive reward.

Coronavirus-related government policies and regulations that could affect business performance ranked as the top risk cited by board members and C-suite executives, according to a new survey.

As the number of suppliers of advice and recordkeeping services decreases, the potential for conflicts of interest increases.

From legal considerations to tax implications, these entrepreneurs face some unique challenges.

Given the turbulence of the past year, agility should be at the forefront of our minds when building a budget and strategy for 2021.

The Top 10 Firm has bolstered its Salesforce consulting practice by acquiring a San Francisco-based consultancy that specializes in the cloud-based CRM system.

Most accountants who help clients with the choice of entity focus on the tax aspects. But in order to help clients make fully informed decisions, “personal” asset protection should be considered.

A recent survey shows that many bookkeepers have begun offering strategic advice this year — some without even realizing it.

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.

As states turn to services like the Keane Unclaimed Property system to recoup losses during the COVID-19 pandemic, Sovos continues to position itself for the post-pandemic world.