Consulting

Jim Metzler is as close to a crystal ball as you’ll get

When mid-market law firms need help, they turn to RBZ

Stanley Hochhauser passed away last Wednesday. He was a client that I worked with in my first job and became my client when my father passed away in 1976. Stanley was the last of my father’s clients and his passing also closed a link to my past. I am an accountant because of clients like Stanley.

One of the growing interests for accountants is expanding their firm’s services to include financial advisory.

Working with accounting professionals, a common challenge we often encounter is a CPA’s inability to secure an engagement and their frustration of not understanding why this happens. Analyzing these situations has led us to uncover that one of the main reasons for not securing an engagement is a fear of climbing!

Four out of five family-owned businesses in the United States are not ready for succession, according to a new study by the accounting firm Baker Tilly.

BDO USA saw a whopping 26 percent spike in annual revenue for the fiscal year ended June 30, 2015, growing to $1.05 billion from $833 million last year.

Many bosses hold back their subordinates without realizing they hold themselves back even more.

The Big Four firms collectively account for nearly two-thirds of the global risk consulting market and could expand that footprint if they acquire more cybersecurity firms, suggests a new report.

The middle of summer is not the time of year that most of us want to think about taxes. However, the IRS’s tangible property repair regulations that were released this year require some reflection.

Are loan preparation services an option for your practice?

New sources of funding for your clients — and your firm

Zen99, a company that aims to simplify taxes for self-employed workers, has released a ranking of the best cities for independent, self-employed accountants.

A month and half ago I posted the 10 reasons for my success. I received quite a few calls about that and I came up with some regrets, so I’m sharing them here.

The U.S. consulting market expanded by 9 percent to more than $50 billion last year, according to a new report that found Big Four firms outperformed the overall U.S. consulting market, posting growth of 12.8 percent to $17.5 billion.

A few weeks ago I wrote about being independent and not selling financial services or products to clients. Quite a few people called me to ask about “value billing” and how that fits in. Here are some comments.

As China grows as a world leader, more and more Chinese businesses and individuals are looking for CPAs who are familiar with taxes in both the U.S. and China.

Private and otherwise illiquid securities have increased in number and complexity in recent years, leading to increased scrutiny from auditors and regulators regarding their valuation.

Marketing your valuation business is more important than ever.

Last week I wrote about never trying to sell financial products or services to clients and gave a few reasons for this.