Consulting

Clients who demand a lot of time with constant calls about proposed transactions may need a special way to handle the billing for them.

Many of our clients pay us for the deliverables they must have, but they retain us because of the unspecified extras we give to them.

Economic development credits and incentives programs traditionally are applied to two areas: new investment and new jobs.

Clayton, Dubilier and Rice is acquiring PwC’s Global Mobility Tax and Immigration Services business; Sikich is buying PA Group USA; and Withum is merging in MM&Co.

Katz, Sapper & Miller acquired Noble Consulting Services; Herbein + Co. bought Tubiello-Harr & Associates; Armanino to merge in Holtzman Partners; and Avalara acquired Track1099.

Most firms pivoted to giving valuable advice during the pandemic, but only some of them got paid for it.

The greatest growth and margin opportunities for midsized CPA firms continue to be with the advisory and consulting services.

RubinBrown is combining with Liberty Technology Advisors; and Grimbleby Coleman is merging in Ristau & Co.

C Systems specializes in nonprofit tech services and association management systems, and Confluence Global is a Salesforce consulting partner.

CPA firms are becoming increasingly concerned about clients who have lax cybersecurity in place.