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Top 25 Firm Cherry Bekaert announced its acquisition of accounting tech provider Kerr Consulting, becoming one of the largest Sage providers in the U.S.
August 6
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The planning strategies for large individual equity holdings pose tax, investment and behavioral questions for financial advisors and their customers.
August 5
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Top 75 Firm Blue will offer cybersecurity and IT services through a partnership with Pioneer Technology .
August 5
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Environmental, social and governance work could be for accountants in the 21st century what tax and audits were in the 20th.
August 5
Accounting Today -
A study says that the most efficient way to use generative AI is a combination of robotic process automation and application programming interfaces, but it is also the most difficult to implement.
August 5
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And that should be their firm, says David Wurtzbacher of Ascend.
August 5
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With firms changing so rapidly, does it still make sense to lock in a long-term plan?
August 2
The Rainmaker Companies -
Three common questions firm leaders ask about building growth strategies that are sustainable, efficient and profitable.
August 2
Crosley+Company -
SD Mayer's 5 Buckets Foundation brings together staff, clients and more to improve financial literacy.
August 2
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The Albuquerque-based firm joined CliftonLarsonAllen, effective Aug. 1.
August 2
