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Intapp DealCloud Activator, an AI-driven solution with a social media-like interface, uses behavioral "nudges" to guide business development behavior.
February 27 -
Springline Advisory, a PE-backed financial and business advisory firm, has partnered with EFPR Advisory, an accounting and business consulting firm in Rochester, New York.
February 27 -
Even though things are busy, tax pros can't afford to let their guards down on engagement letters, scope creep, data security and much more.
February 27 -
What makes a great accounting firm great needs to be its focus.
February 27Winding River Consulting -
Helping business owners understand the flood of accounting and financial data they face is a major opportunity for accountants.
February 27Patton Trenders -
The Top 25 Firm is the latest accounting firm to receive a private equity investment, in this case from funds advised by Apax Partners.
February 26 -
A "massively transformative purpose" offers a shared vision — it's a north star to align every firm member toward a shared goal that transcends traditional success metrics.
February 26Boomer Consulting Inc. -
The Pennsylvania Institute of CPAs released a report analyzing how firms can attract and retain talent amid the accountant shortage.
February 25 -
How can you stay focused on your most important business problems without being distracted by the shiny objects?
February 25L&H CPAs and Advisors -
Account Sense is fighting burnout with a different approach to scheduling during busy season and beyond.
February 24