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Family Office of America's Maryland subsidiary acquired Maryland-based CPA firm Toone & Associates — the latest example of family offices entering the accounting space.
October 16
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Canopy announced AI-powered upgrades to its Smart Intake solution, including a client intake questionnaires and a completely re-imagined Engagements module.
October 16
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Wolters Kluwer announced the launch of "Expert AI," which will be woven throughout its CCH Axcess product, its capacities now integrated across tax, audit and firm management workflows.
October 15
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The Public Company Accounting Oversight Board found that 29% of companies with major restatements reported an auditor change in the year preceding the restatement.
October 15
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The billionaire NBA star told his financial advisors that if he goes broke "it ain't going to be good for you," he shared on a recent podcast.
October 14
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Whether your accounting firm should dictate what software a client will use depends on the context of your services and their needs.
October 14
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Approaching the software your accounting firm uses through the lens of your overall strategy is critical.
October 13
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Whitman Transition Advisors and Truvestments are launching a Bitcoin fund, called Truvestment Bitcoin Legacy Fund, where CPA firm's high-net-worth clients can buy in early.
October 10
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There are literally hundreds of accounting software providers. How does a firm leader effectively vet their vendors?
October 10
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Having an essentials-only technology footprint doesn't mean you can't leverage it strategically.
October 10
