Strategic planning

It's time to re-evaluate the structure of your accounting firm’s wealth management practice.

Jirav makes a comprehensive financial planning and analysis solution that brings forecasting, budgeting, reporting and dashboarding together in one place.

If you are, you are guaranteed to have a plan that will fail to deliver on your future vision.

Aligning with other practices and business professionals has become more critical than ever before.

The massive changes brought about by the coronavirus pandemic make this a great time for accounting firms to revisit their core mission statement, according to Carrie Steffen of The Whetstone Group.

Mastermind Analytics identifies spending risks, provides benchmarks on demand, and gives finance teams more visibility into behavior patterns.

The better planned the job is, the better organized it is and the better it gets done.

Taxpayers can use the rates to substantiate the expenses they can deduct for lodging, meals and incidental expenses.

Strategic planning is misunderstood in most small and midsized CPA firms.

The novel coronavirus pandemic led to a transition from employer-provided meals to food delivery services arriving at employee homes, as workers all but eliminated their travel expenses, according to a new report.