Cherry Bekaert

OCTOBER 3, 2023

In this episode of Cherry Bekaert’s Digital Journeys podcast series, Pamela Butler , Salesforce Architect for our Digital Advisory services, and Tertius Eksteen , Senior Manager of Digital Advisory services, discuss their perspectives on Dreamforce 2023. View all Digital Journeys Podcasts Questions?

California 102

California Technology Account accountant 102

Cherry Bekaert

SEPTEMBER 27, 2023

Continuous improvement can be defined as organizational efforts to enhance systems, processes, products or services. If you have any questions specific to your situation, Cherry Bekaert’s Digital Advisory team is available to discuss your situation with you. View all Digital Journeys Podcasts Questions?

108

108

CPA Practice

MAY 30, 2023

In fact, a recent report from Thomson Reuters found that 95% of surveyed accounting firms said their clients want more advisory services. Promoting advisory services isn’t as complicated as you think. Needs – what does your audience need in terms of advisory services? Where do you start?

Education 124

Education basic accounting accounting firms Account 124

Withum

MARCH 18, 2024

Withum is excited to share that Lara Waldner , CPA, Team Leader of the Theatre and Entertainment Services Team, has been named on the Broadway Women’s Fund list of Women to Watch on Broadway. Broadway Women’s Fund praised Lara for her focus on GAAP-related issues, internal controls and digitization.

Entertainment 105

Entertainment New York audit CPA 105

CPA Practice

FEBRUARY 23, 2024

Vendors streamlined tasks like bookkeeping which unblocked time for higher-value opportunities, namely client accounting services (CAS). CAS created significant value for staff and clients of accounting departments, evidenced by reports of double-digit annual growth and clients’ willingness to pay up to 20% more for these services.

Technology 64

Technology Tax cpas tax preparation 64

CPA Practice

MARCH 4, 2024

Progressive accountants know that advisory services are the future of accounting. Taking on an advisory role will not only improve your year-round cash flow but will also help you better serve your clients. In fact, 83% of clients want a tax professional who also offers advisory services.

tax planning 52

tax planning CPA Tax Construction 52

CPA Practice

APRIL 15, 2024

According to Paul Melville , the firm’s national managing principal of CFO Advisory services, this upward trend is driven by inflationary costs — including a rise in the cost of global shipping — rather than a big investment in operations.

Real Estate 111

Real Estate Technology E-commerce Finance 111

CPA Practice

APRIL 18, 2024

Nedder is currently partner and chief strategy officer for RSM US LLP, where he leads the development, communication, execution and sustainability of the RSM US enterprise strategy, driving digital transformation and a culture of insights-led innovation. He also currently serves on the RSM Canada LLP Board of Directors.

CPA 52

CPA public accounting Tax Account 52

PANALITIX

JANUARY 13, 2022

Each person has different areas of interest but here are some popular course themes: For those looking to offer Advisory Products , sample courses include: Launching, Selling, and Delivering CFO services. Finding Advisory Opportunities in Compliance Work. Launching Estate Planning Services. Pricing Based on Value.

Education 130

Education Sales Account accountant 130

PANALITIX

JANUARY 11, 2022

Each person has different areas of interest but here are some popular course themes: For those looking to offer Advisory Products , sample courses include: Launching, Selling, and Delivering CFO services. Finding Advisory Opportunities in Compliance Work. Launching Estate Planning Services. Pricing Based on Value.

Education 130

Education Sales Account accountant 130

Cherry Bekaert

MAY 19, 2023

Contributors: Dan Hulen, Director of IT and Managed Services | Chris Martin, Senior Manager of IT and Managed Services When faced with challenges in managed services and moving to the cloud, Thom Child and Family Services turned to Cherry Bekaert’s Digital Advisory. With a consistent 70.2

Non-Profits 88

Non-Profits Technology Massachusetts audit 88

CPA Practice

JANUARY 2, 2024

The global business advisory and accounting firm Grant Thornton International Ltd announced in late December that its global revenues grew to a record $7.5 Double-digit growth across all major service lines was led by assurance (up 14.5% to USD3.2bn), followed by advisory (up 11.8%* to USD2.7bn), and tax (up 10.8%

Tax 59

Tax accounting firms Account accountant 59

Going Concern

MARCH 5, 2024

Last year around this time, one of the big crypto blogs noticed Deloitte had suddenly placed more than 300 job openings for positions such as Blockchain & Digital Assets Manager, Blockchain & Cryptocurrency Tax Manager, and Blockchain & Cryptocurrency in NFTs Tax Manager (LOL).

audit 56

audit Virginia accounting and finance Legal 56

CPA Practice

SEPTEMBER 11, 2023

With this update, accounting firms will be even better positioned to deliver financing advisory services and help their clients access much needed capital more quickly and easily during a time when small businesses are experiencing a credit crunch. To learn more about the CPA Business Funding Portal, visit www.cpa.com/business-funding.

CPA 105

CPA accounting and finance accounting firms Finance 105

CPA Practice

JUNE 8, 2023

Thomas Austin Scholarship, Personal Financial Planning Distinguished Service Award, Sid Kess Award and Standing Ovation awards for both Personal Financial Planning and Technology Advisory. Personal Financial Planning (PFP) Division Distinguished Service Award Richard (Dick) J. Awards presented include the P.

cpas 98

cpas CPA forensic accounting Education 98

CPA Practice

NOVEMBER 29, 2023

As a lead-up to the upcoming 2024 tax season, AuditClub said on Wednesday it has added tax and advisory solutions—and has rebranded to CPAClub. 29 that it is offering the same concierge talent model with tax and advisory professionals to help more CPA firms and companies meet demand amid a continuing talent crisis. CPAClub said on Nov.

cpa firm 52

cpa firm Tax auditor CPA 52

CPA Practice

NOVEMBER 6, 2023

audit, tax, and advisory firm, recently announced that Rema Serafi (@remaserafi) has been named Vice Chair – Tax, succeeding Greg Engel who is retiring after four decades of service. His extensive consulting and advisory project experience spans the U.S., KPMG LLP names Rema Serafi Vice Chair – Tax KPMG LLP, the U.S.

Construction 64

Construction Real Estate Tax Florida 64

Cherry Bekaert

JULY 18, 2023

Digital due diligence—often undertaken in tandem with other diligence streams including financial, tax, and commercial activities—can aid in assessing entanglements with parent systems and operations that need to be addressed to unlock the true growth potential of a carve-out acquisition strategy.

Non-Profits 52

Non-Profits Tax 52

Accounting Insight

SEPTEMBER 7, 2023

Azets , the UK outsourcing, compliance and advisory group, has today announced its strategic partnership with cloud accounting platform provider Dext to underpin and support the implementation of its Digital strategy. Dext and Azets share a common goal of digitising the accounting workflow.

Technology 59

Technology Account accountant accounted 59

Xero

FEBRUARY 6, 2023

Over recent years, the world of advisory has experienced a seismic shift. In the past financial year, we’ve seen expanded offerings, like strategic consulting and software implementation, rank near traditional practice offerings (like accounting and advisory) as sought-after services. So what led us here?

bookkeeping 98

bookkeeping Education Account accountant 98

Cherry Bekaert

JANUARY 18, 2023

In this episode of Cherry Bekaert’s Digital Journeys podcast, Jim Holman , Director of Strategy & Operations, welcomes Steve Holliday , Director in our Digital Advisory practice. Together, they unlock how digitalization and continuous improvement can help organizations achieve the highest levels of process maturity.

75

75

PANALITIX

MAY 11, 2021

How do you let clients know that you offer a great service that will make a real difference to their business? . Credibility : Reminding clients why they are uber-qualified to perform this service. Well-defined Scope of Work: Clearly presenting the details of what the service entails . RESOURCES / ARTICLES. Send an email? .

Sales 130

Sales Account accountant accounted 130

Going Concern

JUNE 26, 2023

KPMG is frantically trying to convince people in all service lines, and in many back-office functions, to take a quick buy-out before June 30. Staff found out at noon today via all-hands calls for each service line. KPMG was the first US Big 4 firm to announce layoffs earlier this year , 700 or so people in advisory.

audit 141

audit Healthcare Tax Start-ups 141

Cherry Bekaert

AUGUST 7, 2023

In the second episode of our “Year of Efficiency” podcast series, Jerry Hereden hosts Tertius Eksteen , Senior Manager, and Pamela Butler , Manager, from Cherry Bekaert’s Digital Advisory Services group to discuss how some technology companies are optimizing their business while on a Digital Transformation journey.

Technology 98

Technology 98

CPA Practice

MAY 3, 2023

Centri Taps Blake Roberts to Lead Technical Accounting Practice Centri Business Consulting, LLC , one of the industry’s fastest-growing and most respected accounting and advisory firms, recently announced the addition of a new Partner and Technical Accounting Practice Leader, Blake Roberts.

Washington 78

Washington Gambling public accounting New Jersey 78

Withum

JANUARY 22, 2024

Click Here View On-Demand Webinar Withum’s Technology and Emerging Growth Services Practice released its Tech Summit Series that examines trending topics in the technology industry. Partner Julie Tracy Manager, Advisory Services – Withum The post On-Demand Webinar: 2024 Tech Summit Series appeared first on Withum.

Technology 52

Technology accounting and finance Finance Account 52

Cherry Bekaert

MAY 15, 2023

In this episode of Cherry Bekaert’s Digital Journeys podcast and the second part of our system integration series, Jim Holman , Director and Strategy & Operations Leader, welcomes Jon Schrader , Director and Business Applications Leader, as they summarize the various layers of system integration. Contact us today !

98

98

Cherry Bekaert

OCTOBER 5, 2023

1) Fast-forward to present day and the fundamental concepts performed by modern bookkeepers and accountants remain, but functionality and performance look vastly different in the age of all things digital. Enter the importance of a cloud-based digital financial management solution. Cited Resources: Hearst Newspapers (2018, November 5).

Real Estate 115

Real Estate Account accountant accounted 115

Cherry Bekaert

JUNE 9, 2023

Authors: Graham Michitsch , Senior Manager, Risk & Accounting Advisory Services | Louis Liu , Manager, Risk & Accounting Advisory Services Digital assets and the underlying technology have taken the marketplace by storm in recent years and accountants are not immune.

Account 98

Account accountant accounted accounting and finance 98

CPA Practice

DECEMBER 4, 2023

Harnessing the power of GenAI, transformation of practice areas, building capacity and a sharp focus on leadership and talent strategies are the key themes being discussed at this week’s 2023 Digital CPA conference, an event for forward-thinking accounting professionals. CPA.com’s CAS 2.0

audit 59

audit Technology accounting and finance Education 59

Going Concern

MAY 31, 2023

“With their leadership, I look forward to our continued journey creating the advisory CPA firm of the future, today.” Badani, CPA Assurance – Financial Services (Irvine, California) Ashley R. Damone , JD Tax – Transfer Pricing (Philadelphia, Pennsylvania) Bishesh Devkota , Consulting – Baker Tilly Digital (Washington, D.C.)

Wisconsin 52

Wisconsin Real Estate Pennsylvania Illinois 52

Going Concern

MAY 5, 2023

Entry-level CPAs in advisory practices are making $11,000 more than CPAs starting out in audit and tax, and $20,000 more than non-CPAs in advisory. The first use case of the digital assistant was to make team directories more easily searchable, for greater ease of locating colleagues.

audit 95

audit cpas auditor Mississippi 95

Cherry Bekaert

SEPTEMBER 13, 2023

In 2022, the organization was acquired by a middle-market private equity firm to drive value through digital transformation and operational efficiencies. Maximizing Operational Efficiency and Profitability With Automation Customer service would play an important role in the improvement of customer success and growth.

Technology 105

Technology E-commerce Hospitality Manufacturing 105

Xero

DECEMBER 10, 2023

In today’s accounting and bookkeeping practices, you can find yourself juggling client communications, compliance and acting increasingly in advisory roles – all while still managing your ever-growing daily management tasks. So how can you streamline time spent on admin, workflows and processes?

bookkeeping 87

bookkeeping Start-ups Account accountant 87

Xero

MAY 30, 2022

It’s said that 10 years’ worth of digital transformation have taken place in just the last two years. Clarity: Bringing high-level advisory services to small businesses. Accounting advisory services have long been bespoke, expensive, and difficult to resource. decline (year to December 2020).

bookkeeping 108

bookkeeping Technology accounts payable accounting and finance 108

KROST

AUGUST 10, 2021

Keith’s hard work and dedication to the needs of his clients have been hallmarks of his time at KROST, and as the industry leader for KBI he has taken his client service to the next level. View all our Assurance & Advisory Services on our landing page ». Los Angeles Business Journal Minorities of Influence: CPAs. Full Bio.

CPA 97

CPA Real Estate cpas Hospitality 97

Cherry Bekaert

MAY 23, 2023

In today’s digital age, it’s imperative to manage your organization’s data for policies, procedures and best practices to maintain the system integrity and performance. Finally, they look at regulatory requirements and how data assets can assist in more robust and effective reporting.

Government 52

Government Technology Account accountant 52