ThomsonReuters

JULY 6, 2023

If you’re a tax and accounting professional, you’ve likely found yourself answering numerous questions related to your clients’ tax returns. That’s why many accountants are embracing the profitable shift to tax advisory services. That’s why many accountants are embracing the profitable shift to tax advisory services.

Tax 98

Tax tax return income tax audit 98

TaxConnex

NOVEMBER 21, 2023

In the world of accounting and tax, CPAs, accounting firms, and advisory firms play a vital role in helping individuals and businesses manage their finances and stay within the rules. Common Situations to Watch For (that create sales tax risk): Sales growth or sales into new states. Audit notices. Product expansion.

cpas 147

cpas Sales Tax audit 147

TaxConnex

NOVEMBER 22, 2022

In our blog last week, we looked at how sales and use tax advisory services might be a good new field for CPAs and accounting firms. Another cost-effective approach to adding sales and use tax advisory services: partnering with sales and use tax experts. Review the sales tax payable account.

accounting firms 130

accounting firms Sales Tax tax return 130

CPA Practice

SEPTEMBER 25, 2023

By Sandy Petty, CPA, CGMA, PHR, SHRM-CP Determining the right pricing strategy for advisory services is a science and an art. I want to dive into the essential aspects of pricing advisory services to help my tax and accounting peers navigate this crucial aspect of their practice.

audit 113

audit accounting and finance accounting firms CPA 113

CPA Practice

APRIL 1, 2024

Top 200 accounting firm Stambaugh Ness has acquired Left Brain Professionals, a Westerville, OH-based accounting and advisory firm serving government contractors, effective April 1. In conjunction with the acquisition, Stambaugh Ness has launched an Outsourced Accounting Services (OAS) for Government Contractors practice area.

Government 52

Government accounting system accounting firms Tax 52

CPA Practice

MARCH 6, 2024

Loveland, CO-based Pinion launched Pinion Global Network, a collaboration of food and agricultural advisory firms from around the world, on March 4. the other Pinion Global Network member firms are Pinion Advisory in Australia and ACS 360 in South Africa. accounting firm with roots dating back to 1932.

Agriculture 52

Agriculture Tax accounting firms Account 52

CPA Practice

FEBRUARY 23, 2024

In the 2000s and 2010s, CPAs witnessed technology advancements that largely accrued to accounting-centric workflows. Vendors streamlined tasks like bookkeeping which unblocked time for higher-value opportunities, namely client accounting services (CAS). This, however, is set to change.

Technology 64

Technology Tax cpas tax preparation 64

Going Concern

FEBRUARY 6, 2024

According to the press release, Baker Tilly has doubled its workforce in the past five years and the deal will help them continue to grow in all the ways a large accounting firm can. Baker Tilly US, LLP will operate as a separate legal entity pursuant to regulatory and independence requirements. Get ready for a very flashy merger ahead.

cpa firm 89

cpa firm accounting and finance public accounting CPA 89

CPA Practice

JULY 31, 2023

Professionals on the Move is a round-up of recent hiring and promotion announcements from across the accounting space. He provides accounting and assurance services to both public and privately held companies, primarily those within the construction and manufacturing sectors. Deatrick joined the firm in 2009.

Real Estate 97

Real Estate West Virginia Manufacturing audit 97

Cherry Bekaert

DECEMBER 12, 2023

  Why should private equity investors pay attention to cyber risks in the M&A process? When should a cybersecurity risk assessment be conducted? What are the potential risks of a cybersecurity breach at any point in the investment lifecycle?

Account 52

Account accountant accounted 52

CPA Practice

FEBRUARY 14, 2024

Global accounting and tax services firm Grant Thornton LLP has deployed a new tool to help its internal audit, compliance and other risk management professionals streamline their clients’ control design and assessment processes.

audit 52

audit tax services Technology Tax 52

CPA Practice

FEBRUARY 13, 2024

Global accounting and tax services firm Grant Thornton LLP has deployed a new tool to help its internal audit, compliance and other risk management professionals streamline their clients’ control design and assessment processes.

audit 52

audit tax services Technology Tax 52

Cherry Bekaert

DECEMBER 20, 2023

In the latest episode of our Risk & Accounting Advisory podcast, Neal Beggan , Risk Advisory Leader, and key leaders from Cherry Bekaert’s Risk Advisory SOX practice, Yani Diaz and Peyton Black , discuss SOX “hot buttons” to look out for as 2023 comes to an end.

auditor 52

auditor audit Account accountant 52

ThomsonReuters

JULY 11, 2023

Facing a rise in client expectations and an increasingly complex regulatory environment , a growing number of firms are looking to transform their practice and take their advisory services to the next level. Accounting professionals have long been trusted advisors for their clients. What are the paths to advisory services?

tax preparation 75

tax preparation tax planning Tax CPA 75

CPA Practice

FEBRUARY 5, 2024

Baker Tilly said on Monday it has received a “significant investment” from private equity firms Hellman & Friedman and Valeas Capital Partners in what the top 10 accounting firm says is the largest private equity investment in the CPA sector thus far. billion during its most recent fiscal year , according to INSIDE Public Accounting.

CPA 64

CPA Legal public accounting accounting and finance 64

CPA Practice

APRIL 4, 2024

Forty-eight hours after saying it was acquiring a Texas firm that specializes in government audits, top 15 accounting firm Crowe announced Thursday the addition of ITR Economics, a Manchester, NH-based economic research and intelligence firm. We’re very excited to welcome the ITR team to the Crowe family.”

New Hampshire 52

New Hampshire Texas audit Legal 52

PANALITIX

AUGUST 23, 2020

Business Advisory in a Post-COVID Environment: An Interview with Michael Burke. We covered a lot of ground in a recent interview with Panalitix client Michael Burke of Burke Raftery Chartered Accountants. Along the way, he completed a post-graduate degree in behavioral science, not a usual approach for an accountant!

chartered accountant 130

chartered accountant accounting and finance Manufacturing management accounting 130

ThomsonReuters

SEPTEMBER 9, 2022

We all know accountants have a certain reputation for being methodical, organized, risk-averse, and some might even say, boring. But for those accountants who’ve answered the call to provide advisory services and being that valued business partner their clients need, the accounting profession can be one exciting ride.

Account 98

Account accountant accounted tax return 98

CPA Practice

DECEMBER 13, 2023

Diversifying with tax-adjacent advisory services can add value to your existing clients, build recurring revenue streams and increase the likelihood of your tax clients returning next season. Offering these types of business advisory services can lead to significant gains for your clients.

Tax 105

Tax tax preparation managerial accounting bookkeeping 105

ThomsonReuters

JULY 25, 2023

For today’s accounting firms, advanced technology is no longer an option but a necessity. The most successful accounting firms are making the investment today to optimize growth tomorrow. Let’s take a look at how AI is transforming the way accountants work and why it will help shape the future of the profession.

Technology 98

Technology Tax audit accounting firms 98

Going Concern

SEPTEMBER 13, 2023

The cuts are concentrated in consulting, financial advisory, and risk advisory though a few audit and business services folks also got the axe. billion for its last fiscal year , not only a record for Deloitte but for every global accounting firm ever in the entire history of global accounting firms. .”

audit 86

audit accounting firms Account accountant 86

ThomsonReuters

MAY 15, 2023

The use of artificial intelligence (AI) has already had a tremendous impact in many industries, and the tax and accounting sector is no exception. With help from Checkpoint Edge, you’ll be able to take full advantage of emerging AI technologies to provide more efficient services for your clients.

Tax 98

Tax cpas Account accountant 98

CPA Practice

FEBRUARY 19, 2024

Professionals on the Move is a round-up of recent promotions and staffing announcements from around the accounting and tax profession. a Top 60 independent Certified Public Accounting (CPA) firm has expanded the leadership team in its Tax Advisory practice through the addition of several new hires. from Robert Morris University.

New Hampshire 64

New Hampshire audit accounting and finance Non-Profits 64

CPA Practice

JANUARY 31, 2023

Professionals on the Move is a round-up of recent hiring and leadership announcements in and around the accounting profession. Nina earned both her Bachelor of Business Administration (Accounting) and her Juris Doctor from Georgia State University. 1, 2023.

New Hampshire 110

New Hampshire Georgia Virginia public accounting 110

CPA Practice

JULY 11, 2023

Grant Thornton LLP, one of America’s largest audit, tax and advisory firms, has released its first-ever Global Sanctions Compliance survey. Despite the importance of risk management, 30% of survey respondents indicated that they do not provide regular board training or briefings to board members.

audit 98

audit Legal Government Tax 98

Withum

JUNE 7, 2022

Withum, a top 25 public accounting and advisory firm, welcomes experienced cybersecurity professional, Ed Keck , as a Partner and Market Leader of the Firm’s Cyber and Information Security Practice. I am looking forward to working with the dynamic and highly skilled team at Withum to expand our service offerings and assist our clients.

public accounting 98

public accounting Hospitality Healthcare Washington 98

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

Withum

JULY 31, 2023

(August 1, 2023) – WithumSmith+Brown, PC (“Withum”), one of the top 25 public accounting and advisory firms in the country, announced today that the firm is expanding its national footprint through the acquisition of two practices based in Baltimore, MD. We are thrilled to have this highly esteemed team of professionals come onboard.

CPA 98

CPA Healthcare public accounting audit 98

CPA Practice

DECEMBER 11, 2023

As we enter 2024, it’s natural to wonder what the future holds for this transformative emerging technology, especially for accountants. At the Ensuring Success Conference in Dallas , a session called “AI For Real: How Can Accountants Use This Technology?” reaches deal on landmark AI bill, racing ahead of U.S.

Technology 124

Technology audit E-commerce accounting principles 124

Cherry Bekaert

JUNE 28, 2023

Their conversation analyzes key considerations from both the client’s and service provider’s viewpoint. Their conversation analyzes key considerations from both the client’s and service provider’s viewpoint. high volume and low-risk control testing) to offshore strategically, so that your onshore and offshore teams succeed.

Account 52

Account accountant accounted 52

Cherry Bekaert

OCTOBER 5, 2023

Accounting , fondly known as the ‘language of business,’ tells the story of how a business is performing. 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.

Real Estate 115

Real Estate Account accountant accounted 115

CPA Practice

AUGUST 11, 2023

The Green Thumb Approach in accounting allows your firm to grow and thrive. Accountants can take this same approach to grow their firm through careful and strategic planning. A major complaint in the accounting industry is that clients do not hear from their accountant often enough. The approach is similar to gardening.

accounting firms 94

accounting firms Account accountant accounted 94

Ryan Lazanis

APRIL 16, 2022

This is my complete guide for accounting advisory services in 2022. In this guide, I’ll review: What accounting advisory services are. The top advisory services to offer in 2022. So if you’re looking to offer advisory services in 2022, you’ll want to check out this guide.

Account 98

Account accountant accounted accounting and finance 98

Cherry Bekaert

APRIL 9, 2024

There are tangible business benefits to measuring and reporting emissions,” says Gabriela Payne, Senior Manager, Risk & Accounting Advisory Services. All reporting is data driven,” says Joe Haehner, Partner, Risk & Accounting Advisory Services.

California 52

California Technology Manufacturing Transportation 52

CPA Practice

JANUARY 17, 2023

Eide Bailly sees risk awareness driving growth in sales tax automation. Sales taxes continue to be one of the most dynamic and risk prone areas of business operations, particularly since so many businesses are still not fully aware of their compliance requirements. Risk propels the conversation. Wayfair, Inc., Wayfair, Inc.,

Technology 98

Technology Sales Tax South Dakota 98

Going Concern

AUGUST 11, 2023

These mottos aren’t just phrases, they drive the work we do, our commitment to client service, the relationships we build and the communities we foster.” ” Normally we call BS on statements like these but in Plante’s case we really do rarely hear complaints from staff and Jim is cool.

Real Estate 52

Real Estate Healthcare Tax Account 52

Going Concern

NOVEMBER 6, 2023

So this dropped on Sunday, a possible merger of KPMG India, US, and UK advisory practices? Economic Times : KPMG India, KPMG US, and KPMG UK are exploring a merger of their advisory practices, a move aimed at multiplying their consulting business in India, said multiple people with knowledge of the matter. Just a rumor for now.

audit 82

audit Account accountant accounted 82