Advisory August 1, 2025
Alexion.AI Emerges to Empower the Accounting Profession
Alexion acts as connective tissue across firm systems: normalizing unstructured data, reconciling fragmented context, and building AI-powered memory infrastructure.
May 26, 2022
Accion Opportunity Fund Launches Small Business Coaching Hub
Through the AOF Coaching Hub, small business owners can schedule coaching sessions via phone or Zoom with just one click. AOF's expert advisors are available to support small business owners on the most pressing challenges like business and startup ...
May 25, 2022
RSM Announces Family Office Institute, Co-Developed with Cornell University
The RSM Family Office Institute will begin in June 2022 and will help enable 35 family office specialists to communicate the business, family dynamics/conflict, financial, risk, tax and other issues family offices face.
May 25, 2022
How to Know when You’re Ready to Move to Advisory Services
Everyone’s talking about advisory – it continues to be a hot topic in the tax and accounting profession, but how do you know as a business owner when it’s time for your business or firm to make the move to advisory?
May 25, 2022 Sponsored
FP&A App and Two-Way Excel Sync Now Available for QuickBooks Online Advanced
With more accountants adding advisory services to their practices, having workable tools at your fingertips is more important than ever to create workflow solutions for your clients that help them grow.
May 23, 2022
Professionals on the Move – May 23, 2022
Professionals on the Move is a round-up of recent promotions and new hires in and around the accounting profession.
May 23, 2022
Three Back-to-Back CPE Webinars on June 14, 2022: Tax Best Practices, Digital Transformation, and Innovation in the Profession
Each free session is a stand-alone CPE event worth one hour of credit, and attendees can participate in one, two or all three live events. Separate registration is required for each free session. Multiple persons participating from the same office ...
May 20, 2022
3 Common Roadblocks to Advisory
Tax Advisory continues to be an emerging trend in the tax and accounting industry, but why are so many still hesitant to begin their journey toward advisory services? There are a few reasons including mindset, comfort levels, and practice.
May 19, 2022
New AICPA Chair Looks to Foster Growth Opportunities and Diversity Gains within Accounting Profession
Anoop Natwar Mehta, chief strategist of the aerospace firm Analytical Mechanical Associates (AMA), is the new chair of the American Institute of CPAs (AICPA), the world’s largest member organization representing the CPA profession.
May 18, 2022
Firm Management Lessons from the Grocery Store
If you want to successfully evolve your firm into the modern era, you need to start building your grocery store the right way, learn from the transformation of the modern grocery store in the 1960s and modernize your practice.
May 18, 2022
Jared Ballew Honored for Work in Cybersecurity and Tax Software
The Internal Revenue Service named him Vice Chair of its Electronic Tax Administration Advisory Committee, and he also serves on multiple other national cybersecurity and tax advisory committees – all with the aim of preserving the integrity, security ...
May 17, 2022
Illinois CPA Society Honors 2022 Women to Watch Award Winners
The Illinois CPA Society (ICPAS), in partnership with the ICPAS Women’s Committee and the AICPA Women’s Initiatives Executive Committee, presented the winners of the prestigious 2022 Women to Watch Awards at the ICPAS Women’s Leadership Forum, held ...
May 17, 2022
Baker Tilly Acquires Accounting Firm Bader Martin
Business advisory CPA firm Baker Tilly US, LLP (Baker Tilly) enters the Pacific Northwest with the acquisition of accounting firm Bader Martin, P.S. (Bader Martin) effective June 1.