October 9, 2013
Hey CPAs: Don’t Be Just Your Clients’ “Tax Guy”
Some of these accountants are suited for and satisfied with that role, but there are many others who recognize that the market demands a more proactive, advisory approach with clients.
October 1, 2013
BMRG Advisory Program Adds Palo Alto Software as a Partner
BMRG Advisory Program has announced that Palo Alto Software, Inc. is now a Premier Sponsor. BMRG provides collaborative educational and advisory services for CPA/accounting firms, technology companies and other small and mid-sized businesses. Palo Alto Software provides cloud-based tools that help small businesses plan and track their financial metrics. LivePlan, the company’s flagship product, helps...…
September 23, 2013
WTP Advisors Merges with N.Y. Forensic Accounting Firm BSG
The New York-based forensic accounting and litigation support firm, Boucher Stickley Group (BSG), has merged with WTP Advisors, a global tax and business advisory firm. BSG is known for its pioneering systems used to perform complicated quantitative analysis related to controversy resolution.
September 3, 2013
Four Questions that are Key to Winning New Clients
Your firm may be successful today, but everyone knows that success can be fleeting unless you’re continuously thinking ahead to identify and win the next client.
August 29, 2013
Winners announced for 1st Annual Bridging the Gap Awards
August 29, 2013 – Boomer Consulting, Inc. announced today the recipients of the inaugural Bridging the Gap Awards. These awards recognize both firms and individuals in the accounting industry that excel in aligning technology, firm management and talent development.
August 14, 2013
Big Four firm earns top rank for global forensics and dispute advisory services
Deloitte also named a Vanguard leader in both forensic and investigative services and dispute advisory and analysis services based on capabilities.
July 29, 2013
PwC appoints new leader for U.S. Advisory Services
Everson succeeds former U.S. Advisory Leader Dana Mcilwain, who is now PwC US Services Leader
July 25, 2013
New York CPA and Advisory Firm Streamlines Tax Processes and Workflow
Berdon, LLP recently announced changes to its workflow management systems in efforts to streamline its tax processes and scheduling.
Technology April 29, 2013
4 Tips for a Successful Client Newsletter by: Kristy Short, Ed.D.
A client newsletter is one of the most effective ways to ‘speak’ to your clients. A newsletter not only provides a regularly scheduled touch (or contact), which makes your clients feel connected to you, it also builds loyalty and drives sales.
April 8, 2013
2013 Innovation Awards Nominee: ProSystem fx Client Intelligence
ProSystem fx Client Intelligence nominated for 2013 Innovation Awards.
October 29, 2012
Partnering for Success: How a Property Manager Saved Time and Money
What does a property management company do when the technology they use to manage their property is causing them more headaches than it’s relieving? This is what Lynn Charles faced in 2008 as the general manager of 160-unit apartment property in Northeast Philadelphia.