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CPAs often ask me how long their new client onboarding process should take. My reply: As long as it takes to answer three key questions that I introduced in my last article: 1. Where are you now?2. Where do you want to go?3. How do you know if you are on track to get where […]
Doeren Mayhew, a Top 100 Firm based in Troy, Michigan, has completed its acquisition of Evans Chastain, LLC, a firm based in Houston. The deal expands Doeren Mayhew’s footprint in the Houston area and bolsters its presence in the real estate sector. Doeren Mayhew has locations not only in Texas and its home state of […]
The expansion of a tax credit for electric vehicles isn’t likely to appear in a broad deal being negotiated by House and Senate leaders, and backers of the popular tax break say President Donald Trump is to blame. “There has been extreme resistance from the president,” said Senator Debbie Stabenow, a Michigan Democrat who has […]
More than half of accounting firm clients (56 percent) have been with them for eight or more years — and over a third (34 percent) have been with them a decade or longer, according to a recent survey. The research, part of the monthly Accountants Confidence Index study that Accounting Today conducts in partnership with […]
Like many elements of running a successful accounting firm today, the process for evaluating and onboarding new clients can be improved by an order of magnitude with modern technology. Specifically, the solution set a firm uses to manage data has an outsized impact on the speed and effectiveness of its business acceptance process. And improving […]
Withum holds its annual Week of Caring; the New Jersey Society donates over 6,600 lbs. of food; Grant Thornton names Sneakers for Soldiers to its Purple Paladin program; and other charitable initiatives from firms across the country.
BKD appoints new national leader for private equity; Crowe elects 34 partners and principals; and more personnel news.
NJCPA delivers more than 6K pounds of food and supplies to community food bank; DuCharme McMillen celebrates 25 years; and more CPA news.
Data engineering company Innodata has released a new product that may be of great interest to accountants: an online document analytics platform that can convert documents to data points, including visualizations. Dubbed DocAnalytics, the platform is designed to be applicable across a range of industries including financial services. The data points generated by DocAnalytics conform […]
Intuit has introduced a range of new features to ProConnect Tax Online, its professional tax preparation product, for tax year 2019. Updates include new forms, e-file capabilities, and behind-the-scenes software upgrades. Responding to recent upheavals in tax law, Intuit states it has been making key improvements to ProConnect Tax Online to ensure continued support for […]
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