Practice Management

Chris Picciurro, CPA

Chris James, JD, and Christopher Picciurro, CPA/PFS, MBA, ARA, on the impact of the cloud on client services

Bundled services

How to deliver bundled services

client meeting

Advisory services: business tax strategy checklist

Jim Buffington, CPA

Jim Buffington, CPA, on advisory services and the future of the tax profession

social media for tax professionals

Using Technology to Enhance Your Social Network

small business tax and finance

Developing an advisory workflow to support retail clients

Workflow of the future

Accounting in the fourth industrial revolution

Security for tax professionals

Cybersecurity: A critical opportunity for advisory services

technology for tax professionals

Top Tech Tasks to Automate

technology for tax professionals

Creating your tech stack to deliver advisory services

Construction Tax Advisory Services

Developing an advisory workflow to support construction clients

Kenneth Ray, CPA

Kenneth Ray, CPA, on technology, advisory services and tax reform