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And just who, you may be asking, is Jackie Marie Peters? Put simply, Jackie Marie is your firm’s biggest nightmare. No, she’s not a client who...
Recently, a consulting client asked me to facilitate a strategy session, focusing on two topics: strategic growth and entrepreneurship. I thanked the managing partner and responded,...
The entire world has been awash in AI for the past few years and accounting is no exception. Yet, when polled by the Information Technology Alliance,...
In an ideal world, your general ledger is streamlined, automated, and error-free financial reconciliations. Yet, in reality, when it comes to reconciling, most accountants still find...
Mapping the talent hunt; what taxpayers don’t know; new blog on the block; and other highlights from our favorite tax bloggers. Nothing’s perfect Validation Maintaining momentum...
If financial advisors ask clients the rate of return for their rental real estate investment property, they should expect to hear a number at least 5...
Joel Cooperman, cofounder and former CEO of Citrin Cooperman, left the firm on March 31 after over 40 years. Cooperman founded the firm, alongside Niles Citrin,...
The chair of the Public Company Accounting Oversight Board, Erica Williams, issued a warning Tuesday after the House Financial Services Committee introduced draft legislation that would...
The Internal Revenue Service is facing a busy and uncertain future, with major staffing cuts, a decrease in funding, and turnover — including a veritable revolving...
CFOs and other senior finance executives are feeling less optimistic about their business expansion plans as tariff worries increase in the U.S. and other parts of...
