Let's face it: Clients of accounting firms come with unique, continuously evolving needs, which can make streamlining operations something of a moving target. Processing Content But in the realm of ...

The Innovative CPA Group, a Shelton, Conn.-based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. Innovative CPA Group, ...

As the accounting profession evolves in tandem with technological advancements, client expectations are shifting, too. Modern accountants are increasingly seeking ways to enhance their business models ...

Project management (PM) software is a universal need to keep track of goals, research, data, scheduling and everything else under the sun. If you have more specific needs, however, you may have to ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Today, businesses and professionals recognize the power of accounting software in handling complex financial processes. Some systems offer the basics like sending invoices, tracking payments, and ...

The acquisition will broaden Apella’s footprint in the Mid-Atlantic region of the US.

There are many ways for a firm to unlock new revenue. With the rapid acceleration of technology use and new offerings that arose from the pandemic, accountants have realized the benefits they can gain ...