ThomsonReuters

JULY 6, 2023

If you’re a leader within an accounting firm, you’ve likely heard of advisory services and their lucrative impact. Offering your clients proactive advice through accounting advisory services is especially important as the regulatory and legislative landscape continues to become increasingly complex. Let’s take a look.

Accounting Firms 98

Accounting Firms Compliance Start-ups Marketability 98

ThomsonReuters

JULY 6, 2023

As accounting firms look to differentiate themselves from the competition, one trend is leading the way: business advisory. From advising on mergers and acquisitions to specializing in accounting and advisory in your clients’ specific industry, there are many ways to take advantage of this unique opportunity.

Accounting Firms 98

Accounting Firms Start-ups Compliance Mergers & Acquisitions 98

ThomsonReuters

FEBRUARY 28, 2024

A culture of happiness and growth In the six years after she became a CPA, Shaul worked at several accounting firms and experienced some less-than-ideal managers. I wanted to be the best manager and have the best firm, and create a culture where everyone is happy, and we can continue growing.”

Start-ups 98

Start-ups Accounting Firms Compliance 98

ThomsonReuters

JULY 6, 2023

It’s called advisory services, and it builds on the client relationships you already have and the expertise you’ve worked so hard for. Here, we make the case by taking a look at the current landscape of the accounting profession and why transitioning to advisory services could be the career path you’ve been looking for.

Finance 98

Finance Accounting Firms Start-ups Technology 98

ThomsonReuters

AUGUST 3, 2023

As a result of the explosion of new tools and software available, accounting firms have a significant opportunity to improve their reputational status through enhanced advisory service offerings. Capturing the application of this knowledge, and charging for it, is a key focus of advisory services and value-based pricing.

Technology 98

Technology Accounting Firms Compliance Marketability 98

ThomsonReuters

FEBRUARY 29, 2024

Transforming to advisory services When Lanphier first heard about advisory services, it sounded like a buzzword to her. Now, advisory services sounded like it would address some of the problems her firm was facing. Since adopting the new model, the firm has continued to refine its advisory services.

Start-ups 97

Start-ups Accounting Firms Technology Marketability 97

ThomsonReuters

JULY 6, 2023

But what does accounting advisory mean and how can your firm take advantage of this unique opportunity to showcase your knowledge and build deeper relationships with your clients? Let’s take a look at the basics. What is accounting advisory? Watch now >> What is the difference between accounting advisory and consulting?

Start-ups 88

Start-ups Compliance Accounting Firms Technology 88

ThomsonReuters

MARCH 8, 2024

How can you build your service offerings to better serve your clients and grow your CPA firm through accountability? Take an approach that considers who your clients currently are and the nature of the services you currently provide. How do firms think ahead to provide better services for their clients?

Technology 96

Technology Accounting Firms Compliance 96

ThomsonReuters

FEBRUARY 26, 2024

It was working there that she realized there was a great need and lots of opportunity for tax services professionals in her existing community. After her former boss became ill and was no longer able to work, the opportunity arose for her to service his clients, and therefore create  her own practice.

Start-ups 98

Start-ups Accounting Firms Marketability Technology 98

IVSC

APRIL 24, 2024

The new board members come from a diverse range of backgrounds, including academia, standards setting organisations, professional bodies, investment, and professional services. This process underscores the IVSC’s commitment to a transparent and inclusive standard-setting process, aligning with best practices globally.

Intangible Assets 130

Intangible Assets Business Valuation Appraisal Marketability 130

ThomsonReuters

JULY 11, 2023

Facing a rise in client expectations and an increasingly complex regulatory environment , a growing number of firms are looking to transform their practice and take their advisory services to the next level. So how can firms elevate their advisory journey? What are the paths to advisory services?

Compliance 75

Compliance Marketability 75

Harvard Corporate Governance

APRIL 9, 2024

One settlement involved a registered investment adviser that provided robo-advisory services to retail accounts and also managed pooled investment vehicles. The advisers paid combined civil penalties of $400,000.

Marketability 118

Marketability 118

ThomsonReuters

FEBRUARY 8, 2024

Jump to: Unlocking the power of advisory tools Deliver advisory engagements with Checkpoint Edge Advisory Maps Grow your firm with Practice Forward Advisory tools have emerged as transformative forces in the tax and accounting profession, empowering firms of all sizes to deliver efficient and effective services to their clients.

Accounting Firms 52

Accounting Firms 52

ThomsonReuters

APRIL 25, 2024

Jump to: Unravel tax law complexity with AI-powered tax research Alleviate workload pressures with AI-powered workflows Prioritize well-being and renewal Strengthen client relationships by shifting to an advisory model Has a stressful tax season left you reeling? So how do you educate your clients on the value of advisory services?

Technology 52

Technology Compliance 52

IVSC

JUNE 6, 2023

He was Chairman of the Board of Trustees of Fundação Estudar and a member of the Advisory Board of Columbia Global Centers Latin America (Rio de Janeiro) and of the Committee for Acquisitions and Mergers (CAF), as well as a Fiscal Advisor to the Lemann Foundation. She is a member of the Accounting Hall of Fame.

Equity 130

Equity Mergers & Acquisitions Marketability 130

ThomsonReuters

SEPTEMBER 7, 2023

Clients are turning to their professional teams, including their accounting firms, to take on more advisory roles. Clients are expecting much more than traditional bookkeeping, tax returns, and payroll services. There is pressure to rapidly ramp up service offerings while facing staffing shortages.

Accounting Firms 59

Accounting Firms Compliance Technology Marketability 59

Harvard Corporate Governance

DECEMBER 4, 2022

conduct due diligence and monitoring of third-party record keepers and to obtain reasonable assurances that they will meet certain standards of service. conduct due diligence and monitoring of third-party record keepers and to obtain reasonable assurances that they will meet certain standards of service. more…).

100

100

Benzinga

APRIL 29, 2024

CLEVELAND, April 29, 2024 (GLOBE NEWSWIRE) -- The Riverside Company announced that its affiliate has signed a definitive agreement to acquire The Townsend Group ("Townsend") from Aon plc (NYSE: AON ) a leading global professional services firm.

45

45

Harvard Corporate Governance

AUGUST 16, 2023

For investment managers who are broadly marketing their funds and advisory services, the significant political backlash may cause many to question whether ‘ESG’ as a term continues to be a useful concept.

Marketability 189

Marketability 189

Harvard Corporate Governance

MARCH 11, 2023

Individually and collectively, the developments are further fracturing an already complicated landscape for financial services companies, including private investment managers that invest money on behalf of state pensions. 2] In at least one state, banks are fighting back. [3] 3] (more…)

Banking 274

Banking Marketability 274

ThomsonReuters

AUGUST 15, 2023

Jump to: 1: Unlock the benefits of value-based pricing 2: Gaining an advisory service advantage with client-centric services 3: Getting ahead with Practice Forward As the accounting industry continues to evolve, it is important for accounting firms to understand the benefits that advisory services can offer.

Accounting Firms 52

Accounting Firms Start-ups 52

Harvard Corporate Governance

OCTOBER 21, 2022

ESG Reporting: Asset Managers Express Divergent View. Posted by Subodh Mishra, Institutional Shareholder Services, Inc., Remark by Commissioner Uyeda to the Small Business Capital Formation Advisory Committee. Posted by Lindsey Stewart, Morningstar, Inc., on Monday, October 17, 2022. on Tuesday, October 18, 2022. Uyeda, U.S.

Capital Structure 200

Capital Structure Equity Compliance Banking 200

IVSC

SEPTEMBER 30, 2022

” As a former financial services regulator, I have experienced first-hand the value of international standards in strengthening and transforming financial markets. Between 1982 and 1989 Japheth worked for the UK Department of Trade and Industry in the insolvency service and companies investigation division.

Banking 246

Banking Start-ups Marketability Finance 246

Harvard Corporate Governance

AUGUST 17, 2022

Posted by Nina Wilson, Edelman, on Wednesday, August 17, 2022 Editor's Note: Nina Wilson is Vice President of Edelman ESG Advisory. asset managers are right to be wary: the raids in Germany came just days after the U.S. million fine to the SEC to settle allegations that the firm made misleading claims about ESG funds it managed.

Banking 252

Banking Marketability 252

Harvard Corporate Governance

SEPTEMBER 29, 2022

Posted by Subodh Mishra, Institutional Shareholder Services, Inc., on Wednesday, September 28, 2022 Editor's Note: Subodh Mishra is Global Head of Communications at Institutional Shareholder Services, Inc.

Marketability 180

Marketability 180

Sun Acquisitions

FEBRUARY 27, 2024

Larry Sanderman, Managing Director of Sun Acquisitions, will be the lead advisor for these client engagements. Value Added Steel Distributor The value-added steel distributorship offers cutting-edge services, including cutting, grinding, metal finishing, and more, to prepare products according to customer specifications.

Marketability 59

Marketability 59

ThomsonReuters

JANUARY 4, 2024

Tax planning strategy #1: Utilize short-term staffing solutions As tax season begins, firms in need of a short-term boost in headcount should consider outsourcing services to increase workload capacity. Partial outsourcing is also an option. Partial outsourcing is also an option.

Accounting Firms 78

Accounting Firms Technology Compliance Marketability 78

M&A Leadership Council

MARCH 27, 2024

He left active duty to become an FBI Agent and served for 24 years before retiring as a member of the Senior Executive Service. He successfully led cybersecurity consulting teams focused on incident response (“IR”), tabletop exercises, and advisory services. Last name: Bessette Special Guest:

Technology 52

Technology Marketability 52

Appraiser Newsroom

APRIL 24, 2024

Today, I run a mobile consulting firm that includes my valuation practice, a report review service, online education, and a coaching business … all of which I built by leveraging my professional network and social media and hiring virtual assistants to make the available technology work for me. He is also the director of the Atlanta office.

Intangible Assets 52

Intangible Assets Business Valuation Capital Structure Business Enterprise 52

Harvard Corporate Governance

DECEMBER 16, 2022

Posted by Subodh Mishra, Institutional Shareholder Services, Inc., on Friday, December 16, 2022 Editor's Note: Subodh Mishra is Global Head of Communications at Institutional Shareholder Services (ISS). The full paper is available for download from the Institutional Shareholder Services (ISS) online library. KEY TAKEAWAYS.

Finance 207

Finance 207

Sun Acquisitions

AUGUST 2, 2022

Sun Acquisitions is pleased to announce the closing of three Buy-Side campaigns in the last two months including an industrial pumps distributor, specialty electronics distributor, and a waste management firm. Larry Sanderman, Managing Director, led all these Buy-Side campaigns which produced numerous leads for our clients.

Marketability 98

Marketability 98

ThomsonReuters

APRIL 4, 2022

Whether you’ve read about it in industry publications, heard about it at trade conferences or discussed it with your peers, you know that more and more firms are shifting away from compliance-based practices in favor of higher-value advisory services. Strategic advisory services can nurture key client relationships.

Compliance 97

Compliance Finance Marketability Technology 97

Sun Acquisitions

APRIL 2, 2024

Specializing in precision metal services and medical manufacturing, Grace has earned a stellar reputation for delivering custom metal parts utilizing various cutting-edge processes. with advisory services throughout the diligence period. New owners Grace Manufacturing boasts a rich history, having been founded in 1966.

Marketability 59

Marketability 59

ThomsonReuters

JUNE 22, 2022

A cry for advisory help unanswered. When she asked her accountant at the time for advisory help, she was turned down. She had been losing money every month while her accountant, who was managing her bookkeeping, sat idly by. I pay her monthly now for consultative services,” she continued. They started in May.

Start-ups 98

Start-ups Accounting Firms Banking Marketability 98

Benzinga

JANUARY 30, 2024

DiSalvo has joined the firm as Managing Director. Mr. DiSalvo covers the Technology sector with a focus on Healthcare Technology (HCIT) and Technology Services. He brings 20 years of experience in investment banking, financial advisory, and valuation services, and is based in California.

Banking 40

Banking Technology Marketability 40

Harvard Corporate Governance

OCTOBER 31, 2022

Today, the Commission is considering whether to adopt proposals regarding investment advisers’ use of third-party service providers. They realized that there’s a fundamental difference between an operating company that makes cars and an investment adviser that manages someone else’s money. [2]

188

188

Accountancy Today

OCTOBER 24, 2023

FRP’s debt advisory team has advised Mobeus Equity Partners on The Translation People’s on a successful £10.5m Headquartered in Manchester, the business delivers translation services to clients around the world from its eight offices in Europe and the United States, working with a global network of more than 4,000 language specialists.

Debt Financing 71

Debt Financing Corporate Finance Finance Banking 71