Professional Services

Getting paid as attorneys means that we keep track of the work we do, that we send appropriate invoices in a timely manner, and that we promptly follow up on...

Workforce planning and development is a hot topic in every organization. However, many still struggle to launch effective change programs.  Too often, HR initiatives like performance management, learning management, and...

The first website redesign project I led was a six-month-long baptism by fire. I learned everything on the fly, which is a great way to grow and get hands-on experience...

As we enter the weeks leading up the election, the future of tax policy is certainly one of the hot topics being discussed on the campaign trail. Considering the pending...

Subscription-based planning firm Facet this week announced it has raised $35 million in new financing. The round was led by Multiplier Capital, with additional investment from previous investor Warburg Pincus, as well...

Unlocking simplicity in tax research Navigating the complex world of tax research can be daunting. Tax professionals often grapple with an ever-evolving landscape of new regulations, intricate tax codes, and...

So, you just received Form 1099-MISC for the tax year, and you’re wondering what on earth miscellaneous income is. We get it — let’s break down what this form means,...

By CPA Trendlines Research A newsletter for clients should serve several purposes. Frame it so that it does more than simply state facts. Aim those facts as various objectives. MORE...

A lawyer’s marketing efforts should focus on generating a strong referral pipeline—Can Lawyers Pay Referral Fees to Non-Lawyers? In most practice areas, a lawyer’s marketing efforts should focus on generating...

Artificial intelligence (AI) has been newsworthy in our recent, 24/7 news cycles. Will AI harm us? Will AI eliminate human jobs, or provide shelter, food, and clothing so humans need...