Browsing: practice

The guidance centers on two key areas: when an organization uses AI in its financial reporting or controls, and when auditors use AI-related technology in performing the audit.

Before investing in more promotion, determine whether the real constraint is positioning, referrals, capacity or patient experience.

Independent wealth management company Beta Wealth Group has established Beta Wealth Group Tax & Accounting, a certified public accountant (CPA)-led entity operating under common ownership.

New feature lets accounting firms connect Qount data directly to ChatGPT, Claude, and the AI tools they already use

If you’re affiliated with Practice Management, attorneys want to hear from you as part of an investigation into reports of a possible data breach. • Keep reading for more information

Behind closed doors, the mood among UK accounting partners is less about revolutionary tech trends and far more about daily operational pragmatism. As the first £50,000 threshold for MTD for ITSA fast approaches, practices are finding themselves stretched thin by relentless regulatory shifts and a stubbornly tight talent market.

Marketing is in a bit of a funk. Many marketers lack influence in the boardroom, and responsibility for anything other than comms. The ‘more with less’ mantra has left many feeling stretched. Growth is hard to come by, but that doesn’t stop your boss demanding returns, regardless of how sustainable, and now. 

Stibo Systems provides master data management technology designed to help organizations govern and connect critical enterprise data. Its STEP platform supports multi-domain master data across areas including customers, products, policies, accounts, entities, brokers, counterparties, consent, locations, hierarchies, and relationships. Pulse 2.0 interviewed Stibo Systems FSI Industry Practice Lead Mark Blake to learn more.

Westpac’s second W Talks report, Productivity in Practice, developed in partnership with The Demographics Group, explores how Australian businesses are responding to the productivity challenge through technology, leadership, culture, workforce design and continuous improvement.  

Withum expands in Southern California, strengthening its West Coast footprint and assurance practice.