The traditional business model of CPA firms revolves around tax, audit, accounting, advisory and financial services. That business model has been this way ever since they introduced accrual accounting ...

A growing number of small and mid-sized businesses are discovering a gap in traditional financial services: bookkeepers handle historical transactions, accountants prepare tax returns, and strategic ...

A holistic service model extends beyond the traditional services scope (tax preparation, financial reporting) to incorporate recurring, proactive advisory services (financial advisory, strategic ...