News & Updates

There’s a secret lurking in the depths of the public accounting world. A hidden treasure, a powerful weapon that can catapult your firm to new heights of success. It’s called “advisory services.” And yet, despite its immense potential, many firms are not yet experiencing its transformative power. Why? Because they’re looking in the wrong place. The truth is, advisory services

The world of accounting is more than just crunching numbers and balancing the books. For those who have chosen this profession, there is a calling to be more than just an accountant. To be a Trusted Advisor, to be someone who is impactful and rewarding, and to be a problem solver. Meaningful transformations One of the most meaningful transformations that

Imagine this: You’ve just started your dream business. The entrepreneurial fire is burning bright within you, and you’re filled with ambition, passion, and excitement. But then, reality hits, and you find yourself overwhelmed by the financial complexities, growing pains, and myriad questions that come with running a business. Who do you turn to for help? Who can you trust to

Staff and employee annual reviews help assess where teams need additional help, guidance, and development. If only they weren’t so painful…Guest host Donny Shimamoto talks to Menlo Innovations representatives in this episode of Transformation Talks. Learn how more open reviews–and pay transparency–could improve team morale.

In a world where trust and integrity are more valuable than ever, the accounting profession stands tall as a beacon of hope. It’s a field where ethics and client interests reign supreme, and these core values set accountants apart from other business consultants. But the future of accounting is evolving, and as we embrace this change, we must not betray

Wheeler also suggested ideas for introducing accounting innovations to staff and gaining adoption and how a “learn by doing” approach helps to build staff competency and is also a way to explore new solutions.

As a small accounting firm, you likely handle a significant amount of sensitive financial data on a daily basis. From tax returns to banking information, your clients trust you to keep their information secure. However, cybercriminals see small accounting firms as prime targets for attacks due to their often-limited cybersecurity resources.

Since 2010, the Accounting MOVE Project is the only annual benchmarking research and advocacy report that measures and supports the advancement of women and diverse talent at accounting and advisory firms.

His firm made the choice to invest in technology when they decided the right technology could eliminate one salaried position and pay for itself.

In recognition of National Stress Awareness Month, the Center for Accounting Transformation is offering “The Value of Personal Resilience: What Business Professionals Need to Know,” a free online program to help business professionals develop the skills and knowledge needed to build personal resilience and mitigate the negative effects of stress.