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Article
Understanding common reasons M&A deals fail can help VC and PE investors avoid a similar fate.

September 24, 2024

Article
How do VC and PE investors limit unexpected cash outflows and preserve dry powder?

April 09, 2021

Article
Professional services firms are modernizing systems to the cloud.

November 22, 2019

Article
To avoid future litigation from unhappy heirs, get a letter of competency when you make changes to your will.

March 26, 2019

Article
A guide for CFOs and their boards to understanding why quality 409A valuation compliance is importan...
Article
There's no standard rule-of-thumb, such as reaching a certain head count, that dictates when a compa...
Updated August 10, 2022
Article
Notify certain government agencies of a name change due to marriage, divorce, adoption or identity change.

March 30, 2015

Article
Cloud computing is all the rage these days, but what does this new trend really mean for your business?

June 14, 2011

Article
The recent economic downturn, coupled with the tightening of the credit market, is affecting all typ...
Article
On Aug. 27, 2009, the FASB issued Accounting Standards Update No. 2009-05, Measuring Liabilities at ...
White Paper
What does the "evolution" of the CFO really mean today?

April 17, 2018

Case Study
They got refunds in two of three jurisdictions in under a year and created a methodology for future annual tax savings.

November 15, 2021

Case Study
Founded in 1965, NuCompass Mobility provides a full menu of U.S. domestic and global mobility servic...
Case Study
T&D Solutions (T&D) is a utility service company serving numerous investment-owned utilities, munici...
Case Study
Cloudmark is an award-winning leader in carrier-grade messaging infrastructure and security solution...
Case Study
The Sacramento Regional Fire/EMS Communications Center (SRFECC) provides fire protection and emergen...
Case Study
Private equity firm was expanding its business operations, while in the process of doubling the number of its employees.

June 17, 2019

Webinar
Discover practical ways to apply AI in your firm’s daily operations.

August 20, 2025 | 11:00 AM - 12:00 PM PT

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Tax changes ahead: What professional services firms need to know now.

August 6, 2025 | 11:00 AM - 11:45 AM PT

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Explore how to win top talent and create a sustainable succession plan for your firm’s future.

July 10, 2025 | 11:00 AM - 12:00 PM PT

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See how Sage Intacct helps professional services firms track and manage projects.

March 12, 2025 | 01:00 PM - 01:45 PM PT