Take advantage of technology to understand your clients better
In these uncommon times, it’s common sense that your clients are relying on you for financial advice. To ensure that they feel heard, it’s important for your firm to understand your clients and what they need — sometimes before they even ask. In fact, data can help you do that.
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Reducing effort for CAEs through combined assurance
The Chief Audit Executive (CAE) operates in two separate realms. At the audit activity level, the CAE is a manager responsible for planning, organizing, staffing, directing, and controlling the internal audit function.
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Valuation of cryptocurrencies and ICO tokens for tax...
In their article, authors Stevie Conlon, Bob Schwaba and Anna Vayser look at the challenges in determining digital asset valuations in an environment lacking regulatory clarity and marked constantly by highly variable valuation fluctuations.
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5 virtual firm technologies to help your firm make the leap
Whether your team is working at home in quarantine or just from home on a Wednesday night, you need reliable technological tools to ensure they can be as productive, secure, and collaborative as possible Ready to make the full leap to a virtual firm?
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