The tool, called the Enterprise Attractiveness Score, evaluates 10 dimensions similar to what PE due diligence teams consider when putting a price on a firm.
Category: NYT Accounting News
As tax firms expand advisory services with AI, client needs must take centerstage
For years, tax firms have talked about moving beyond compliance and offering more strategic advice. Clients want that shift, too.
In the blogs: The rich are different
Juneteenth; ERP programs; compliance drift; and other highlights from our favorite tax bloggers.
Pilot touts Meridian, says AI comparable to seasoned accountant
Bookkeeping, tax and outsourced CFO services company Pilot announced Meridian, which is said to perform the full scope of bookkeeping and financial reporting.
Gusto releases AI agents for accounting firm development
Gusto’s newest release is focused on the accounting practice management arena: six new AI agents designed specifically for business development for CPA firms.
Treasury plans guidance on new scholarship tax credit
The Treasury Department offered a preview of upcoming guidance on a new federal scholarship tax credit that was included in the One Big Beautiful Bill Act.
Union sues IRS for interfering with free speech
The National Treasury Employees Union has filed a lawsuit against the IRS accusing it of systematically removing union materials from offices.
IESBA decides to update code of ethics for firm culture and governance
The International Ethics Standards Board for Accountants decided to move ahead on a project to update its International Code of Ethics for Professional Accountants.
Kernutt Stokes to add Portland firm
Regional Leader Kernutt Stokes will acquire accounting firm Fordham & Co, effective July 1, to grow its presence in Portland, Oregon.
RSM to add RSM Mexico to transatlantic partnership
RSM Mexico will join RSM’s transatlantic platform with entities already in the U.S., the U.K., Canada and Ireland, as well as teams in India and El Salvador.