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February 19, 2020
CRM Utilities
While you may not be interested in implementing a complete CRM application in your firm right now, here are a couple of options to consider if you wish to get a better handle on managing your current clients.
Mary Girsch-Bock
Contributing Writer
Mary grew up in Chicago, graduating from the University of Illinois-Chicago. She began her career as accountant and later made the switch to writing full time, concentrating on business and technology, with a focus on small business. A former QuickBooks beta tester, Mary’s work has appeared in The Motley Fool, The Blueprint, and Property Manager.com. She currently writes a monthly accounting and technology-related blog for PLANERGY, and ghostwrites several blogs for various software companies.
Mergers and Acquisitions February 18, 2025
Citrin Cooperman Acquires HW&Co. in Ohio
The PE-backed top 20 firm said Tuesday it has acquired substantially all the assets of HW&Co., a Woodmere, OH-based accounting and advisory firm that is among the top 300 largest in the U.S. by revenue.
Accounting February 17, 2025
Virginia Passes Law Enabling Alternative Paths to CPA Credential
Virginia passes state law to offer alternative to 150-hour rule for CPA credential. Candidates can now earn the credential with a 4-year degree, plus 2 hours of experience, and passing the CPA Exam.
Mergers and Acquisitions February 17, 2025
KSDT CPA Brings in Douglas N. Rice CPA in Florida
"This merger strengthens our ability to provide top-tier accounting, tax, and advisory services while ensuring a seamless transition for all clients," KSDT CPA, one of the top 200 largest accounting firms in the U.S., said in a media release.
AICPA February 14, 2025
AICPA Highlights Key Concerns for Individuals to Keep in Mind During 2024 Tax Season
As taxpayers navigate the challenges of tax season, the American Institute of CPAs (AICPA) is identifying areas individual filers to be aware of for this filing season.