Advisory

Intuit hosted its first virtual QuickBooks® Connect on Nov. 18, where the theme was “We go further together.” Thousands attended to take advantage of the many opportunities to grow, learn, and share. To help grow your practice and serve as a true advisory partner to your clients, here are the highlights of the product innovations […]

Jose Zavala – 2020 40 Under 40 Honoree CEO/Founder – ZTX Advisorshttps://ztxadvisors.com President of the LatinX Training Centers. Director of US for Contabi Alliance, Xero Ambassador, 2021 NAHREP Houston Treasurer. Career highlights: June 2017 started my own firm.  Became a Local Xero Ambassador, achieved gold partner status with Xero, launched an accounting podcast, helped launch […]

Or Pikary, CPA, MSA – 2020 40 Under 40 Honoree Senior Manager, Mazars USA https://www.mazars.us Career Highlights: In the industry since 2012, Or is a trusted advisor to a diverse group of clients. He serves businesses among various industries including technology, food and beverage, skincare, and apparel as well as related business owners, founders, executives, […]

Dr. Sean Stein Smith, CPA, CMA, CGMA, CFE – 2020 “40 Under 40” Honoree Professor – City University of New York, Lehman Collegehttps://www.lehman.edu/academics/economics-business/faculty-steinsmith.php Founder and Executive Director – Institute for Blockchain & Cryptoasset Researchhttps://www.ibcr.info/ Career Highlights Dr. Sean Stein Smith is an assistant professor of Accounting in the Economics and Business Department at Lehman College. […]

Top 100 accounting firm Blum, Shapiro & Company, P.C. has been acquired by CliftonLarsonAllen LLP. The staff of BlumShapiro's intend to join CLA on January 1, 2021.

Pros on the Move is a roundup of recent promotions and management changes at accounting firms across the country.

The incoming co-managing partners reflect the substantive breadth of Friedman’s technical capabilities, as well as the firm’s commitment to collaboration. Working closely with current managing partner Carl Bagell, who will oversee the ...

As 2020 has continued to present unexpected challenges for businesses across all industries, many companies, including accounting firms, are wondering how to position themselves for future success. While growth might not be the most obvious first thought as we emerge from the pandemic, the reality is that your small business clients need your help now […]