Firm Management

May 4, 2022 

More than 4.48 billion people are active on social media. That’s more than half of the world’s population. Your clients and competitors are already using social media, but are you?

May 4, 2022 

JMW will join RubinBrown’s Private Client Services Group, which also offers high-net-worth individuals and families, family office groups, and their associated businesses, sophisticated, integrated, and confidential tax and wealth advisory solutions.

May 3, 2022 

In addition, the Eckhoff Wealth Management practice will be joining MGO’s wealth management affiliate, MGO Private Wealth. Bruce Frankel, Managing Partner of Eckhoff Wealth Management, will add his extensive financial planning experience and impressive...

May 3, 2022 

Startups have unique needs and requirements, and startup founders face complex accounting and tax situations such as venture capital due diligence, cash flow management, compensation issues, and more. As CPAs it’s an exciting opportunity to provide ...

May 3, 2022 

The all-in-one practice management system is built on a completely modern technology stack and boasts a robust suite of practice management solutions and expands traditional practice management to include client onboarding, e-signature, and a unique ...

May 2, 2022 

The tax season is often measured by the revenues a CPA firm generates, so this time period is make-or-break for the whole year. Adopting a reliable, secure cloud-based platform designed especially for CPA firms will help reduce stress for tax preparers...

Christopher Stark

May 2, 2022 

Stress will always be around, it’s up to you and how you deal with it, which will affect your mental and even physical health. Now is the perfect time to clear your mind, do some strategic planning, and begin making process improvements to find ways to...

May 2, 2022 

CPACharge, an online payment solution for accounting firms, has launched a new payment option. ClientCredit is available exclusively on the CPACharge platform and allows individual clients to pay for accounting services over time, while firms ...

April 28, 2022 

The newest entrant among the nation’s Top-10 professional services firms will be called FORVIS. After their merger in February 2022, the accounting firms BKD and DHG jointly announced the change, which will be effective June 1, 2022.

April 28, 2022 

Antico is responsible for pursuing opportunities to leverage technology and create value from the Firm’s data assets to drive top- and bottom-line growth, scalability and unique data-driven insights. Working closely with the Firm’s C-Suite, and ...

April 28, 2022 

The new initiatives are part of the firm’s ongoing efforts to support the well-being of its professionals.

April 27, 2022 

One of the more interesting results was that 63% of firms that responded indicated that they were using an external cloud provider to host their applications, up from 51% in 2020. These survey results indicate that firms have continued to move away ...

Mary Girsch-Bock