Firm Management

January 8, 2021 

MBAF is the largest Florida-based accounting and professional services firm, and one of the largest Hispanic-owned businesses in the region. MBAF offers assurance, tax and accounting, advisory, technology consulting and private wealth management ...

January 7, 2021 

There are several structures for adding financial planning services to your firm’s current services. For example, you can handle everything in-house or partner with a financial planning firm to provide services.

January 7, 2021 

Clients already turn to you and trust you for tax planning, which most likely incorporates a part of financial planning such as 401Ks, IRAs, and other retirement plans and investments. Financial planning services augment the tax strategies you already ...

January 6, 2021 

Berdon LLP (Berdon) has admitted two experienced, young professionals to the partnership, effective January 1, 2021. Both professionals have been recognized for their technical abilities, creative insights, and unwavering commitment to the Firm’s clients.

January 6, 2021 

The regional accounting firm of Nathan Wechsler & Company, PA is pleased to announce the promotion of Demetrios “James” Mitkonis, CPA.

January 6, 2021 

The two firms have a history of working together to serve healthcare clients. With the merger, BerryDunn clients will now have seamless access to VantagePoint’s deep expertise in healthcare compliance, credentialing, operations, and due diligence.

January 6, 2021 

PBMares, LLP, a Top 100 accounting and consulting firm in the U.S., announces that Harvey L. Johnson, partner and Cybersecurity & Control Risk Services Practice Leader has been appointed CEO, effective January 1, 2021. Johnson will serve as the ...

January 6, 2021  Sponsored

Independent accounting professionals can help their clients grow by migrating them from QuickBooks to a cloud financial solution to run their increasingly complex business processes.

January 5, 2021 

Compared to other workplaces in different industries, the typical accounting firm deals with a greater need for a direct and clear management style.

Shahram Zarshenas

January 5, 2021 

Citrin Cooperman has acquired West Los Angeles professional services firm, Goren, Marcus, Masino & Marsh (GMMM), effective January 1, 2021. GMMM joining Citrin Cooperman will include the addition of 5 partners, 22 staff, and a fourth California office...

January 4, 2021 

As part of the brand alignment, the in-house retirement offering that was formerly referred to as HK Financial Services Retirement Plan Services will now be referred to as Avantax Retirement Plan Services. It will continue providing full fiduciary ...

January 4, 2021 

For accounting firm leaders, now is the time to start to research and experiment with these technologies. While your clients might not build their own Spatial Web, they will likely participate in it. When your clients inevitably start ...

Jim Boomer