Firm Management
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Report Says Undocumented Immigrants in U.S. Pay Nearly $100 Billion in Taxes
Emburse and Finexio Partner for B2B Payments
How Generative AI Will Disrupt Accounting
Mid-Market Optimism Hits Pre-Covid Record Highs
DHG Announces Keith Giddens as the New Leader of the Charlotte Market
Giddens will follow the leadership of Gary Greer, as Gary moves on to become the Managing Partner of Assurance for the Atlantic Region. With more than 15 years of public accounting experience, Giddens has been with the firm since 2012 and most recently...
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BDO to Acquire Top Florida Accounting Firm MBAF
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 ...
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Avoid These Pitfalls When Adding Financial Planning Services to Your Firm’s Offerings
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.
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Why Offering Financial Services is the Perfect Complement for Accounting Firms
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 ...
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Berdon LLP Admits Two to Partnership
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.
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Nathan Wechsler Promotes Mitkonis to Senior Manager
The regional accounting firm of Nathan Wechsler & Company, PA is pleased to announce the promotion of Demetrios “James” Mitkonis, CPA.
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BerryDunn Expands Healthcare Industry Offerings with VantagePoint Merger
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.
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Harvey L. Johnson named CEO of PBMares LLP CPA and Consulting Firm
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 ...