Firm Management
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Botkeeper’s AI Unchained 2024: Featuring Headliner Kal Penn
AICPA News: August 2024
Blue & Co., LLC Announces Joint Venture with Pioneer Technology
How CPA Firms Can Maximize the Potential of a Multigenerational Workforce
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Wipfli Acquires Chicago Accounting Firm Klein Hall
Since its inception in 2002, Klein Hall’s leaders and partners have been committed to supporting women in accounting industry. In 2019, in addition to being named as Accounting Today’s “100 Best Accounting Firms to Work For” in the United States, the ...
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Edge Marketing Named Winner of Two 2019 MarCom Awards
The agency was also awarded Honorable Mention in two additional categories: Digital Media for a Business to Business website and Print Media for a Business to Business brochure.
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2019 “Women Who Count” Awards Announced
This year’s recipients demonstrate a drive to take on challenges and strive for success. They are leaders in their companies and communities. They’ve earned the trust and respect of their clients and peers. And they show enthusiasm toward their career ...
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Marcum Financial Services Celebrates 10th Anniversary with Financial Literacy and Community Services
Marcum Financial Services, LLC, an affiliate of Marcum LLP, will celebrate its 10th anniversary by giving back to its communities. After a decade of helping clients reach their financial goals, and in keeping in the spirit of the Marcum Foundation, ...
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Professionals on the Move – Oct. 2019
Professionals on the move is a roundup of recent promotions and staffing changes in the accounting profession.
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2019 Digital CPA Conference Keynote Speakers Announced
The Digital CPA Conference is designed for CPA firm partners, managers and, staffers responsible for rolling out cloud solutions, and business development, firm marketing and human resources directors within firms.
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How to Get Started with Client Accounting Services
Traditional compliance services like taxes and audits have long been the bread and butter of many accounting practices. However, clients are increasingly requesting new services beyond that scope such as bookkeeping, payroll, and advisory-level ...
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Crafting a Plan: How to Be Strategic in Offering Client Accounting Services
In the first installment in this series on how to develop a full-fledged CAS offering, Pete Potsos, CPA, of Bill.com, provided valuable tips on how to get started. Specifically, the article explained what’s involved in turning interest in CAS into action and incorporating automation for a successful CAS practice. This is part 2 in a […]