Firm Management

July 16, 2018 

It’s not only CPA firm marketing professionals and consultants who encourage CPAs to ask their referral sources for leads. Referral sources themselves expect to be asked for leads. While moderating a panel of referral sources for a client training program the panelists described good referral sources as those who: Reciprocate leads Provide value for fees...…

July 12, 2018 

These new additions bring TAG Alliances’ overall global reach to 295 member firms located in over 750 offices in 110 countries. Furthermore, these new additions and a recent survey of all member firms place the collective revenue of member firms ...

Firm Management July 12, 2018 

Summers can be tough: The busy season is behind you, and the workload has lightened. To make matters worse, the sun is shining and the pace of everything seems to be slowing down. It's easy to get distracted. To help you stay focused, commit to ...

July 11, 2018 

As private equity funds have substantially increased their investments in real estate in recent years, EisnerAmper LLP announced that it has formed a Real Estate Private Equity Group. Based in EisnerAmper’s New York City office, partner Lisa Knee will be the national leader of the Real Estate Private Equity Group. Assisting Lisa will be partner...…

July 10, 2018 

According to the 19th Annual Rosenberg Practice Management Survey, for firms in the $2 million to $10 million category, 65.5% of partners are over the age of 50. Among sole practitioners and smaller firms, the percentage is 71.1%.

Jim Boomer

July 10, 2018 

Squire, located in Orem, Utah, and PRPR, located in downtown Salt Lake City, together will offer new expertise to both companies’ client rosters, enabling the combined company to offer new and existing clients across several sectors a broadened ...

July 9, 2018 

If you’re not confident about your ability to come up with marketing ideas, you might want to outsource to a marketing expert. Consider using online marketing, social media, in-person and online networking, and community-based marketing to help you ...

Nellie Akalp

July 6, 2018 

PKF International has announced the addition of PFC Accounting in Calgary and Red Deer, Canada as the newest independent member firm in North America. PKF is a global network of legally independent firms bound together by a shared commitment to ...

July 6, 2018 

One Long Island-based tax and business advisory firm discovered a unique and fun way to show appreciation for their employees and celebrate the end of a busy tax season. For the second consecutive year, accounting and business advisory firm Margolin ...

July 5, 2018 

Michael Bohinc is a CPA, a baseball nut and the son of a plumber, so he combined these parts of his background as he developed an industry niche focused on plumbing and HVAC (heating, ventilation and air conditioning) contractors.

July 3, 2018 

The large national accounting firm WithumSmith+Brown has announced the promotion of three senior managers to the position of partner. Ryan Babiak, Joseph Cassano and Shawn P. Gillon are the newest partners to join the firm’s growing corporate leadership team, effective July 1, 2018. New partner bios can be viewed here. “Ryan, Joe and Shawn represent...…

June 29, 2018 

Every change we face — and we face a lot in the tax and accounting profession — inserts many variables and decision points that must be accounted for. However, a good process and supporting toolset that gives you visibility into your workflow can ...