Firm Management

December 5, 2016 

These new member firms will be introduced to the ITA membership at the opening session of the ITA Fall Collaborative, December 4-6, 2016, at the M Resort in Las Vegas. Approximately 250 ITA members are expected to participate in this event and ...

December 5, 2016 

Expensify allows CPA firms to manage client expenses and reconcile corporate credit cards in a single console using real-time, continuously updated information. Clients also benefit from Expensify’s easy-to-use mobile app with industry-leading.

December 2, 2016 

A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.

December 1, 2016 

Many accounting firms are offering estate planning or wealth management services, but ironically, a lot of CPAs aren’t necessarily ready for their own retirement.

November 30, 2016 

The accounting firm Gallina LLC, a top 10 firm in the Western United States, will join national professional services firm CliftonLarsonAllen LLP (CLA), effective January 1, 2017.

November 28, 2016 

While off-the-shelf cloud-based accounting software is readily available, the real challenge accountants face is managing the accounting processes that aren’t included within this software, making their jobs more difficult and the process more complex.

November 25, 2016 

A lot of the blame for staff defections must be placed on the outdated business model many CPA firms still use to run their firms and manage staff. Einstein’s definition of insanity is doing the same things over and over and expecting different results.

November 21, 2016 

Over the past decade, the fundamental value proposition of the cloud hasn’t changed much – anytime, anywhere access, reduced IT burden and business continuity assurance in the event of a fire or other disaster situation. But even with these ...

November 21, 2016 

The greatest pain points for companies going through a merger or acquisition are meshing technology and staff, recent research shows. In the Robert Half Management Resources survey, CFOs report business systems and employees and corporate culture are ...

November 18, 2016 

BerryDunn Names Recent Hires BerryDunn recently announced the following new hires across several practice areas: Heather Booth, staff accountant, Matthew Dube, staff auditor, Ian Martell, staff accountant, Jennifer Morris, staff accountant, Paige Nadeau, staff accountant and Chelsea Stanley, staff accountant – all in the Audit and Accounting Group; Bethany Bielicki, campus recruiter in the Executive...…

November 18, 2016 

Accountants and bookkeepers have something very important in common with the rest of the world. These professionals now rely on the cloud as one of the most valuable technologies at their disposal.

November 17, 2016 

The ongoing war for talent, coupled with the rapid advancement of technology, is fueling exponential growth in the importance of technology. It creates a challenge and an opportunity. From the challenge side, we are already being forced to do more ...

Jim Boomer