Firm Management

January 13, 2014 

The American Institute of CPAs has announced that undergraduate and graduate level accounting students may now apply online for scholarships for the 2014-2015 academic year. In addition, the AICPA has created a new scholarship for students who have earned a finance-related associates degree and declared their intent to major in accounting at a four-year college…

January 12, 2014 

Data is king. Keeping it stored safely and securely is critical. Whether you are operating in the cloud, from an office, or from your home you need to be thoughtful about your data. In my professional life, strategies for keeping data safe have been mandatory for over 40 years.

Randy Johnston

January 10, 2014 

Millennials are often lumped together, but the financial realities and habits of the 20-24 year-old set are very different from their older peers, according to data from PNC's Financial Independence Survey.

January 8, 2014 

Cincinnati-based accounting and consulting firm Flynn & Company, Inc. has acquired Shoemaker & Company, Inc., the companies have announced. Shoemaker is also based in Ohio. The acquisition was finalized on December 24, 2013.

January 7, 2014 

The Illinois accounting firms of Mowery & Schoenfeld and Wolowicki and Associates have merged, the firms have announced. The action was effective Jan. 2, 2014, resulting in a combined CPA firm operating as Mowery & Schoenfeld.

January 7, 2014 

CBIZ, Inc. has announced the acquisition of substantially all the assets of Clearview National Partners, L.L.C., ("Clearview") of Waltham, Massachusetts, effective January 1, 2014.

January 7, 2014 

Big 4 audit, tax and advisory firm KPMG LLP has announced the appointment of Tim Zuber as the firm's U.S. Partner-in-Charge (PIC) of Knowledge & Collaboration Management (KCM).

January 2, 2014 

From top to bottom, firms continually struggle with accountability. Partners face challenges holding one another accountable. With junior staff, managers too often focus on the wrong things: Whether an employee put in enough hours or whether an employee checked Facebook during business hours, for instance.

Jim Boomer

January 2, 2014 

Two St. Louis accounting firms, Scheffel & Company, PC and J.W. Boyle & Co., LTD, have announced that they will finalize a merger of the two practices effective January 1, 2014. The new firm will be named Scheffel Boyle. Both firms have a long established metro St. Louis presence and serve specialized practice areas.

January 2, 2014 

The end of the year usually signals a time of change in the personal and professional lives of many people. As we prepare to bring in the upcoming New Year, many reflect on the ups and downs of the past year.

Taija Sparkman

January 1, 2014 

Improving workflow by streamlining engagements and following best practices is a continuing effort for successful accounting firms, but implementing workflow management solutions has often been a challenge for smaller firms. This is because they often lack the internal resources and staff to perform and manage the implementation process.

Isaac M. O'Bannon

December 30, 2013 

Apple Valley Accounting & Tax, based in Apple Valley, Minnesota, has acquired Gilbertson CPA, which has a client base in New Prague and the Twin Cities area. The merged firm provides tax, accounting, payroll, business and consulting services to companies and individuals.