Firm Management
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Carr, Riggs & Ingram Adds ProSport CPA
Review of SuiteFiles – The Accounting Technology Lab Podcast – August 2024
Avalara Adds Generative Chat to Bolster Support and Product Experiences for Customers and Partners
What Can be Done About the Accounting Talent Shortage?
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A Simple Approach to Training
While you certainly have to take into account learning styles, I would like to share a simple training approach that I learned from my partner, Dustin Hostetler. It is a proven process that has been used successfully by our clients and in a variety of ...
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2015 Review of Cloud9 Real Time
Cloud9 is a good fit for both accounting firms as well as other business industries, including law firms, and general businesses that wish to expand internal capacity without the need to add expensive internal IT support and hardware.
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2015 Review of Right Networks Cloud Hosting
Right Networks offers a variety of applications that accounting firms can access from anywhere. Available applications are listed by type, and include Accounting, Franchise, Small Business and Non-Profit apps.
AICPA Offers Elevated Not-for-Profit Certificate for Accounting Professionals
This new intermediate/advanced program allows individuals to dive head first into more complex accounting and financial reporting, tax compliance, governance and assurance matters in a variety of NFP settings.
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BDO Acquires California Accounting Firm CEA, LLP
BDO will maintain both its existing San Diego office in La Jolla and the previous CEA office in Carlsbad. Lee Duran, Assurance Managing Partner for BDO’s existing San Diego office, will maintain that role in the combined San Diego practice and Mark ...
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Two Roads That Lead to a Firm of the Future
Intuit announces winner of its Firm of the Future Contest
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Ryan Tax Firm Acquires TransAmerican Asset Servicing Group
A key strategic component in the transaction is TransAmerican’s proven proprietary workflow technology system for efficient management of the entire lifecycle for identifying lost holders and reuniting them with their property.
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2015 Review of CCH Axcess Portal
CCH Axcess Portal offers bi-directional file exchange, making it easy to send and receive a variety of file types. Clients can be provided with easy access to vital documents such as tax returns, financial statements, and other related documents and ...