Firm Management

Armanino LLP, the largest independent accounting and business consulting firm based in California, announced today the appointment of Chris Carlberg as its first General Counsel in the firm's history. Chris is responsible for overseeing all legal work for the firm as well as advising on business policy and overall governance.

Trade shows remain a viable marketing option for accounting firms, yet many practitioners still don’t see the value. The fact is that if the appropriate level of planning is applied, trades shows can prove exceptionally successful in terms of lead generation and networking. Firms must first think through such items as budget, the right shows to attend, and materials (booth, kiosk, giveaways, marketing collateral, etc.). When all the pieces come together, attending a show can prove highly valuable.

Portland-based accounting firm BerryDunn is growing quickly as it adds and expands services such as company valuation, succession planning and government consulting work.

Accounting software and technology provider AccountantsWorld has finished a major redesign to Website Relief, a cloud-based solution that helps accounting firms create websites and virtual offices. The new Website Relief design is intended to make it easier than ever for accountants to build websites that engage and inform both existing and potential new clients.

The Center for Audit Quality (CAQ) has released the Professional Judgment Resource, a guide designed to provide auditors with an example of a decision-making process to facilitate important auditing and accounting judgments in a professionally skeptical manner.

A new accounting firm case study examines the challenge of "over-auditing," and the effects it can have on efficiency.

There are plenty of reasons to care about your brand, and high among them should be to make your voice heard: your unique voice. Voice is the contribution made to something larger than oneself. It’s the medium for sharing one’s purpose, values, talents and vision for the future. Yes, there are plenty of examples in contemporary society of people creating a shallow brand seemingly for the sole purpose of increasing the number of social media followers. But, before you too hastily follow that line of thinking, consider the bigger picture—and your values. Where do you want your name and legacy to appear in people’s minds and hearts?

TD Bank survey finds most millennials wish they were better prepared for life events.