Firm Management

March 2, 2021 

CLA already has a growing number of clients in the Nashville market, creating more than $3 million of volume to date. To manage the business and CLA’s regional efforts, the firm also announced a few key relocations to Nashville.

March 2, 2021 

"Firms are facing an urgent need for much more comprehensive supervision of the broadest possible array of digital communications and collaboration tools," continued Marsh. "Regulators have made it clear that failure to do so will trigger significant..."

March 1, 2021 

The new group has extensive experience representing funds, corporations, and family offices and high net worth individuals with investments and philanthropic initiatives around the world. They advise on tax issues and controversies involving fund ...

March 1, 2021 

Social media can be a rewarding place for accounting firms – it provides a platform to build relationships with customers and prospects and, ultimately, grow revenue. And the benefits have never been greater. In fact, a recent study from Sprout Social ...

March 1, 2021 

If 2020 taught us anything, it’s that you never know what can happen in life, and the same is true when it comes to your practice. Have you prepared your firm for the future by cultivating a realistic succession plan?

February 26, 2021 

Inovautus Consulting, LLC and the Association for Accounting Marketing have released the results of the 2021 Growth Survey for Accounting Firms. The survey takes an annual pulse check on the state of marketing and growth across the accounting firm ...

February 26, 2021 

By Bryan Kesler, CPA CPAs have been long revered as trusted and competent economic advisors for entrepreneurs and businesses in achieving their financial milestones. As reliable monetary advisors, CPAs are meant to help their clients solve complex accountancy problems and maintain a certain standard of quality while delivering their services. Financial roadblocks faced by individuals...…

February 25, 2021 

Baker Newman Noyes (BNN), a nationally recognized, top 100 tax, assurance, and advisory firm, has announced the promotions of Denis Houle and Josh Lapierre to principal. Houle has been promoted in the firm’s healthcare advisory group and ...

February 24, 2021 

Change management can be an ambitious undertaking, but it’s important to remember the biggest piece of any change management plan: your people.

Jeannie Ruesch

February 24, 2021 

The new location marks MS Consultants, LLC’s eighth office nationwide, complimenting their New England, Virginia, New York, Florida and Utah offices. The expansion aligns with the company’s strategic plans of doubling in size over the next five years.

February 24, 2021 

The firm recently hired Dan Alstrup, a highly accomplished top information technology executive, to design and lead the Strategic Data Analytics service. Alstrup has nearly 40 years of experience helping organizations worldwide leverage data and ...

February 23, 2021 

As a result of the pandemic, most firms are now providing their services over video chat, emails, and phone calls rather than in person. Connecting with clients remotely and building a relationship is essential to a healthy partnership.