March 13, 2015
Office Tools Pro (OTP) is not just a CRM system; it is also a practice management, workflow and client portal solution. The nature of the OTP offering makes it a real good fit for firms ranging from sole practitioners to 50 user sites. OTP offers a ...
Sign in to get access to this free resource, and all of our whitepapers and reports.
Register Now Already registered? Click here to Log In
Tags: Firm Management
Mergers and Acquisitions October 14, 2026
Top 25 accounting firm Carr, Riggs & Ingram has expanded its presence in Southwest Florida by acquiring Stroemer & Co., a Fort Myers-based CPA firm specializing in accounting, audit, and tax services for community associations.
Mergers and Acquisitions October 13, 2026
Top 15 accounting firm CohnReznick said Tuesday it's acquiring the Aldrich group of companies, which includes INSIDE Public Accounting top 100 firm Aldrich CPAs + Advisors and Aldrich Wealth, in a deal expected to close in mid-December.
AICPA October 13, 2026
AICPA says the IRS should modify Form 8050 and related instructions to state that the exempt organizations are exempt from including it.
Firm Management October 13, 2026
The obvious cost is the subscription fees stacking up month after month. The less obvious costs are the ones that actually hurt.
John is leading the design and launch of CPA Crossings new “Cloud Accounting Learning Center.” This is a comprehensive knowledgebase of training, news, information and community all revolving around the mission of helping practitioners to embrace the new 21st cloud based accounting services paradigm. Visit www.cpacrossings.com for more information.