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 ...
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Tags: Firm Management
Mergers and Acquisitions May 7, 2026
Plante Moran is headed back to Mexico—the top 15 U.S. firm has added Guadalajara-based accounting firm JA Del Río in a deal expected to close on July 1.
Cloud Technology May 28, 2026 Sponsored
As another tax season wraps up, many smaller tax prep firms are left reflecting on what slowed them down: system crashes, limited remote access, hardware issues, or constantly troubleshooting outdated on‑premise tax software. If these pain points feel familiar, then this is the right time to explore a move to a modern cloud‑based tax platform.
Mergers and Acquisitions May 6, 2026
The top 25 accounting firm has set foot in the cannabis industry by acquiring Phoenix-based CPA firm Price Kong, which provides attest, tax, and advisory services to a variety of businesses, including cannabusinesses.
Mergers and Acquisitions May 6, 2026
The top 50 accounting firm has merged in Brimmer, Burek and Keelan, a Tampa, FL-based CPA firm, effective May 1.
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.