March 13, 2015
Zoho is a great solution for organizations that are serious about establishing a comprehensive process for tracking and managing all contact / client communications. The scope of features available with Zoho exceeds the needs of most organizations. Ideall
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Tags: Firm Management
Firm Management July 29, 2026
When we vet an AI tool, we ask for the SOC 2 report. We check whether it trains on our data. Good instincts, but the wrong question.
Mergers and Acquisitions July 29, 2026
In huge M&A news today, Grant Thornton Advisors said it will be acquiring CBIZ in an all-cash transaction with an enterprise value of $5 billion, backed by private equity firm New Mountain Capital, which has owned a majority stake in Grant Thornton since 2024.
Mergers and Acquisitions July 28, 2026
Accounting firm mergers and acquisitions broke records in 2025, with transaction volume rising 26% year-over-year and continuing to climb in 2026 primarily due to private equity, according to a new report.
Firm Management July 28, 2026
This matters because most prospects will vet you quietly before they ever reach out, and 96% of prospects research firms online.
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.