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 16, 2025
The two new tax practices at the top 100 firm are Site Selection + Incentives, led by Shelly Carmichael, and State and Local Income Tax Consulting, led by Brandee Tilman.
Mergers and Acquisitions July 16, 2025
The top 200 accounting firm said the acquisition supports its continued expansion into business intelligence, technology-enabled advisory, operational excellence and outsourced services.
Mergers and Acquisitions July 16, 2025
The top 20 firm has expanded its managed service offerings by joining forces with SAOS, a specialized outsourced accounting firm.
Mergers and Acquisitions July 16, 2025
Known for serving high-net-worth individuals, closely held businesses, and families, Welch & Co. has a strong focus on estate and trust matters and has successfully guided family-owned businesses through their lifecycle.
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.