mergers_and_acquisition_1_.54298f636f49a

June 18, 2021 

Moss Adams to Acquire Ryan & McDonald LLP

Moss Adams, one of the largest accounting, consulting and wealth management firms in the nation, has agreed to combine with Ryan & McDonald LLP, a public accounting firm located in Salinas, Calif.

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June 18, 2021 

5 Ways to Raise Pre-Seed & Seed Funding

The seed round is the first official stage of equity funding. That means that you can expect to give up some ownership, typically in equity or a convertible note, in exchange for capital. (Earlier pre-traction rounds are sometimes called “pre-seed” ...

Small Business Coronavirus 2

June 18, 2021 

Third Anniversary of Wayfair Marked by Pandemic

It’s been three years since the Supreme Court of the United States issued the game-changing decision on South Dakota v. Wayfair, Inc. Businesses are still learning how to manage the aftereffects of this groundbreaking event, even as they navigate the ...

 REDW Wealth Continues Arizona Strategic Expansion

June 16, 2021 

REDW Wealth Continues Arizona Strategic Expansion

REDW Wealth LLC, an SEC-registered investment advisory firm subsidiary of REDW LLC, one of the Southwest’s 10 largest certified public accounting and consulting firms, is pleased to announce that Reese Hinton and Robert Papelian, formerly co-owners of Phoenix-based Phoenician Wealth Management, LLC (PWM), have joined REDW Wealth effective May 24th, 2021. While PWM has ceased...…

 Emburse Launches B2B Payments Tool, Partnership with WEX

June 16, 2021 

Emburse Launches B2B Payments Tool, Partnership with WEX

Emburse Pay - B2B Payments will allow organizations to save time, lower costs, increase efficiency and enhance the user experience. Finance teams can more easily track and confirm receipt of payments, reducing potential delays and friction with vendors.

BerryDunn

June 16, 2021 

BerryDunn Announces New CEO and Managing Principal

BerryDunn, a full-service assurance, tax, and consulting firm headquartered in Portland and serving clients nationwide, announced that Sarah L. Belliveau will be its next CEO and Managing Principal.  Belliveau, who currently leads the firm’s Not-for-Profit Practice, was selected after a rigorous internal process shepherded by an 11-member internal Selection Committee and an outside consultant that began in July 2020.  Belliveau succeeds John Chandler, who has led the firm since 1999. As part of BerryDunn’s succession and...…

leadership_pixabay_chess-316658_960_720

June 16, 2021 

Mindset Shifts That Lead to Positive Business Outcomes

In the tax and accounting profession, it’s natural for us to focus on the concrete - the numbers, the client emails and calls, the compliance forms, etc. What may be less natural to some is making soft skills just as important.

apps

June 16, 2021 

Apps We Love: June 2021 – Reference Apps

We're all pretty accustomed to Googling when we need answers. But is that the best source of information? Where do you go when you have questions? This month we are sharing our favorite reference apps with the CPA Practice Advisor readers.

Gail Perry