Firm Management June 11, 2026
Chicago-based Crowe is now among the largest accounting firms in the country to receive private equity funding after selling a stake to global investment firm KKR in a deal reportedly valued at nearly $3 billion.
May 13, 2014
The national accounting and business services firm BDO USA is acquiring the Fort Worth, Texas-based firm of Hartman Leito & Bolt, the firms announced on Wednesday.
May 13, 2014
Do clients ever tell you they’ve priced-shopped your services? Do they ever leave with no explanation, maybe because they were price focused? Or are you worried you’ll have to lower your prices or continue to forego increases in order to retain good customers?
May 13, 2014
In quiet conversations, the concept of holistic accounting is being examined and considered as the next major trend in client services. In a nutshell, holistic accountant addresses the client as a complete entity and seeks to help in meeting all of their business needs.
May 13, 2014
When I look back on my time in practice, some of the biggest lies I ever told myself related to shoebox clients ever getting more organized on their own. I always wanted to believe that the client wanted to have a more structured organization system for their finances.
May 12, 2014
The Small Business Administration is launching a $2.5 million competition for accelerators and other entrepreneurial ecosystem models to compete for monetary prizes of $50,000 each. To award the prizes, an expert panel of judges will consider each applicant’s stated mission, founding team members and business goals among other core components. The deadline for applying is…
May 12, 2014
Eighty-six percent of California small business operators believe their businesses are moving in the right direction, and 87 percent expect growth in 2014, according to the third annual small business survey by San Diego-based California Bank & Trust.
May 12, 2014
The state of privately held companies appears to be relatively stable and strong, looking at their performance as shown in balance sheets and income statements. Statements ended in the past year show that businesses are growing sales at an annual rate of 8 percent, a rate that, despite being slightly lower than a year ago,…
May 12, 2014
Innovation and growth are directly linked, and it should be no surprise that the most successful accounting firms commit focus, time, energy, and money to innovative services, processes, and technology.
May 12, 2014
BASIC SYSTEM FUNCTIONS – 5 Stars FUND E-Z is easily installed in just a few minutes, and potential users are able to download a 30-day demo from the website for a trial run. A recent redesign offers users an easily navigatable ribbon-style menu similar to the ribbons found in the Microsoft Office products. Fully customizable,...…
May 12, 2014
Basic System Functions – 5 Stars The Financial Edge is available as an on-premise product or as a hosted product. Though a robust system, The Financial Edge is easily navigated, with a drop-down menu at the top of the main screen offering access to system modules. A vertical navigation bar offers quick access to all...…
May 12, 2014
BASIC SYSTEM FUNCTIONS: 4.5 Stars 100 percent cloud-based, Aplos requires no product installation, a plus for small nonprofits with limited staff. The main user interface contains several tabs listed vertically on the left side of the screen: Dashboard, Settings, Accounts, Transactions, Contacts, and Reports. Rather than continuing as an App-based system, Aplos made the transition...…
May 12, 2014
BASIC SYSTEM FUNCTIONS – 5 Stars Fully scalable, with users able to add to the core system, AccuFund is available in three versions: a traditional desktop version, an online version of the desktop product and AccuFund Anywhere, a cloud-based system which currently offers the core system modules plus Accounts Receivable and Allocation Management(these were both...…