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September 29, 2014
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
September 29, 2014
Thomson Reuters and KPMG LLP, the U.S. audit, tax and advisory services firm, are combining their services and technology to help companies moving goods across borders in Latin America comply with trade and customs regulations.
September 29, 2014
The accounting, tax and advisory firms of CohnReznick LLP and Watkins Meegan LLC, have signed a letter of intent to combine practices, expected to be effective on November 1, 2014. The combination brings added bench strength to both firms and will bolster
September 15, 2014
Michael L. Brown, CPA, ABV, CFF – 34 ShareholderJaynes, Reitmeier, Boyd & Therrell, P.C.Waco, TX What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) I believe that succession is the greatest challenge...…
Technology September 12, 2014
Darrell Layman made a bold move this year, and at the riskiest time: tax season. With a broad vision to significantly increase workflow efficiency across his firm, he transitioned from a desktop document management system to the cloud.
September 8, 2014
Donny Shimamoto, CPA.CITP, CGMA – 38 Founder, Intraprise TechKnowlogies, LLCHonolulu, HA What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) Finding good talent has been our biggest challenge. We are starting to...…
September 8, 2014
Jim Boomer, CPA.CITP, CGMA, MBA – 38 CIO/SHareholder, Boomer Consulting, Inc.Manhattan KS What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) We have made major strides over the last few years in...…
September 8, 2014
Louie Calvin – 38 Product Manager – Accounting & PayrollThomson Reuters Tax & AccountingDexter, MI What are the key challenges you see firms facing? I hear the greatest challenge facing firms is leading employees and clients though rapid technological change. Embracing new cloud-based and mobile technology is not easy and there is too much to...…
September 8, 2014
Chris Farmand, CPA.CITP, MBA – 35 Managing MemberSmall Batch StandardJacksonville, FL What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) In 2010 we began serving the craft brewing industry. We have evolved...…
September 8, 2014
Shayna B. Chapman, CPA.CITP, CGMA – 39 Owner MemberShaynaCo, LLCGallipolis, OH What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) The greatest change in workflow over the last few years has been...…
September 8, 2014
Dustin Wheeler, CPA – 35 ManagerHawkins, Cloward & SimisterOrem, UT What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) Hawkins Cloward & Simister adopted front-end scanning of tax documents and paperless tax preparation...…
September 8, 2014
Americans love a deal, and despite the increasingly digital economy, they still rely on coupons, according to a new study shows that reports that 96 percent of Americans are coupon users.