Firm Management December 11, 2025
Client Experience as a Growth Strategy: Moving Beyond Compliance
Today, compliance isn’t enough to differentiate your firm. If you want to stay competitive, you need to focus on CX.
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.
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...…
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.
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.
June 15, 2021
Mark McKinley To Lead Top 100 CPA Firm Rea & Associates
McKinley joined Rea & Associates as a staff accountant in 1994 and quickly grew through the ranks to become a principal. In addition to managing countless assurance, tax, and consulting engagements, he helped set the course for several of the firm’s ...
June 14, 2021
Essential Steps to Transition into Advisory Services
Now is the perfect time to make those business transitions you’ve been putting off. Like your spring cleaning, it can feel like a daunting task to make significant changes to your business model. You could say “my clients wouldn’t like a transition” or...
June 14, 2021
Better Advisory Through Genuine Connection
The biggest stereotype about accountants is that we’re dry, boring numbers people. If you buy into the popular image, the perfect accountant would be an emotionless number cruncher, scarcely different from a high-powered computer. But nothing could be ...
June 13, 2021
Armanino Acquires St. Louis Accounting Firm Brown Smith Wallace
Top-100 accounting and advisory firm Brown Smith Wallace is joining forces with Armanino LLP, effective August 1, 2021, officials from both firms have announced. The firm will carry the Armanino LLP name and maintain its current St. Louis operations.
June 11, 2021
Using Technology to Empower CPAs
Do you see the increasing use of automation, artificial intelligence, and other new technology and wonder what it might mean for your business? The fear of technology is a tale as old as time. Early technophobes thought the printing press would never ...
June 11, 2021
On Being a Cook and an Accountant
When customizing your own practice and service offerings, it’s imperative that you focus on services that are going to appeal to your clients. In this month's magazine, we discuss various ways in which you can add financial planning to ...
June 11, 2021
FOMO
At different moments in our lives, are attention is drawn to different things. Maybe we are excited for spring to turn into summer. Or perhaps we are eager or anxious about graduating from college. Or as we get older, nervous about our upcoming ...
June 9, 2021
Client Experience for Today – Personal Tax Advisory
The technology tools available to assist in this area led me to prepare my first estate plan. When I ran my first personal financial planning models and estate plans in the Kettley Publishing and Back Room Technician, now Advisys solutions with over ...