Firm Management

Practice management

June 30, 2021 

Expand Your Practice with Advisory Services

If you’re looking for ways to expand your practice, adding advisory services is a great place to start. When coupled with annual tax planning and preparation services, the addition of advisory services can benefit both your clients and your firm...

Mary Girsch-Bock

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June 30, 2021 

4 Essentials of Process Improvement

Process improvement shouldn’t be something you did; it should be something you’re doing. It demands continuous improvement — always looking at how your processes could be better. Technology, client demands and even the expectations of our internal ...

Arianna Campbell

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June 29, 2021 

Moss Adams Acquires The Cadence Group

Moss Adams, one of the largest accounting, consulting and wealth management firms in the nation, has agreed to acquire The Cadence Group, a risk management and advisory firm. Effective August 1, 2021, 75 professionals from The Cadence Group, including ...

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June 28, 2021 

AI’s Growing Influence Over CPA Services

With change to any industry comes new opportunities and threats. How you and your firm navigate the pros and cons of innovation will ultimately determine your success.

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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.

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...…

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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

 Mark McKinley To Lead Top 100 CPA Firm Rea & Associates

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 ...