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.
Firm Management December 11, 2025
Today, compliance isn’t enough to differentiate your firm. If you want to stay competitive, you need to focus on CX.
December 11, 2025
December 9, 2025
December 8, 2025
February 2, 2021
Global business advisory firm EisnerAmper has acquired certified public accounting firm Goldin Peiser & Peiser, LLP.The staff of GPP will be joining EisnerAmper.
February 1, 2021
Nadeau became familiar with Nathan Wechsler in 2009, when he first joined the firm as an intern. After graduating from college, he spent just under two years with a Big Four firm before joining the Nathan Wechsler team fulltime in 2012 as an associate.
February 1, 2021
Make business development part of the client management team approach. Start by identifying existing staff members with solid sales skills and training them on business development. If someone on your team identifies a client's needs but doesn't have ...
February 1, 2021
Jackie Brown is the new CEO of the Maryland Association of CPAs, succeeding Tom Hood who has taken a new position with the Association of International Certified Professional Accountants. Brown has spent 40 years as part of the MACPA team and has ...
January 26, 2021
A member of the firm since 2007, Biron has spent the entirety of her professional accounting career with Nathan Wechsler. She leads teams on attestation engagements, ensuring that engagement objectives are met and client expectations are exceeded.
January 26, 2021
Advisory, tax and assurance firm Baker Tilly US, LLP (Baker Tilly) announces the election of Alan Whitman to a third three-year term as chief executive officer. The firm’s board of partners’ election and overwhelming ratification by its partnership ...
January 26, 2021
The new Orlando office is led by Keith E. Gardere, CPA/ABV, who joined the firm in January 2007 and is now a shareholder currently working in the business valuation and litigation service department. Gardere specializes in high-net-worth marital ...
January 22, 2021
Effective January 1, 2021, nationally ranked Top 50 CPA firm The Bonadio Group promoted six employees to Partner. New Partners include David Dinolfo, Amanda Corona, Grace Gonzalez, Jason Acker and Cathy Johnson in Rochester; and Stephen Turner in Buffalo.
January 22, 2021
After a year like none other, it seems that simply surviving is on the agenda of many businesses. However, it is possible to not just survive, but thrive. CPA firms can achieve growth in an ever-changing landscape. There are several steps firms can take to position themselves for growth and flourish. Vision, agility, and resilience...…
January 21, 2021
Calvetti Ferguson, one of the largest independent accounting and advisory firms based in Texas, announced today the launch of CF Financial. Through CF Financial, Calvetti Ferguson is able to provide wealth management services to individuals and small ...
January 20, 2021
The switch to working remotely has affected many businesses due to COVID-19 and, as we come up on a year of virtual work, it is more important than ever to continue consistently building your relationships with clients remotely.
January 20, 2021
These new capabilities were developed specifically to save firms and clients time during a busy tax season and to reduce overall tax season compression. They include several new features designed to help decrease the time clients ...