Firm Management

January 11, 2021 

Fineman West & Company, a tax, accounting, audit and business advisory firm, has merged with long-standing accounting firm, Katz & Associates. Joining Fineman West includes Stanley Katz, President of Katz & Associates, Ruben Samson, Senior Auditor, ...

January 11, 2021 

In her new role, Keenan will focus on growing the audit & attest department along with assisting the mutual insurance segment in reaching their goals. Since joining the firm in 2006, Keenan has worked with her clients to ...

January 11, 2021 

Giddens will follow the leadership of Gary Greer, as Gary moves on to become the Managing Partner of Assurance for the Atlantic Region. With more than 15 years of public accounting experience, Giddens has been with the firm since 2012 and most recently...

January 8, 2021 

MBAF is the largest Florida-based accounting and professional services firm, and one of the largest Hispanic-owned businesses in the region. MBAF offers assurance, tax and accounting, advisory, technology consulting and private wealth management ...

January 7, 2021 

There are several structures for adding financial planning services to your firm’s current services. For example, you can handle everything in-house or partner with a financial planning firm to provide services.

January 7, 2021 

Clients already turn to you and trust you for tax planning, which most likely incorporates a part of financial planning such as 401Ks, IRAs, and other retirement plans and investments. Financial planning services augment the tax strategies you already ...

January 6, 2021 

Berdon LLP (Berdon) has admitted two experienced, young professionals to the partnership, effective January 1, 2021. Both professionals have been recognized for their technical abilities, creative insights, and unwavering commitment to the Firm’s clients.

January 6, 2021 

The regional accounting firm of Nathan Wechsler & Company, PA is pleased to announce the promotion of Demetrios “James” Mitkonis, CPA.

January 6, 2021 

The two firms have a history of working together to serve healthcare clients. With the merger, BerryDunn clients will now have seamless access to VantagePoint’s deep expertise in healthcare compliance, credentialing, operations, and due diligence.

January 6, 2021 

PBMares, LLP, a Top 100 accounting and consulting firm in the U.S., announces that Harvey L. Johnson, partner and Cybersecurity & Control Risk Services Practice Leader has been appointed CEO, effective January 1, 2021. Johnson will serve as the ...

January 6, 2021  Sponsored

Independent accounting professionals can help their clients grow by migrating them from QuickBooks to a cloud financial solution to run their increasingly complex business processes.

January 5, 2021 

Compared to other workplaces in different industries, the typical accounting firm deals with a greater need for a direct and clear management style.

Shahram Zarshenas