Firm Management

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 ...

January 19, 2021 

Wesley’s new position aligns with the firm’s commitment to equality and inclusion. “At DHG, we are dedicated to creating an inclusive environment that values and celebrates diversity of all kinds. We are proud to have leaders, like Wesley, at the firm ...

Technology January 16, 2021 

E-mail based malware and phishing attacks are frighteningly simple to create. Last fall, an international CPA firm association commissioned me to create some materials and resources for their firms.

Brian Tankersley

January 15, 2021 

DHG raised more than $154,000, which equals approximately 1.8M+ pounds of food and 1.5M+ meals. Of this total, $45,000 benefitted Feeding America directly and the remaining funds benefited local food organizations – many of which are in the ...

January 14, 2021 

Accounting, tax and consulting firm Mazars has named Laura Peth Office Managing Principal for the Sacramento office, taking over that role from National Healthcare Practice Leader, Gil Enos.

January 14, 2021 

Using a .cpa domain allows practitioners to strengthen their brand identity in online communications and provides better security and resistance to Internet fraud, such as phishing and spoofing. And because the domain is only available to licensed CPAs...

January 14, 2021 

As CPA firms, we can all agree that in the midst of continuing uncertainty, client communication and service remain at the top of our priority list. Remote client service is not a new phenomenon - most accounting firms have long been well versed in ...

January 14, 2021 

Now is the time to spend more time on delivering profitable services. Before anything else, take the time to assess the services you are offering and see which ones you can eliminate. These are services that don’t yield good profits, yet take a lot of tim

Shahram Zarshenas