Firm Management

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

January 5, 2021 

Citrin Cooperman has acquired West Los Angeles professional services firm, Goren, Marcus, Masino & Marsh (GMMM), effective January 1, 2021. GMMM joining Citrin Cooperman will include the addition of 5 partners, 22 staff, and a fourth California office...

January 4, 2021 

As part of the brand alignment, the in-house retirement offering that was formerly referred to as HK Financial Services Retirement Plan Services will now be referred to as Avantax Retirement Plan Services. It will continue providing full fiduciary ...

January 4, 2021 

For accounting firm leaders, now is the time to start to research and experiment with these technologies. While your clients might not build their own Spatial Web, they will likely participate in it. When your clients inevitably start ...

Jim Boomer

December 29, 2020 

This has been a year of unprecedented disruption and change, a lot of which will still be with us in the new year, as well. Remote work, for example, isn’t going anywhere. So organizations should be looking to proactively invest in tools and systems to...

Jodi Chavez

December 29, 2020 

You may have heard some buzz about the top-level domain “.CPA” promoted by the AICPA. It’s an exciting thought, but how might it impact your firm?

Becky Livingston

December 29, 2020 

As we all are dealing with the near universal push to remote in 2020, everyone has had to figure out overnight how to work virtually or remotely, and, for some, their tech stack made this conversion.

Garrett Wagner

December 28, 2020 

As one of the largest accounting and advisory firms in northern New England, Baker Newman Noyes routinely upgrades its technology inventory for security and efficiency purposes. Since the start of the COVID-19 pandemic, BNN has donated more than 140 ...

December 28, 2020 

Whitley Penn Tax Senior Manager, Robert Pike, CPA, has been selected to join National Utility Contractors Association (NUCA)Texas Board of Directors Board of Directors for a 1-year term (2021-2022).