Firm Management

January 14, 2021 

Dixon Hughes Goodman (DHG), a U.S. top 20 professional services firm, is pleased to announce six new leadership promotions effective immediately.

January 13, 2021 

If 2020 taught us anything, it is to expect the unexpected. No other year in our lifetimes could have prepared us for 2020’s brutal forces of disruption. The accounting industry was not immune to these disruptions.

Garrett Wagner

January 12, 2021 

Verifyle has been chosen to provide ultra-secure document sharing, messaging and digital signature technology for CalCPA members beginning in January 2021.

January 11, 2021 

43% of the new partners are women, underscoring the firm's commitment to diversity and inclusion.

January 11, 2021 

Warren Averett has promoted seven individuals to Members of the Firm. Warren Averett is extremely proud of these individuals’ demonstrated commitment to the firm and its values.

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.