Firm Management

January 7, 2020 

The combined CPA firm includes eight partners and 44 employees, totaling 52 personnel. Scott Williams, CPA will serve as managing partner of Gilliam Bell Moser LLP.

January 6, 2020 

Biegel Waller Investment Advisory Services, LLC is a wealth management firm delivering investment strategies to high net worth clients. Based in Columbia, Maryland and founded in 1998, the firm works with private wealth clients in the Washington D.C. area

January 3, 2020 

The Armanino Foundation crowdsourced the selection of the six grant recipients from its team members – over 1,100 votes were cast for 100 different charities in the areas of education, animal welfare, the arts, and health and social services.

January 2, 2020 

Combined, Withum and KSJG serve a wide range of industries, including construction, technology, financial and investment, healthcare, not-for-profit, manufacturing, food & beverage distribution and service, and real estate.

December 30, 2019 

Most businesses with a website and customers in California — which is to say most large businesses in the nation — must follow the new regime, which is supposed to make online life more transparent and less creepy for users.

December 2, 2019 

Recently, I had the privilege of sitting on a panel at Ensuring Success 2019. The session focused on the future of audit. I prepared for the session, listened to my fellow panelists throughout our talk, then reflected on what I had learned along the way.

Garrett Wagner

December 18, 2019 

M&L ranked 5th on the 2019 Wichita Business Journal’s largest firms list, as ranked by total local professional staff. When combined with the professionals at ABBB’s Wichita office, the firm will now have 32 professional staff and a total staff of 46 ...

December 4, 2019 

The video sessions for Ensuring Success 2019 are now archived and can be watched on-demand. If you missed the live event this year, be sure to register for Ensuring Success 2020, which will once again offer ten, 50-minute, free CPE credit sessions ...

December 18, 2019 

CCH Site Builder Wolters Kluwer www.cchwebsites.com 800-739-9998 From the 2019 reviews of website building systems for accounting firms. CCH® Site Builder from Wolters Kluwer is well-suited for small to mid-sized accounting firms that ideally use other Wolters Kluwer applications; however, the program can also be used as a standalone website building tool.  Designed for user...…

Mary Girsch-Bock

December 18, 2019 

CountingWorks Pro ClientWhys 800-442-2477 www.CountingWorksPro.com From the 2019 reviews of website building systems for accounting firms. Previously available as ClientWhys, CountingWorks Pro offers a variety of marketing tools designed for tax and accounting firms of all sizes. Along with custom website creation, CountingWorks Pro offers application users a variety of options for their custom created...…

Mary Girsch-Bock

December 18, 2019 

Web Builder CS Thomson Reuters https://cs.thomsonreuters.com/web-builder 800-968-8900 From the 2019 reviews of website building systems for accounting firms. Web Builder CS from Thomson Reuters is a good fit for accounting firms of any size that use other Thomson Reuters applications, though it can be used as a stand-alone application if desired.  Web Builder CS is...…

Mary Girsch-Bock

December 18, 2019 

Integer Tenenz www.getinteger.com From the 2019 reviews of website building systems for accounting firms. Integer from Tenenz offers good website design options for small to mid-sized accounting firms. The company’s emphasis on marketing can also be a handy resource for firms looking for marketing assistance. Integer currently offers four plans: Essentials, Marketing Starter, Marketing Pro,...…

Mary Girsch-Bock