Mergers and Acquisitions April 30, 2026
CompliancePoint, a provider of risk management services focused on information security, data privacy, and regulatory compliance, will join Wipfli in a transaction expected to close on May 1, the top 25 accounting firm said on Thursday.
April 28, 2026
April 28, 2026
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September 2, 2019
If your firm is targeting educators and tutors as a new industry vertical, or looking to expand its opportunity within this vertical, here are some marketing tips.
August 29, 2019
How does your firm exchange important financial documents with clients? Do clients send bookkeeping and tax docs by regular mail, or via email? The Doc.It client portal is perfect for firms of 3 or more accountants. Download the guide to learn more.
August 29, 2019
Let’s start here: I am not a tax professional. I understand very little about taxes beyond the W-somethings I fill out at work. Fortunately, I don’t need to be an expert. That’s what my CPA, Dorothy, is for. And she’s been an incredible asset to me these last several years, helping me move states, change...…
August 28, 2019
Demand for accounting and finance professionals remains high according to July's jobs report numbers from the U.S. Bureau of Labor Statistics (BLS). Employers added 164,000 jobs in July, including 6,300 jobs in accounting and bookkeeping services.
August 27, 2019
Customers get subscription access to a library of ready-made videos on services like tax preparation and planning, bookkeeping, payroll, controller services, advisory, and tax resolution.
August 26, 2019
, regulatory changes and more demanding clients, and it’s understandable if you’ve had little time to consider what’s ahead. These are created when the array of software, solutions and subscriptions you’ve deployed don’t play well together. One function of your firm could be using a customer relationship management (CRM) solution to handle interactions with clients...…
August 26, 2019
HLB, the global network of independent advisory and accounting firms, welcomes its newest member, HLB Belize LLP. Founded in 1984, HLB Belize is a professional services firm with expertise in audit & assurance services and has offices in Belize City and the Corozal Free Zone of the Belize-Mexico Border. Managing Partner, Claude Burrell says: “We...…
August 23, 2019
Haskell & White, one of the largest independent public accounting firms in Southern California, is pleased to announce the promotions of three key client service team members and an invaluable member of the firm’s back-office team. “Haskell & White is a big believer in giving our staff the opportunity to thrive,” said Managing Partner Wayne...…
August 23, 2019
This simple psychological loop is perpetuated by whether your business failed to meet, met or exceeded a client’s preconceived notions. In short, customer expectations define the client experience.
August 23, 2019
ith locations in Concord, Keene, and Lebanon, NH, Nathan Wechsler & Company, PA. serves clients who do business in nearly all 50 states as well as overseas “All of these promotions make for a very exciting time at the firm,” said Oreste “Rusty” Mosca, Managing Director of Nathan Wechsler & Company, PA. “These professionals have...…
August 22, 2019
Companies that prioritize gender diversity are 15 percent more profitable than the median figures in their industry, but in order to unlock all that extra earning power, you need to first create an environment that puts women in the right positions to ...
August 22, 2019
Merging or acquiring another firm is one of the most effective methods of growing an accounting practice. Potential candidates are usually vetted based on partner and practice compatibility, desired location for expansion, niche specialization ...