Firm Management

December 3, 2019 

Last year’s theme, Children’s Health and Wellness, saw the firm amplify annual donations for select organizations serving children. Team members also volunteered to help children in their local communities. Many of the organizations supported ...

December 3, 2019 

The cloud has quickly been demystified and become standard practice, yet security concerns still linger and are an impediment to broader adoption of cloud hosting and services. With the sheer number and complexity of ​data security threats​ ...

Christopher Stark

December 2, 2019 

As an NJCPA business services provider, Jetpack Workflow offers NJCPA members a cohesive project management tool that is designed to keep accountants and CPAs on top of their deadlines, better manage billable and non-billable hours, and help teams to ...

December 2, 2019 

In January, you entered the ring for your clients to go toe-to-toe with their biggest financial challenges — and quarter after quarter, you flew like a butterfly and stung like a bee. But now, with the bout reaching the final rounds, you need to make ...

Jodi Chavez

December 2, 2019 

The addition of Skoda Minotti’s talent, industry expertise, breadth of services, and sophistication in delivery will provide Marcum’s clients additional geographic reach, a wider range of expertise, service offerings, and improved client experience.

November 26, 2019 

To ensure the relevance of CPAs and the CPA profession, it is time to look beyond the traditional tax, accounting, and audit services—what we refer to as compliance services—that CPAs have built their reputations on.

November 22, 2019 

Dixon Hughes Goodman LLP (DHG), a U.S. top 20 public accounting and advisory firm, has acquired the accounting firm of RyanSharkey of Vienna, Virginia, effective December 1, 2019. RyanSharkey’s 50-person team adds strength to DHG’s assurance, tax and ...

November 21, 2019 

Founded in Dallas, Embark also has locations in Austin, Houston, Denver and now, Oklahoma City and Tulsa. Oklahoma will also serve as the hub for the Northwest Arkansas area.

November 21, 2019 

Founded in 1950, Wheeler Accountants, LLP, offers a full range of audit, accounting, taxation, consulting and compliance services to a wide variety of individuals and businesses; from high-net worth individuals running public companies to small ...

November 19, 2019 

In today’s business environment and ever-changing landscape of digital disruption, firms need to seek out every competitive advantage. One competitive advantage that leading firms have found is leveraging Lean Six Sigma and workflow technology to ...

November 19, 2019 

If you are finding yourself struggling with issues about where to draw the line, how to price for the additional services you provide, when to tell clients you’ll have to schedule time in the future to answer their questions, you’re definitely not alone.

Gail Perry

November 19, 2019 

I believe that accountants and advisors have a great opportunity to focus on improving their bedside manner for the good of the profession as well as for the good of the companies and individuals they serve. Health is a very personal thing and so is ...

Angie Grissom