Firm Management July 10, 2026
Avoid Assumptions: Use Career Conversations to Guide Your Firm’s Succession Planning
A succession plan built on assumptions is likely to fall short of expectations when it matters most.
June 1, 2016
Accounting Firm Baker Tilly Gets New CEO
Shortly after Whitman assumes the CEO role, Baker Tilly will hold a firmwide Stewardship Day on July 14, 2016 to acknowledge Whitman’s election and to celebrate its people. Employees will dedicate the entire workday to community service, giving and ...
May 30, 2016
1/3 of U.S. Workers Unhappy With Paid Time Off Policy
Despite bluer skies and warmer weather, some workers are feeling a little gray when it comes to their vacation time away from work. According to a new survey by staffing firm Accountemps, one-third of professionals (33 percent) feel they don't have ...
May 30, 2016
Canadian CFOs Take Four Weeks to Fill Finance Positions
Imagine being without a valuable employee for a month. That's the situation accounting and finance departments typically find themselves in when a member of the team moves on. According to a new survey from ...
May 30, 2016
Preventing Corporate Inversions May Risk U.S. Economic Health
There seems to be somewhat of a general misconception that it is the “inversion” itself, in other words the acquisition of a U.S. corporation by a foreign acquirer, which creates the favorable tax structure for multinationals.
May 30, 2016
Flashback to 1988: Comparing Accounting Firm Standards Then and Now
Back to the Future – Looking Back over Three Decades Recently my clients, Tony Frabotta and Rick David of UHY Advisors, forwarded to me the Summer 1988 issue of The PDI Report. Tongue in cheek, they said to me they were surprised to see that there was another Allan Koltin who also did consulting to...…
May 27, 2016
Professionals on the Move – May 27, 2016
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
May 25, 2016
2016 Tech Trends for Accounting Firms
Five IT Infrastructure and workstation trends for firms to consider as they evaluate system upgrades this summer.
May 25, 2016
Accounting Firm Closes Offices for Day of Giving Back to Communities
The yearly firm-wide community service event works with nonprofits to set up a variety of day-long philanthropic projects that serve the communities where employees live and work.
May 24, 2016
QuickBooks Pro Advisors Get Double Commissions From TSheets
Pro Advisors who are also TSheets PROs will receive two years of commissions instead of one, for all of their client referrals through the end of the year, as well as for next year. This is in addition to the perks TSheets already offers its PRO users ...
May 24, 2016
The Biggest Challenges of Being a New Manager
New managers face a number of challenges, but which is the most daunting? CFOs were asked, "In your opinion, what is the most difficult part of becoming a manager for the first time?"
May 24, 2016
The RIVIO Clearinghouse Is A Game Changer for the Accounting Profession
I've been reporting on the accounting profession since Andersen was in the Big Five, Sarbanes and Oxley were just drinking buddies in DC, Enron was a company where great careers were made, and the PCAOB wasn't even a figment of anyone's imagination.
May 24, 2016
Epson Introduces New Affordable Home Office Printers
The WorkForce 2700-Series printers offer fast and easy home office printing, enabling users to wirelessly connect and print from a tablet, smartphone or computer with Epson Connect™ and partner solutions, which support Android, Apple, Chromebook, ...