Mergers and Acquisitions August 14, 2026
Grassi Adds Hoffman Mulligan in NYC
Top 60 accounting firm Grassi has expanded its New York City presence and its tax practice after adding CPA firm Hoffman Mulligan, effective Aug. 1.
November 13, 2015
2015 Review of Cloudvara Cloud Hosting
Cloudvara is truly a custom hosting service, offering a number of application options for accounting firms and other businesses looking to have accounting, tax, and other business applications hosted. The product is ideally suited for smaller ...
November 13, 2015
A Simple Approach to Training
While you certainly have to take into account learning styles, I would like to share a simple training approach that I learned from my partner, Dustin Hostetler. It is a proven process that has been used successfully by our clients and in a variety of ...
November 13, 2015
2015 Review of Cloud9 Real Time
Cloud9 is a good fit for both accounting firms as well as other business industries, including law firms, and general businesses that wish to expand internal capacity without the need to add expensive internal IT support and hardware.
November 13, 2015
2015 Review of Right Networks Cloud Hosting
Right Networks offers a variety of applications that accounting firms can access from anywhere. Available applications are listed by type, and include Accounting, Franchise, Small Business and Non-Profit apps.
November 13, 2015
AICPA Offers Elevated Not-for-Profit Certificate for Accounting Professionals
This new intermediate/advanced program allows individuals to dive head first into more complex accounting and financial reporting, tax compliance, governance and assurance matters in a variety of NFP settings.
November 13, 2015
BDO Acquires California Accounting Firm CEA, LLP
BDO will maintain both its existing San Diego office in La Jolla and the previous CEA office in Carlsbad. Lee Duran, Assurance Managing Partner for BDO’s existing San Diego office, will maintain that role in the combined San Diego practice and Mark ...
November 6, 2015
Two Roads That Lead to a Firm of the Future
Intuit announces winner of its Firm of the Future Contest
November 13, 2015
Ryan Tax Firm Acquires TransAmerican Asset Servicing Group
A key strategic component in the transaction is TransAmerican’s proven proprietary workflow technology system for efficient management of the entire lifecycle for identifying lost holders and reuniting them with their property.
November 12, 2015
2015 Review of CCH Axcess Portal
CCH Axcess Portal offers bi-directional file exchange, making it easy to send and receive a variety of file types. Clients can be provided with easy access to vital documents such as tax returns, financial statements, and other related documents and ...
November 12, 2015
2015 Review of AccountantsWorld Client Portals
AccountantsWorld Client Portals are a central part of AccountantsWorld’s suite of web-based solutions for accounting professionals, allowing firm staff and clients to interact and share files and data. The portals, included with Power Practice, Cloud ...
November 12, 2015
Client Portals Increase Efficiency, Provide Greater Convenience
While portals have been around for a while, their features have evolved over time. No longer just a place to exchange documents, portals offers a variety of related tools including the ability to be notified when a client accesses a document in the portal
November 11, 2015
2015 Review of SmartVault
Ideal for QuickBooks users, SmartVault offers accounting firms and other businesses both a fully-functional portal, as well as online document storage capability. A free plug-in allows QuickBooks users to attach documents and notes to QuickBooks ...