Firm Management September 9, 2026
Financial Engineer or Operator? How to Choose the Right Buyer
Almost half of the top 30 U.S. CPA firms had some form of private-equity investment or alternative practice structure.
November 13, 2015
Professionals on the Move – November 13, 2015
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
November 13, 2015
2015 Review of InsynQ Cloud Hosting
Accounting and CPA firms that utilize multiple tax and accounting applications and is actively looking for an established hosting business that specializes in hosting for accountants.
November 13, 2015
2015 Review of Xcentric Hosting
Designed specifically for accounting firms, Xcentric is a good fit for firms of all sizes that are interested in having their tax and related programs hosted.
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 ...