Mergers and Acquisitions May 7, 2026
Plante Moran Expands South of the Border
Plante Moran is headed back to Mexico—the top 15 U.S. firm has added Guadalajara-based accounting firm JA Del Río in a deal expected to close on July 1.
April 9, 2015
Should a Partner Be Compensated for Bringing in a Merger?
This question applies only to line, client service partners, not to partners whose specific job it is to merge in firms.
April 9, 2015
Cloud-Based Portal System Offers Enhanced Data Security, Collaboration for Accounting Firms
A new cloud-based program is available to help accounting firms provide secure portals to clients, enabling access to business files and collaboration between firm and client, as well as custom forms creation and document sharing with clients and ...
April 9, 2015
Basware Acquires UK-Based e-Procurement Company
The acquisition significantly strengthens Basware’s position in the public sector, combining Procserve’s UK government experience with Basware’s established global expertise in purchase-to-pay and e-invoicing.
April 8, 2015
Majority of Americans Worry About Outliving Retirement Savings
Americans are most nervous about outliving their money in retirement and feeling stressed about healthcare costs, according to a new survey from the American Institute of CPAs.
April 6, 2015
Professionals on the Move – April 6, 2015
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
April 6, 2015
Most Americans Want Nonprofits to Have Better Financial Management
Four in five Americans believe not-for-profit employees should be exposed to the same training as finance professionals at other businesses
April 3, 2015
How Accounting Firms Can Break Up with Their Social Media Platform
If the appropriate goals for the network – traffic increases, lead generation, growth and reach, engagement, and sentiment – were set; yet, they are still coming up short, it might be time for the old heave-ho. But, before you do, answer these questions.
April 1, 2015
XCM Selects Accounting Tech Veteran Mike Sabbatis as COO
Workflow management technology provider XCM Solutions, LLC has selected Mike Sabbatis as the company’s Chief Operating Officer (COO). This company said in a statement that the appointment reflects its plans to expand its operations as it prepares to ...
March 30, 2015
Professionals on the Move – March 30, 2015
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
March 30, 2015
6 Ways to Find and Grow a Profitable Specialty Niche
Accounting clients are always looking for more from their experience. One way firms can create better experiences is through niche services. Some firms focus on a specific industry or narrowly-defined tax, assurance and advisory services. The success of a
March 30, 2015
10 Things Accountants Wish Their Clients Understood
Tax season can be a scary time for many taxpayers, but it's mostly because of a lack of knowledge. It's a fear of the unknown: Will they owe taxes, will the IRS come after their business, etc.
March 30, 2015
Firm of Marks Paneth Acquires Fischer Barr Wissinger
The accounting firm of Marks Paneth LLP has acquired Fischer Barr & Wissinger, LLC, a Parsippany, New Jersey-based full service accounting firm, effective February 1, 2015. With this acquisition, Marks Paneth, the New York City-based ...