Firm Management December 11, 2025
Client Experience as a Growth Strategy: Moving Beyond Compliance
Today, compliance isn’t enough to differentiate your firm. If you want to stay competitive, you need to focus on CX.
Firm Management December 11, 2025
Today, compliance isn’t enough to differentiate your firm. If you want to stay competitive, you need to focus on CX.
December 11, 2025
December 9, 2025
December 8, 2025
January 14, 2014
Microsoft is furiously at work on its next operating system, which it plans to introduce in 2015.
January 14, 2014
The American Institute of CPAs (AICPA) and the Management Accounting Section of the American Accounting Association (AAA) have announced that Stanley Baiman, Ph.D., has been awarded the 2014 Lifetime Contribution Award. Professor Baiman was honored for his 30 plus years of research and teaching of key management accounting issues, including those relevant in inter-firm contracting…
January 14, 2014
The merger wave among CPA firms is expected to continue its strong pace in 2014, particularly among small to midsized regional firms, according to the authors of a new American Institute of CPAs-published book on acquisition strategies.
January 13, 2014
Braver PC, a full-service regional accounting firm with offices in Needham, MA, and Providence, RI, has merged into Marcum LLP, a top national accounting and advisory firm, effective January 1. All three Braver divisions, including Accounting, Business Strategies and Valuation Services, joined Marcum.
January 13, 2014
The American Institute of CPAs has announced that undergraduate and graduate level accounting students may now apply online for scholarships for the 2014-2015 academic year. In addition, the AICPA has created a new scholarship for students who have earned a finance-related associates degree and declared their intent to major in accounting at a four-year college…
January 12, 2014
Data is king. Keeping it stored safely and securely is critical. Whether you are operating in the cloud, from an office, or from your home you need to be thoughtful about your data. In my professional life, strategies for keeping data safe have been mandatory for over 40 years.
January 10, 2014
Millennials are often lumped together, but the financial realities and habits of the 20-24 year-old set are very different from their older peers, according to data from PNC's Financial Independence Survey.
January 8, 2014
Cincinnati-based accounting and consulting firm Flynn & Company, Inc. has acquired Shoemaker & Company, Inc., the companies have announced. Shoemaker is also based in Ohio. The acquisition was finalized on December 24, 2013.
January 7, 2014
The Illinois accounting firms of Mowery & Schoenfeld and Wolowicki and Associates have merged, the firms have announced. The action was effective Jan. 2, 2014, resulting in a combined CPA firm operating as Mowery & Schoenfeld.
January 7, 2014
CBIZ, Inc. has announced the acquisition of substantially all the assets of Clearview National Partners, L.L.C., ("Clearview") of Waltham, Massachusetts, effective January 1, 2014.
January 7, 2014
Big 4 audit, tax and advisory firm KPMG LLP has announced the appointment of Tim Zuber as the firm's U.S. Partner-in-Charge (PIC) of Knowledge & Collaboration Management (KCM).
January 2, 2014
From top to bottom, firms continually struggle with accountability. Partners face challenges holding one another accountable. With junior staff, managers too often focus on the wrong things: Whether an employee put in enough hours or whether an employee checked Facebook during business hours, for instance.