Mergers and Acquisitions December 5, 2025
CRI Adds DK Partners in Texas
Austin, TX-based accounting and advisory firm DK Partners has joined Carr, Riggs & Ingram in a deal that grows the top 25 firm's presence in the Lone Star State.
December 3, 2012
Olivia Kirtley Elected Deputy President of the International Federation of Accountants
Olivia Kirtley, CPA, CGMA, has been elected to a two-year term as deputy president of the International Federation of Accountants (IFAC). She succeeds Warren Allen, the newly appointed president of IFAC. Kirtley is the first female Deputy President in IFAC history, as well as the first representative from the business community to serve in that…
December 1, 2012
Helping Plan for Profit
Public accounting firms all have the same business goal – to make a profit. It sounds simple, so what keeps so many practices from being as profitable as they’d like? The answer is poor planning and inconsistent delivery.
November 30, 2012
Professionals on the Move – November 30, 2012
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
November 30, 2012
Why Websites are the Place for Leads
Now that the Internet has made networking virtual, you can focus more on your business by having an online strategy to secure referral sources and get warm, and hopefully hot, leads.
November 26, 2012
Is CRM Part of Your Firm’s Strategy?
Client relationships are the lifeblood of any accounting firm and should be maintained in an efficient, organized system. Too often, firms relay on a number of disparate back office systems to manage this critical information resulting in redundancy, inconsistency and missed opportunities.
November 26, 2012
Ever-Changing Tax Laws Require Professional Research Solutions
As changes are made to tax laws and technology, the business owners interact with their customers and tax and accounting professionals change. Many tax professionals find themselves moving from the role of tax return preparer to year-round consultant.
November 26, 2012
A Holistic Approach to Tax Practice Management
Every business owner knows that flexibility is a requirement for success. Being able to adapt to changing customer needs, vendor issues and work schedules is a part of the job requirement, whether the business is a shoe store, a restaurant or an accounting firm.
November 26, 2012
René Lacerte – Insights from a Fourth-Generation Entrepreneur
There is a good lesson here for small firms. It’s been my experience that many firms are challenged in the areas of hiring the right people and applying the appropriate level of leadership to allow staff to expand business. Instead, many small firm owners build their business around their individual skill set and then wonder…
November 26, 2012
Baby Boomers: Take the time to know the Gen Xers
CPA firms, as well as their small business clients headed by those of the “baby boomer” generation, may feel the urgency for an in-house succession plan to be certain their firm or business is headed in the right direction-to build business value and secure a future for themselves as well as their key employees.
November 26, 2012
Firms are adopting CRM systems to grow stronger
Firms who recently saw a loss of clients are now looking to shore up and consider building again, not only building bigger firms, but building more successful ones.
November 19, 2012
IT Strategic Planning & Budgeting
IT strategic planning and budget are crucial concepts for IT leaders to understand when communicating with partners.