Technology

January 12, 2021 

Verifyle has been chosen to provide ultra-secure document sharing, messaging and digital signature technology for CalCPA members beginning in January 2021.

January 11, 2021 

43% of the new partners are women, underscoring the firm's commitment to diversity and inclusion.

January 11, 2021 

Not just anyone can purchase a .com domain, explained Jodi Ann Ray, CAE, president and CEO of TXCPA. “To obtain a .cpa domain you have to be a licensed CPA firm, individually licensed CPA, or approved CPA-affiliated organization and undergo verification.

January 11, 2021 

Fineman West & Company, a tax, accounting, audit and business advisory firm, has merged with long-standing accounting firm, Katz & Associates. Joining Fineman West includes Stanley Katz, President of Katz & Associates, Ruben Samson, Senior Auditor, ...

January 11, 2021 

Professionals on the Move is a round-up of recent promotions and staffing changes at accounting firms across the nation.

Mary Girsch-Bock

January 11, 2021 

Giddens will follow the leadership of Gary Greer, as Gary moves on to become the Managing Partner of Assurance for the Atlantic Region. With more than 15 years of public accounting experience, Giddens has been with the firm since 2012 and most recently...

January 11, 2021 

Jackie Meyer, Certified Public Accountant and President and Founder of Meyer Tax Consulting, has ;launched TaxPlanIQ, a tax firm planning web application that helps with tax calculations, planning and organization. Powered by practice management ...

January 11, 2021 

These platform enhancements reflect the market’s transition from static annual budgeting to dynamic, real-time financial forecasting and planning. With Place Technology, SaaS and professional services companies have the flexibility and visibility to ...

January 10, 2021 

AICPA News is a round-up of recent announcements from the American Institute of CPAs.

Mary Girsch-Bock

January 8, 2021 

MBAF is the largest Florida-based accounting and professional services firm, and one of the largest Hispanic-owned businesses in the region. MBAF offers assurance, tax and accounting, advisory, technology consulting and private wealth management ...

January 7, 2021 

There are several structures for adding financial planning services to your firm’s current services. For example, you can handle everything in-house or partner with a financial planning firm to provide services.

January 7, 2021 

Clients already turn to you and trust you for tax planning, which most likely incorporates a part of financial planning such as 401Ks, IRAs, and other retirement plans and investments. Financial planning services augment the tax strategies you already ...