Technology

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 ...

January 7, 2021 

A cloud sales tax returns solution designed exclusively for accounting firms, MRA enables firms to extend their practice with automated sales tax preparation and filing services, to provide clients with the benefits of a fully managed returns service.

January 6, 2021 

The two firms have a history of working together to serve healthcare clients. With the merger, BerryDunn clients will now have seamless access to VantagePoint’s deep expertise in healthcare compliance, credentialing, operations, and due diligence.

January 6, 2021 

PBMares, LLP, a Top 100 accounting and consulting firm in the U.S., announces that Harvey L. Johnson, partner and Cybersecurity & Control Risk Services Practice Leader has been appointed CEO, effective January 1, 2021. Johnson will serve as the ...