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February 27, 2020 

Avalara Announces RSM as Diamond Sponsor of CRUSH in St. Louis

The conference, themed The Future of Tax Compliance — Now, will take place May 12–14, 2020, in St. Louis, Missouri, bringing together experts and practitioners at the forefront of the complex world of tax compliance. CRUSH attendees will have ample ...

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February 26, 2020 

Grant Thornton Names David Platt to East Region Leadership Role

In addition, Grant Thornton has expanded Nichole Jordan’s role as its regional managing partner for the firm’s Central region – adding the Midwest geographic area to a portfolio that previously consisted of Kansas, Missouri, Nebraska, Oklahoma and Texas.

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February 25, 2020 

4 Tips to a Successful Financial Planning Practice

Last month, more than one hundred financial professionals gathered at the AICPA’s Personal Financial Planning (PFP) Summit to hear thought-provoking perspectives on practice management via in-depth presentations delivered by profession leaders.

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February 24, 2020 

Coronavirus: Is Your Firm Prepared for a Pandemic?

Natural disasters and cybersecurity concerns have pushed most firms to develop a disaster response plan in the event of a catastrophic office or systems loss, but few have considered the potential impact of a massive influenza (flu) outbreak, such as ...

Roman Kepczyk

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February 24, 2020 

2 Keys to an Effective Workspace

When where you work is actively working against you, it takes time out of your day and increases your frustration and anxiety. As such, it’s important to play an active role in creating a space that helps rather than hurts you.

Amy Vetter

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February 23, 2020 

IRS and International Tax Agencies Fight Global Tax Evasion

The Joint Chiefs of Global Tax Enforcement (J5) was formed in 2018 after a call to arms from the OECD Taskforce on Tax Crime and has been working together to gather information, share intelligence and conduct coordinated operations, making significant ...

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February 19, 2020 

2020 Review of Zoho CRM

Zoho CRM www.zoho.com From the 2020 reviews of CRM systems for accounting firms. Zoho CRM is a solid online CRM application well designed for businesses of all kinds, including accounting firms, although it is better suited for businesses that sell products. Zoho CRM offers four plan levels, with a basic plan available at no cost....…

Mary Girsch-Bock

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February 19, 2020 

David Cieslak, CPA.CITP, CGMA, GSEC Inducted into Accounting Hall of Fame

The members of the Accounting Thought Leader Symposium have elected David Cieslak, CPA.CITP, CGMA, GSEC, accounting technologist and chief cloud officer and executive vice president with RKL eSolutions, into CPA Practice Advisor’s Accounting Hall of Fame. The announcement was made during a presentation at the 2020 meeting of the Thought Leader Symposium, an accounting think tank...…

Gail Perry