November 18, 2014
Michigan Accounting Firms Merge
The accounting firms of McCartney & Company, P.C. and Maner Costerisan recently announced a merger. Effective December 1, 2014, McCartney & Company, P.C. will be recognized as Maner Costerisan.
November 17, 2014
Professionals on the Move – November 17, 2014
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
November 14, 2014
CBIZ to Close Its Miami, Florida Office
The business consulting firm CBIZ, Inc. has announced that it will close its current Miami, Florida, office. A small number of staff will be relocated to CBIZ's office in Boca Raton, Florida and the remainder of the staff will join Cherry Bekaert LLP ...
November 11, 2014
14 Must-Have Items in a Firm Merger Letter of Intent
There is no such thing as a standard Letter of Intent (LOI). I’ve seen all types, ranging from some that look like a mini-merger agreement (long and sophisticated) to those consisting of little more than typewritten notes on the buyer’s letterhead (short
November 10, 2014
AICPA Presents Valuation and Forensic Accounting Awards
The American Institute of CPAs has announced the winners of four awards in the forensic and valuation practice areas. The awards were presented today at the annual AICPA Forensic and Valuation Services Conference in New Orleans.
November 10, 2014
Sage View Gives Accountants Insight on Client Data
Sage North America has launched the new Sage View system, a cloud-based solution designed for accountants to easily monitor client performance and financial health. Sage View is being debuted during The Sleeter Group’s Solutions14 conference ...
November 10, 2014
CohnReznick Acquires Top 100 Accounting Firm
CohnReznick LLP, one of the largest accounting, tax, and advisory firms in the U.S., and the Maryland accounting, tax, and consulting firm of Watkins Meegan LLC, have completed the process of merging the firms uner the CohnReznick name.
November 6, 2014
Solving the Communication Puzzle Leads to Deeper Client Relationships
Your expertise in tax and accounting matters makes you your clients’ trusted advisor of all things financial. Getting messages out in a timely manner to clients impacts relationships.
Firm Management November 5, 2014
Accounting Firm Marketing Made Easy
When you think of marketing as simply “communicating,” it immediately feels doable. The fact is that many firms already have a marketing program in place, because marketing is really just communicating.
November 5, 2014
IT’s Role in Mergers and Acquisitions of Accounting Firms
So what is technology’s role in all this activity? Unfortunately, in a lot of these deals, IT is involved too little and too late.
November 5, 2014
AICPA Announces Scholarship Award Winners
The American Institute of CPAs has announced five recipients of the 2014-15 AICPA John L. Carey Scholarship. The one-year $5,000 scholarship is awarded to students from liberal arts and other non-traditional business backgrounds who are pursuing ...
November 5, 2014
Illinois Firms Porte Brown and Katzenbach Merge
The Chicago-based accounting and consulting firm of Porte Brown LLC has merged with Katzenbach & Associates, Ltd., a Bloomingdale-based public accounting firm. Financial details of the merger have not been disclosed.