Running a Firm (761)
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CAS Benchmark Survey Opens
- Monday, 27 May 2024
- Running a Firm
- Written by Bob Scott
Responses are being sought for the fourth bi-annual Client Advisory Services Benchmark Survey. The survey, conducted by CPA.com, is open to practitioners and leaders of firms of all sizes.
Read more...Iris Partners for Scheduling
- Tuesday, 21 May 2024
- Running a Firm
- Written by Bob Scott
The Iris Software Group has partnered with WSG Systems to provide automated tax scheduling for the Iris Practice Engine. An integration with Iris Star Practice Management is under development for release this year.
Read more...SafeSend Name CEO
- Tuesday, 07 May 2024
- People & Moves
- Written by Bob Scott
SafeSend, which makes software for assembling and emailing tax returns, has named Mathieu Stevenson, as CEO. He replaced Scott Fleszar, who announced his departure right after the April 15 tax deadline.
Read more...CEO Leaving SafeSend
- Thursday, 18 April 2024
- People & Moves
- Written by Bob Scott
Scott Fleszar is leaving SafeSend, which he has served as CEO since November 2020. Although Fleszar announced the change in a LinkedIn post, the SafeSend website still shows Fleszar on its leadership page and the company has not announced his departure.
Read more...Iris Names Product Exec
- Monday, 15 April 2024
- People & Moves
- Written by Bob Scott
The Iris Software Group has named Neel Lee Chauhan as chief product officer.
Read more...Centri Adds Partner
- Tuesday, 09 April 2024
- People & Moves
- Written by Bob Scott
Centri Business Consulting has named Pavlo Ageyev as a partner. Ageyev joined the Philadelphia, Pa.-based firm in January.
Read more...Cherry Bekaert Names Tax Leader
- Tuesday, 26 March 2024
- People & Moves
- Written by Bob Scott
Cherry Bekaert has named Brian Moore as managing partner of tax services. He succeeds Christine Price, who is retiring after holding the position since 2018.
Read more...Bill Offers Cash Forecasting
- Monday, 25 March 2024
- Running a Firm
- Written by Bob Scott
Bill Cash Flow Forecasting and Bill Insight have been introduced to give SMBs the ability to predict future cash flow through the analysis of historical accounting data.
Read more...SmartVault Intros Accounting Pricing
- Sunday, 03 March 2024
- Running a Firm
- Written by Bob Scott
SmartVault, which makes document management software, has introduced its Accounting Unlimited Plan, which offers unlimited usage at a fixed price, the company said recently.
Read more...FD Adds to Leadership Team
- Sunday, 03 March 2024
- People & Moves
- Written by Bob Scott
Frazier & Deeter has made new appointments of its leadership team, includes naming managing partners for two of the firm’s offices.
Read more...Most Read
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Jun 20 2024
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Jul 11 2024
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Mar 25 2024
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Jun 20 2024
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