Running a Firm (796)
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Wilson: Work to Stay Hybrid
- Monday, 09 August 2021
- Running a Firm
- Written by Bob Scott
Over breakfast, a group of CPAs at last month’s AIPCA Engage conference, discussing remote work, said there was no substitute for in-person work when it comes to training young accountants. Later that day, Jennifer Wilson, a partner with Convergence Coaching, said the objection is off base because training at most firms just isn’t that good.
Cybersecurity: Broad Opportunity
- Sunday, 01 August 2021
- Running a Firm
- Written by Bob Scott
Accounting firms have a wide range of opportunities to provide cybersecurity services was the message as a session at the AICPA Engage conference last month. Steve J. Ursillo, a partner with Cherry Bekaert, and Jim Bourke, a partner with Withum, told attendees that clients would prefer to receive such services from their CPA firm.
QB Advisory Panel Adds Members
- Monday, 19 July 2021
- People & Moves
- Written by Bob Scott
Eight individuals have joined the QuickBooks Accountant Council for two-year terms. The members, who are meeting virtually for now, provide insights and feedback about product and service directions for the QuickBooks platform.
Cherry Bekaert Picks DTS Leader
- Thursday, 08 July 2021
- People & Moves
- Written by Bob Scott
Cherry Bekaert has hired Robert Misch as director of the firm’s digital advisory practice. He will lead the Digital Transformation Services (DTS) service line, which includes strategy and enablement, infrastructure, business optimization and transactional related digital services.
Altruic Names Taylor as Partner
- Monday, 05 July 2021
- People & Moves
- Written by Bob Scott
Altruic Advisors, an accounting firm specializing in nonprofit clients, has promoted Sarah Taylor to partner. Taylor, who joined the firm in 2017, became accounting services manager in 2018.
CaseWare Names New CEO and Chair
- Monday, 28 June 2021
- People & Moves
- Written by Bob Scott
CaseWare International has named David Osborne as its new CEO. The Audit software company also appointed industry veteran Mike Sabbatis as its chair.
AICPA Study: Travel Resuming But…
- Monday, 28 June 2021
- Running a Firm
- Written by Bob Scott
A study by the American Institute of CPAs has found that 34 percent of business executives expect travel spending will reach pre-pandemic levels by the end of this year. But 46 percent of the 770 respondents surveyed said the cost savings they experienced during the shutdown mean their own travel will remain restricted.
BDO Adopts Flexible Work Plan
- Monday, 21 June 2021
- Running a Firm
- Written by Bob Scott
BDO has formally established a flexible work plan so that teams can determine where they will work. The firm this month descried the plan as “approach that affords BDO
professionals the opportunity to reimagine how day-to-day work is accomplished”.
Sage’s Forrester Joins Bill.com
- Monday, 14 June 2021
- People & Moves
- Written by Bob Scott
Dewey Forrester has joined payments company Bill.com as VP of its channel team. That follows three-and-a-half years at Sage where he held leadership positions in its channel program.
Centennial Honors Black CPA Ph.D.s
- Monday, 14 June 2021
- People & Moves
- Written by Bob Scott
The Black CPA Centennial is honoring pioneering black CPA Ph.D.s as part of its year-long celebration of Black CPAs. The organization noted Black Ph.D.s have played an important role in attracting students to the profession.
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