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CBiz Picks Marketing Head

CBIz has named Donna Mirandola as its chief marketing officer. She replaces Mark Waxman, who retired at the end of 2023, after more than 22 years with the firm.

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Pun Group Names Two Leaders

The Pun Group, a Santa Rosa, Calif.-based accounting firm has added two professional Bernard Gallagher, MBA and Sophia Kuo, CPA, MBA, to its staff.

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Anchin Picks NFP Leader

 Accounting firm Anchin has made Brian Sackstein a partner in the firm’s Services Group and Leader of Anchin’s Not-for-Profit and Healthcare practice this month.

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Kraft CPAs Names Leader

 KraftCPAs has named Chris Hight a chief manager effective November 1. He succeeds Vic Alexander who will transition to an of-counsel role starting Nov. 1, 2025. 

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Block Hires Strategy Exec

H&R Block has hired Scott Manuel in the newly created role of chief strategy and operations officer.

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Dark Horse Names Principal

Dark Horse CPAs has promoted Brett Tester to principal, after having entered Dark Horse Principal Accelerator Program.

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Bowman Names Three Partners

 

Bowman & Co. has named three staff members to the partner ship group this month. The New Jersey CPA firm promoted Kenneth M. Drewes, Michael Thilker and Josette Traversa.

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Checkpoint Gets AI Research

 Thomson Reuters has made Co-Counsel, a GenAI assistant, available with its Checkpoint Edge research platform.

Co-Counsel was first introduced with the company’s legal products,

Thomson’s announcement said, “This new AI-Assisted Research skill leverages large language models (LLMs) providing an intuitive interface for tax professionals to pose questions to in everyday language.”

Answers are linked to Checkpoint Edge editorial content.

Nancy Hawkins, VP of product management, research, said in the statement that “Many professionals that are required to perform tax research are not attorneys themselves, and making the research process easier and faster for them is what this product is all about.”

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Sikich Creates Exec Positions

Sikich has promoted two of its employees to newly created executive positions. The firm named Cameron Petroff as chief marketing officer and Kelli Schweder has been promoted to chief of staff.   

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Armanino’s Mescal Retires

Tom Mescal, a partner who held leadership positions at CPA firm  Armanino, has retired from the from after more than 20 years.

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