As we look at tax season in the rearview mirror, it's time to think about strategic planning for our firms. Most CPAs are very effective and accomplished in the planning process. We invest the time and money in a retreat, we focus on the future, get lots of ideas on the table, agree on objectives and goals for the next year, commit to an action plan and sincerely want to move the firm forward.

Jeff Gramlich, who has held executive jobs with the industry's top software companies, has joined Validis. As VP of business development, Gramlich is responsible for expanding the accounting market for the London, United Kingdom-based software company. He previously served as a consultant to the company.

To survive and thrive, companies need to have a strong grasp of their cash flow. By understanding when, where and how money enters and exits a business, companies can more effectively manage spend, reduce error and plan for the future. This is especially true for small businesses, which often run lean with limited cash reserves.

Ray Barlow, who  lead Sage's accountant program, has joined XCM Services of Quincy, Mass., as SVP. In his new position, he is responsible for Xpitax Accounting and Tax outsourcing services. Barlow was VP of accountant solutions at Sage from August 2015 through this month.