Running a Firm (824)

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H.D. Vest, TaxAct CEOs Named

Robert D. Oros, H.D. VestRobert D. Oros has been named CEO of H.D. Vest. He takes over the job on February 28 when Roger Ochs steps down. Blucora, which owns H.D. Vest, also this month hired a Sanjay Baskaran as the new president for its other business segment, TaxAct.

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Ten Tips for a Better Busy Season

Another busy season is upon us. Are you feeling excited, anxious, or dread? It's probably a mix, but hopefully there's more excitement than any other emotion since you will be helping so many more people during busy season than any other time of the year.

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AICPA Updates PFP Body of Knowledge

AICPAThe Personal Financial Planning Body of Knowledge has been updated by the American Institute of CPAs. The new publication provides guidance and clarity on the competencies and information that CPAs who provide financial planning services need to know. The AICPA also plans to release a Global Personal Financial Planning Body of Knowledge this year.

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CohnReznick Names Accounting Director

Robert G. Hilbert, CohnReznick CohnReznick has named Robert G. Hilbert as partner and national director of accounting. Hilbert has 25 years of experience providing technical guidance on accounting and auditing issues. He joined the firm in November from EisnerAmper where he was a partner from November 2011 through November 2016.

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Using Digital Video Marketing to Grow a Business

Research confirms consumers love videos. They prefer watching videos over reading text about a product or service. Because of this, you will begin to see more videos being used on websites, in email marketing messages and in social media. Videos have proven to be a successful conduit for action; they bolster engagement with prospects and clients.

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Baker Tilly Names Consulting Leader

Ethan Bach, Baker Tilly Virchow Krause Ethan Bach has been named managing partner of Baker Tilly Virchow Krause's national consulting practice effective June 1. Based in the firm's Chicago, Ill., headquarters, Bach is currently principal and leader of the firm's management and business technology consulting team.

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Patil Joins AccountantsWorld

Hitendral Patil, AccountantsWorldHitendral Patil has joined the software company AccountantsWorld as director of practice development. He joined the Hauppauge, N.Y.-based company after serving in management with outsourcer Pransform. Patil's LinkedIn profile shows he moved into the new job this month.

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Bloomberg BNA Names Division Execs

Scott Mozarsky, Bloomberg BNA Bloomberg BNA has named new presidents of its Cross Platform and Legal Divisions. The company promoted Mike MacKay to become head of the Cross Platform Division, which provides marketing and live-event services to the company's clients. It also appointed Scott Mozarsky, who had run that operation, to replace David Perla as president of the Legal Division.

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eFilecabinet Names New CEO

Jesse Wood, eFilecabinetDocument management company eFilecabinet has named Jesse Wood as its new CEO. He replaces interim CEO Benoy Tamang, who served in the leadership position from April when he replaced Matt Peterson. 

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Firms Revs Improve; Profit Picture Mixed

AICPAMost CPA firms have experienced increases in revenue over their most recent fiscal year. That is the finding of the 2016 National Management of an Accounting Practice (MAP) Survey conducted by the American Institute of CPAs. The survey derived its findings from information gathered from May through June from 1,537 CPA firms about their latest financial year results.

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