Running a Firm (824)

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Accountants Rank Top Five Practice Challenges

The 3rd Annual Accounting Firm Operations and Technology Survey revealed the top challenges faced by your accounting and tax practice peers. Among these, the most common issues include recruiting and retaining staff, workflow and efficiency, adapting to change, archiving and retention of email, and attracting new clients.

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RSM Names Tax Consulting Leader

E.J. Nedder, RSM US RSM US has named E.J. Nedder to serve as national tax consulting services leader. His responsibilities included developing strategies to grow tax consulting services. The firm said in a prepared statement he is also charged with "positioning RSM US as the preeminent first-choice advisor for middle-market leaders' tax consulting needs."

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Boomer Changes Leadership

L. Gary Boomer, Boomer ConsultingBoomer Consulting has named Jim Boomer as CEO to succeed his father and founder L. Gary Boomer. The Manhattan, Kan.-based firm also selected Sandra Wiley as president, Dustin Hostetler as chief innovation officer, and L. Gary Boomer as visionary and strategist.

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LBMC Changes Marketing Directors

Leisa Gill, LBMC LBMC has brought in Suzanne Reed as director of marketing, taking over the job from long-time employee Leisa Gill. Gill, who had been marketing director since March 1997, has been named to the new position of director of client experience. The Nashville, Tenn.-based accounting firm made the announcement this month but the two directors' LinkedIn profiles show the events were effective in November.

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Bloomberg BNA Names Executives

Christine Correira, Bloomberg BNA Bloomberg BNA has named two individuals to top jobs. The Arlington, Va.-based publishing promoted Dan Fine to the position of COO earlier this month and hired Christina Correira as chief human resources officer in February. Both report to CEO President Greg McCaffery.

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Product Officer Norton Leaving Xero

Angus Norton, XeroChief product officer Angus Norton is leaving Xero after working in that position since October 2014. Based in New Zealand, Norton is returning to his home in Seattle, Wash. His duties are being taken over by Duncan Ritchie, chief platform officer, with the product and platform teams being merged together as the cloud-based software company completes its platform migration to AWS.

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TaxAct Parent Names CEO

John Clendening, BlucoraBlucora, which owns the TaxAct software line, has named John Clendening as president and CEO effective April 4. Clendening is replacing William Ruckelshaus. The hiring of Clendening, who had executive roles at Charles Schwab Bank and Charles Schwab & Co. follows Blucora's acquisition of HD Vest on December 31.

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Sleeter Has Left Sleeter Group

Doug Sleeter, The Sleeter GroupSleeter Group founder Doug Sleeter has left the company he founded. He is scheduled to be the keynote speaker at the conference formerly known as SleeterCon in November, which has been renamed Accountex USA (www.AccountexUSA.com.) 

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How to Grow Your Firm by 450 Percent

When I founded Kruze Consulting in 2012, I was a one-woman shop. My focus was to deliver premium startup accounting services as efficiently as possible. In November of 2014, I had 30 clients. As of October 2015, I grew the client base to more than 165—an increase of 450 percent.

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Accountants Must Lead Businesses to Success

Accountants inhabit a unique position in the business world. They see data from a multitude of clients and can spy trends before others do. In Silicon Valley, I've heard numerous stories where an accountant saw busineses struggling to get funded and recommended that other clients tighten the belt as well. Those that controlled or reduced spend survived. Business clients that ignored the advice didn't.

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