Running a Firm (824)
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Xero Names U.S. Accounting Head
- Friday, 20 March 2015
- People & Moves
- Written by The Progressive Accountant
Xero has named Amy Vetter as its first Head of Accounting in the United States. Vetter's position is one in which she is described as evangelist for accounting, practice management and supporting financial solutions. It is not one in which she is involved in the company's accounting department.
QBO Leader Leaves Intuit
- Tuesday, 17 March 2015
- People & Moves
- Written by The Progressive Accountant
The VP who has headed QuickBooks Online tfor he last 19 months has left Intuit after 15 years with the company. The LinkedIn page of Terry Hicks, VP and general of QuickBooks Online, shows his job supervising Intuit's fastest growing product ended last month.
Overcoming Succession Procrastination
- Monday, 16 March 2015
- Running a Firm
- Written by Bill Carlino
Planning for succession at many CPA firms is often treated as if dealing with a serious medical condition. Sadly, too many practitioners feel that if they ignore it long enough, the succession problem will go away. Therefore, they procrastinate until they are faced with a number of unpleasant alternatives – such as a hastily arranged merger with unfavorable terms, or shutting down the business entirely.
A Better Marketing Mousetrap to Acquire Clients
- Tuesday, 10 March 2015
- Running a Firm
- Written by Hugh Duffy MBA
Morgan & Morgan CPAs has a straightforward slogan – "We make your life less taxing." The same principle can be attached to our approach to marketing the firm. We strive to build a better online "mousetrap" that brings prospects to our doorstep and significantly shrinks our sales funnel. Following this idea has allowed us to grow the firm by 23 percent in the past year.
Bill.com Adds Sales VP
- Thursday, 05 March 2015
- People & Moves
- Written by The Progressive Accountant
Bill.com has hired Sheela Zemlin as SVP of sales and customer success. The Palo Alto, Calif.-based company, which makes invoicing products, said this week Zemlin has responsibility for all sales channels, including sales to small businesses and direct sales for mid-market businesses and accountants.
Read more...Thomson Expands Certificate Program
- Monday, 02 February 2015
- Running a Firm
- Written by The Progressive Accountant
Thomson Reuters is making its Checkpoint Learning Tax Research Certificate Program available to the academic market, the company said this week. The program, deviled by the CPEasy platform, is designed to helps students develop their tax research knowledge.
Xero Names U.S.-based CFO and Sales VP
- Thursday, 29 January 2015
- People & Moves
- Written by The Progressive Accountant
Xero has hired Douglas Jeffries as CFO as the prior occupant of that job, Ross Jenkins, is moving to the newly created position of COO. Jeffries will be based in San Francisco. Meanwhile, the New Zealand-based marketer of cloud accounting software this week announced the hiring of a sales VP for the United States and of a sales director in the United Kingdom.
Auto Dealer CPAs Opens Website
- Wednesday, 28 January 2015
- Running a Firm
- Written by The Progressive Accountant
Auto Dealer CPAs, an association of accounting firms serving automobile dealers and their owners, has opened a new website. The group, which has 22 member firms, changed its name late last year from CPA Auto Dealer Consultants Association as it seeks to establish itself nationally.
Wave VP Zandbergen Goes to Intuit
- Tuesday, 27 January 2015
- People & Moves
- Written by The Progressive Accountant
Scott Zandbergen, VP of the business development and professional network for Wave Accounting, has moved to Intuit Canada. Zandbergen signaled the change of jobs in a Tweet this week that says he will lead marketing for ProFile, Intuit's professional tax software in Canada.
BenefitMall Names CFO
- Monday, 26 January 2015
- Running a Firm
- Written by The Progressive Accountant
BenefitMall, which owns the CompuPay payroll line, has a new CFO after promoting the prior holder of that job to the position of president. The Dallas, Texas-based company says it has named Stephanie Bowman as CFO following the promotion of Scott Kirksey.
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