Running a Firm (789)

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Wolf Gets Herbein Partner Slot

Steven M. Wolf, Herbein & Co., Steven M. Wolf has been promoted to partner at Herbein & Co., a Pennsylvania CPA firm. Wolf is chair of the firm's client service cornerstone committee. He also oversees the firm's client satisfaction survey, client seminar series and team training initiative. Read more...

SEC Reinstates N.Y. CPA Bergsman

Gilbert Bergsman, CPAThe Securities and Exchange Commission has reinstated Gilbert Bergsman, a New York CPA. Bergsman was barred from appearing before the agency on Dec. 15, 2005 when it settled administrative proceedings against him without his admitting or denying the SEC findings. He is partner emeritus of Raich Ende Malter & Co., which he joined in 2005.

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Social Media Results through Strategy, Training and Policy

Are you on LinkedIn, Facebook, or Twitter, but you're not sure what to do to ensure your time invested pays off? Do you wonder how your team members are using them - especially related to your firm - knowing that most of them are probably on LinkedIn, Facebook and Twitter, too? It's time to create your firm's social media strategy, training plan and policy! Having all three elements in place will drive adoption and usage of social media by your team members, ensure consistency of your firm's brand and positioning and produce measurable results.

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Freeland Named NSA Accountant of the Year

Christine FreelandChristine Freeland, CPA, ABA, ARA, has received the 2012 Accountant of the Year Award from the National Society of Accountants. The award is given to an individual member in recognition of outstanding achievement and service to NSA, the accounting and tax profession, the state society and the community. Read more...

SC&H Group Puts Workman In Charge of Office

Todd Workman, SC&H Group

Todd Workman has been named managing partner of the Washington D.C./Northern Virginia office of the SC&H Group, A partner with the firm since 2000, Workman continues as managing partner of SC&H's State and Local Tax practice, a position he has held since mid-2010.

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CB&H Picks Poad for Indirect Taxes

William Poad, Cherry, Bekaert & HollandCherry, Bekaert & Holland has hired William Poad as director of indirect taxes within the firm's State and Local Tax Group. Poad is a specialist in multistate indirect taxation, helping clients with planning, compliance, structuring and protest proceedings, as well as being familiar with value-added tax  property valuation and excise tax issues. Read more...

Stopping Identity Theft in Tax Filings

theft artWith more than 127 million personal information records exposed in 2011, identity theft has led to a swell of fraudulent tax filings and tens of thousands of honest taxpayers are now subjected to delays in their legitimate refund claims, according to the Internal Revenue Service. The increasing number of data breaches means that CPAs must handle client data even more carefully. Read more...

Be the McDonald's of Professional Service

McDonalds logoYou run a professional services firm, perhaps an accounting firm. You have a wide variety of clients with a wide variety of needs, but the services you offer are relatively standardized. You provide tax return preparation, bookkeeping and financial statements.

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CompuPay CEO Stepping Down

Charlie Lathrop, CompuPayCharles Lathrop, president and CEO of CompuPay, is leaving his jobs later this year. Lathrop held those positions with payroll provider before it and BenefitMall merged in May. Latrhop will remain as an advisor and investor.

 

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Aversa Heads EisnerAmper Practice

 Michael Aversa, EisnerAmper EisnerAmper has named Michael Aversa partner-in-charge of its Private Business Services Practice. The New York-based firm offers a suite of services for private business, including trusts and estate tax planning, analysis of complex reporting requirements relating to state and local taxes and family office outsourcing.

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