Running a Firm (824)

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The Cloud: A More Level Playing Field

The idea that the Internet levels the playing field for business is a bit overblown: there seems little chance that the smallest businesses can serve the largest. Still, cloud-based products do represent the chance for small businesses to significant increase their markets and their capabilities of serving them.

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Danny Jackson Joins CB&H as Principal

Danny Jackson, CB&HDaniel G. Jackson has joined the Tampa, Fla., office of Cherry Bekaert & Holland as principal. He was previously a co-founder in September 2008 of Barley, McNamara, Wild, Martin, Jackson, which he grew from a start-up to $1 million in revenue and more than 80 clients. Read more...

Tax Expert Koutouras Joins Moss Adams


 George Koutouras,, Moss AdamsGeorge Koutouras, a former Big Four CPA and long-time author for BNA, has joined Moss Adams as a partner in its transaction services group. He serves the western tax market for the United States from the firm's offices in San Francisco and Los Angeles. Read more...

Schneider Downs Founder Dies

schneider downsJames T. Schneider, founding partner of Schneider Downs & Co., died of cancer this month while vacationing in Naples, Fla. He was 83, according to his obituary on postgazette.com, an online edition of the Pittsburgh Post-Gazette.

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Grant Picks Technology Practice Leader


Steve Perkins, Grant ThorntonGrant Thornton has slected Steve Perkins, 58, as national managing director of the firm's new Technology Industry Practice. The practice includes software, telecom, life sciences and clean tech sectors. Read more...

What Flavor CRM Do You Want?

ice cream artCustomer Relationship Management software, almost always referred to as CRM, has probably been seen by many small- and medium-sized accounting firms as something for large corporations. But increasingly, CRM is a function that is finding its way into almost every application that tracks people and companies, whether they are client or prospects.

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Mohler, Nixon Promotes Two

Trevor GillespieMohler Nixon & Williams has promoted senior manager Trevor Gillespie to audit partner, and senior manager Toby Johnston to tax partner. Gillespie focuses on financial statement audits and reviews of software and software-as-a-service venture-backed technology startups, as well as distributors and manufacturers.

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Management Essentials: The Partner Compensation Checklist

Tcheck arthere is a constant topic of conversation both inside firms and at almost every conference. It is the age-old question of partner compensation and "how do you do it". As our firm grew, we evolved from everyone is equal, to the "slip of paper" approach, to a more goal-driven, performance-based system. Every firm is a little bit different, but the issues surrounding how you split the pie are pretty consistent. Read more...

Lewis to Lead McGladrey National IT Group

Robert Lewis, McGladreyRobert Lewis has been named as the new business process and technology leader at McGladrey. In this role, Lewis, who has been with McGladrey & Pullen and RSM McGladrey since 1990, is responsible for aligning regional and national technology strategies.

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Trusted Advisor 2.0: Are You Ready?

Are you ready for Trusted Advisor 2.0? I know you are thinking, but wait; I haven't quite mastered Trusted Advisor 1.0. And, by the way, what is the difference, you ask? Before we can answer that question it's important to set a context. The context is that we are already operating at Business 2.0, and the recent recession/depression has served to accelerate business owner needs from expectations to demands. What used to be considered discretionary service offerings that only Maverick CPAs pursued are no longer optional.

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