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Running a Firm

Running a Firm (743)

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CEO Leaving SafeSend

 Scott Fleszar is leaving SafeSend, which he has served as CEO since November 2020. Although Fleszar announced the change in a LinkedIn post, the SafeSend website still shows Fleszar on its leadership page and the company has not announced his departure.

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Iris Names Product Exec

 The Iris Software Group has named Neel Lee Chauhan as chief product officer. 

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Centri Adds Partner

Centri Business Consulting has named Pavlo Ageyev as a partner. Ageyev joined the Philadelphia, Pa.-based firm in January.

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Cherry Bekaert Names Tax Leader

Cherry Bekaert has named Brian Moore as managing partner of tax services. He succeeds Christine Price, who is retiring after holding the position since 2018.

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Bill Offers Cash Forecasting

Bill Cash Flow Forecasting and Bill Insight have been introduced to give SMBs the ability to predict future cash flow through the analysis of historical accounting data. 

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SmartVault Intros Accounting Pricing

SmartVault, which makes document management software, has introduced its Accounting Unlimited Plan, which offers unlimited usage at a fixed price, the company said recently.

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FD Adds to Leadership Team

Frazier & Deeter has made new appointments of its leadership team, includes  naming managing partners for two of the firm’s offices.

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QBO Roles Changing

 Intuit is updating user roles QuickBooks Online Essentials, Plus, and/or Advanced in May. The software company said QBO Accountant roles will not be affected.

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Pedalahore Promotes Two

 Pedalahore & Co. CPAs has named two CPAs, Kristin Spano Braud and Jeremy Troulliet as partners. The firm serves the Florida parishes east of the Mississippi River in Louisiana.

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HTB Names Three Partners

 Hannis T. Bourgeois CPAs and Business Advisors has selected three partners effective this year. It has also selected and associate partner and a director at the same time, all CPAs.

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