Running a Firm

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QB Advisory Panel Adds Members

Eight individuals have joined the QuickBooks Accountant Council for two-year terms. The members, who are meeting virtually for now, provide insights and feedback about product and service directions for the QuickBooks platform.

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Cherry Bekaert Picks DTS Leader

Cherry Bekaert has hired Robert Misch as director of the firm’s digital advisory practice. He will lead the Digital Transformation Services (DTS) service line, which includes strategy and enablement, infrastructure, business optimization and transactional related digital services.

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Altruic Names Taylor as Partner

Altruic Advisors, an accounting firm specializing in nonprofit clients, has promoted Sarah Taylor to partner. Taylor, who joined the firm in 2017, became accounting services manager in 2018.

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CaseWare Names New CEO and Chair

 CaseWare International has named David Osborne as its new CEO. The Audit software company also appointed industry veteran Mike Sabbatis as its chair.

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AICPA Study: Travel Resuming But…

 A study by the American Institute of CPAs has found that 34 percent of business executives expect travel spending will reach pre-pandemic levels by the end of this year. But 46 percent of the 770 respondents surveyed said the cost savings they experienced during the shutdown mean their own travel will remain restricted.

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BDO Adopts Flexible Work Plan

 BDO has formally established a flexible work plan so that teams can determine where they will work.  The firm this month descried the plan as “approach that affords BDO
professionals the opportunity to reimagine how day-to-day work is accomplished”.

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Sage’s Forrester Joins Bill.com

 Dewey Forrester has joined payments company Bill.com as VP of its channel team. That follows three-and-a-half years at Sage where he held leadership positions in its channel program.

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Centennial Honors Black CPA Ph.D.s

 The Black CPA Centennial is honoring pioneering black CPA Ph.D.s as part of its year-long celebration of Black CPAs. The organization noted Black  Ph.D.s have played an important role in attracting students to the profession.

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NJCPA Names New President

The New Jersey Society of Certified Public Accountants has named Harry P. Wills III as president for its 2021/22 term. A partner at Bowman & Company of Voorhees, Brown succeeds Alan D. Sobel.

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ADP DataCloud Helping to Understand Diversity

New tools have been added to ADP DataCloud to ascertain the diversity of their workforce. The ADP DEI (Diversity, Equity and Inclusion) Dashboard and Organizational Benchmarks help businesses identify any groups which are under-represented via a question-and-answer format.

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