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Running a Firm

Running a Firm (748)

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Dark Horse Names Sales Exec

Dark Horse CPAs has promoted Justin Kürn to the position of chief revenue officer. Kürn, who has been with the firm since August 2021, was previously VP of development.

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Melancon Retiring This Year

Melancon Barry new Barry Melancon, CEO and president of the American Institute of CPAs, has announced he will retire on December 31. Details about his successor are expected to be announced before then.

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CAS Benchmark Survey Opens

Responses are being sought for the fourth bi-annual Client Advisory Services Benchmark Survey. The survey, conducted by CPA.com, is open to practitioners and leaders of firms of all sizes.

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Iris Partners for Scheduling

The Iris Software Group has partnered with WSG Systems to provide automated tax scheduling for the Iris Practice Engine. An integration with Iris Star Practice Management is under development for release this year.

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SafeSend Name CEO

SafeSend, which makes software for assembling and emailing tax returns, has named Mathieu Stevenson, as CEO. He replaced Scott Fleszar, who announced his departure right after the April 15 tax deadline.

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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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