Running a Firm (813)
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Block CEO Cobb to Leave
- Tuesday, 23 May 2017
- People & Moves
- Written by The Progressive Accountant
Bill Cobb, the CEO of H&R Block will leave the tax services company on July 31. He will by replaced by general counsel and chief administrative officer, Tom Gerke, who will serve as interim president and CEO. The board of directors will consider both internal and external candidates.
Get the Most Out of Planning Retreats
- Tuesday, 23 May 2017
- Running a Firm
- Written by Gary Adamson
After tax season, many CPA firms turn their attention to scheduling annual planning retreats. If you're not one of them then I encourage you to become one; planning retreats are a critical part of firm management and strategy. It is the process where your leadership group establishes the road map for the firm for the next year and beyond.
Read more...Implementing a Strategic Plan
- Monday, 08 May 2017
- Running a Firm
- Written by Gary Adamson
As we look at tax season in the rearview mirror, it's time to think about strategic planning for our firms. Most CPAs are very effective and accomplished in the planning process. We invest the time and money in a retreat, we focus on the future, get lots of ideas on the table, agree on objectives and goals for the next year, commit to an action plan and sincerely want to move the firm forward.
Read more...Industry Vet Gramlich Joins Validis
- Friday, 05 May 2017
- People & Moves
- Written by The Progressive Accountant
Jeff Gramlich, who has held executive jobs with the industry's top software companies, has joined Validis. As VP of business development, Gramlich is responsible for expanding the accounting market for the London, United Kingdom-based software company. He previously served as a consultant to the company.
Helping Small Businesses Manage Cash Flow
- Tuesday, 02 May 2017
- Running a Firm
- Written by Christal Bemont
To survive and thrive, companies need to have a strong grasp of their cash flow. By understanding when, where and how money enters and exits a business, companies can more effectively manage spend, reduce error and plan for the future. This is especially true for small businesses, which often run lean with limited cash reserves.
Read more...Barlow Joins XCM Services
- Monday, 01 May 2017
- People & Moves
- Written by The Progressive Accountant
Ray Barlow, who lead Sage's accountant program, has joined XCM Services of Quincy, Mass., as SVP. In his new position, he is responsible for Xpitax Accounting and Tax outsourcing services. Barlow was VP of accountant solutions at Sage from August 2015 through this month.
Xero Starts Broad New Group
- Thursday, 27 April 2017
- People & Moves
- Written by Bob Scott
Cloud software company Xero has created a new department covering a wide range of its business. The New Zealand-based organization has named Amy Vetter as chief relationship officer for the partner channel in the Americas.
Blackbaud Creates Global Sales Position
- Tuesday, 25 April 2017
- People & Moves
- Written by Bob Scott
Blackbaud has promoted Patrick Hodges to the position of SVP of global sales. It is the first time the nonprofit software company has had a global sales leader and the Charleston, S.C.-based organization described the move as reinforcing its commitment to worldwide growth.
Accountant VP Barlow Exiting Sage
- Thursday, 30 March 2017
- People & Moves
- Written by Bob Scott
Ray Barlow, who heads accounting programs in North America, is leaving Sage. Barlow this week confirmed he will depart the software company where he has worked since August 2015.
ProAdvisor Bonnie Nagayama Passed Away
- Tuesday, 07 March 2017
- People & Moves
- Written by The Progressive Accountant
Bonnie McWilliams Nagayama, who was well-known in the QuickBooks community, has passed away. President of the CPA firm McWilliams & Associates, Nagayama was described on Intuit's Firm of the Future website as "one of the elite few members of the Intuit Trainer/Writer Network." She founded her firm in October 1992.
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