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Running a Firm

Running a Firm (744)

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Liberty Marketing Head Follows Hewitt

 Martha O'Gorman, Loyalty BrandsMartha O’Gorman, marketing director for Liberty Tax since its formation, has joined Loyalty Brands in the same position. Loyalty is a company started by Liberty’s founder and former CEO John Hewitt.

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RSM Names Blockchain Leader

Jay Schulman, RSM USRSM has named its first leader forblockchain and cryptocurrency services. The accounting and consulting firm recently selected Jay Schulman, a principal based in Chicago, Ill., as national leader.

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Sage CEO Kelly Quits Job

 Steve Kelly,  Sage The Steve Kelly era at Sage has ended. The CEO this week resigned as director and CEO of the Sage Group, but will not leave the company until May 31, the company said. CFO Stephen Hare, who has become interim COO, will run the company until a replacement can be replaced.

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Bill.com Names Customer SVP

Miguel Lopez, Bil.comBill.com has hired Miguel Lopez as SVP of customer success. In this position Lopez will oversee human support and customer service technology.

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Intuit’s Smith Handing CEO Job to Goodarzi

Sasan Goodarzi, IntuitBrad Smith who has held the job of CEO of Intuit since January 2008, will retire at the end of the year. He will be replaced on January 1 by Sasan Goodarzi, EVP and GM of Intuit’s Small Business and Self-Employed Group.

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Top Reasons Accounting Firms Are Fired

You walk into a store A, looking for something to repair your kitchen sink. The sales associates are busy talking to each other, and you can’t get their attention. You spend 35 minutes exploring aisles. When you finally find it, you’re not sure it’s what you need and it costs more than you expected. But it will have to do.

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CEO of Paya (Sage Payments) Passes Away

Joe Kaplan, PayaJoe Kaplan, CEO of Paya (formerly Sage Payments) died while on vacation with his family in Bermuda on Friday, July 27, the company has announced. Kaplan was hired as CEO in October of Paya, which acquired by GTCR as it spun out from Sage.

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VP Loftus Leaving Wolters Kluwer

Paul Loftus, Wolters KluwerPaul Loftus, VP of sales and revenue retention, is leaving Wolters Kluwer this week. Loftus joined the company in 2013 after 12 years with Automatic Data Processing.

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Envisioning the Future of Accounting

Accountants by nature are budget-minded individuals but they are not always the most forward-looking. Attendees at the New Jersey Society of Certified Public Accountants 2018 Annual Convention & Expo stepped out of their comfort zone to reflect on what the future of accounting holds for themselves and the industry—automation, artificial intelligence and all. 

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RSM Names National Tax Leader

E.J. Nedder, RSM US  RSM US has named E.J. Nedder as national tax leader effective September 1. He will serve as a member of RSM’s leadership team, reporting to CEO Joe Adams. He succeeds Jeff Johannesen, who recently became the firm’s chief strategy and innovation officer. 

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