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Running a Firm

Running a Firm (743)

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AICPA Offers Planning Tool Kit 

 The PCPS Strategy Planning Toolkit has been introduced by the American Institute of CPAs. Free for a limited time, it is designed to assist accounting firms in business model transformation.

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Sikich Names CPA Leaders

Accounting firm Sikich has named Richard Lynch and Antony Nettleton as managing partners of its CPA business. It also named market leaders to succeed the two.

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FreshBooks Launches Accountant Portal

 FreshBooks has introduced the AccountantHub, a free portal for accountants for use in managing client information and accounts.

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Wilson: Admins to Solve Staffing Woes

 Using administrative staff and enriching their jobs can be a valuable tool for alleviating staffing shortages, according to Jennifer Lee Wilson, partner and co-founder of Convergence Coaching.

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Grant Hires PE Biz Leaders

 Grant Thornton says it is expanded its private capabilities with the hiring of two individuals to lead its Value Creation Planning services offering. The accounting firm has hired William McManus and Alex Arata to serve its private equity clients.

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Paycor Intros Job Description Tool

 Paycor HCM has released its Job Descriptions tool, which is designed speed talent acquisition by sourcing high-quality and diverse candidates the descriptions.

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AuditDashboard Debuts Insights

 Insights by AuditDashboard has been introduced as part of the company’s 2023 Spring Release. The new feature enables users to visualize all active engagements on a timeline.

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Liberty Tax Parent Fired CEO


 NextPoint Financial, parent of Liberty Tax Advisors, has confirmed its fired CEO Michael Brent Turner, for cause on March 31.

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Sikich Names New Leaders

 Nettleton AntonySikich says Richard Lynch and Antony Nettleton will become its next leaders of its CPA business. They replace Tom Krehbiel, who is retiring in January

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OnPoint EBP Enhanced

Audit 1OnPoint EBP, which is used to audit employee benefit plans, has been enhanced. The product is built on technology from CaseWare International and marketed by the AICPA and CPA.com.

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