Running a Firm (813)
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Kraft CPAs Names Leader
- Monday, 19 August 2024
- People & Moves
- Written by Bob Scott
KraftCPAs has named Chris Hight a chief manager effective November 1. He succeeds Vic Alexander who will transition to an of-counsel role starting Nov. 1, 2025.
Block Hires Strategy Exec
- Tuesday, 13 August 2024
- People & Moves
- Written by Bob Scott
H&R Block has hired Scott Manuel in the newly created role of chief strategy and operations officer.
Dark Horse Names Principal
- Tuesday, 13 August 2024
- People & Moves
- Written by Bob Scott
Dark Horse CPAs has promoted Brett Tester to principal, after having entered Dark Horse Principal Accelerator Program.
Bowman Names Three Partners
- Tuesday, 30 July 2024
- People & Moves
- Written by Bob Scott
Bowman & Co. has named three staff members to the partner ship group this month. The New Jersey CPA firm promoted Kenneth M. Drewes, Michael Thilker and Josette Traversa.
Checkpoint Gets AI Research
- Monday, 22 July 2024
- Running a Firm
- Written by Bob Scott
Thomson Reuters has made Co-Counsel, a GenAI assistant, available with its Checkpoint Edge research platform.
Co-Counsel was first introduced with the company’s legal products,
Thomson’s announcement said, “This new AI-Assisted Research skill leverages large language models (LLMs) providing an intuitive interface for tax professionals to pose questions to in everyday language.”
Answers are linked to Checkpoint Edge editorial content.
Nancy Hawkins, VP of product management, research, said in the statement that “Many professionals that are required to perform tax research are not attorneys themselves, and making the research process easier and faster for them is what this product is all about.”
Read more...Sikich Creates Exec Positions
- Thursday, 11 July 2024
- People & Moves
- Written by Bob Scott
Sikich has promoted two of its employees to newly created executive positions. The firm named Cameron Petroff as chief marketing officer and Kelli Schweder has been promoted to chief of staff.
Armanino’s Mescal Retires
- Monday, 08 July 2024
- People & Moves
- Written by Bob Scott
Tom Mescal, a partner who held leadership positions at CPA firm Armanino, has retired from the from after more than 20 years.

Bill Picks Customer Exec
- Tuesday, 02 July 2024
- People & Moves
- Written by Bob Scott
Bill has created the role of chief customer officer, placing its chief marketing officer, Sarah Acton, in the job.
Dark Horse Names Sales Exec
- Tuesday, 04 June 2024
- People & Moves
- Written by Bob Scott
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.
Melancon Retiring This Year
- Tuesday, 28 May 2024
- People & Moves
- Written by Bob Scott
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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