Running a Firm (818)
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Workflow Becomes More than Tax
- Wednesday, 10 October 2012
- Running a Firm
- Written by Bob Scott
For most tax and accounting firms, talking about workflow means talking about the handling of documents. And for most, that means documents related to tax preparation. But although that is still the primary use, workflow applications are becoming part of the tool arsenal wherever there are documents or processes to manage.
Read more...Wolf Gets Herbein Partner Slot
- Tuesday, 09 October 2012
- People & Moves
- Written by The Progressive Accountant
Steven M. Wolf has been promoted to partner at Herbein & Co., a Pennsylvania CPA firm. Wolf is chair of the firm's client service cornerstone committee. He also oversees the firm's client satisfaction survey, client seminar series and team training initiative.
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SEC Reinstates N.Y. CPA Bergsman
- Friday, 05 October 2012
- People & Moves
- Written by The Progressive Accountant
The Securities and Exchange Commission has reinstated Gilbert Bergsman, a New York CPA. Bergsman was barred from appearing before the agency on Dec. 15, 2005 when it settled administrative proceedings against him without his admitting or denying the SEC findings. He is partner emeritus of Raich Ende Malter & Co., which he joined in 2005.
Social Media Results through Strategy, Training and Policy
- Thursday, 04 October 2012
- Running a Firm
- Written by Tamera Loerzel
Are you on LinkedIn, Facebook, or Twitter, but you're not sure what to do to ensure your time invested pays off? Do you wonder how your team members are using them - especially related to your firm - knowing that most of them are probably on LinkedIn, Facebook and Twitter, too? It's time to create your firm's social media strategy, training plan and policy! Having all three elements in place will drive adoption and usage of social media by your team members, ensure consistency of your firm's brand and positioning and produce measurable results.
Read more...Freeland Named NSA Accountant of the Year
- Tuesday, 02 October 2012
- People & Moves
- Written by The Progressive Accountant
Christine Freeland, CPA, ABA, ARA, has received the 2012 Accountant of the Year Award from the National Society of Accountants. The award is given to an individual member in recognition of outstanding achievement and service to NSA, the accounting and tax profession, the state society and the community.
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SC&H Group Puts Workman In Charge of Office
- Monday, 24 September 2012
- People & Moves
- Written by The Progressive Accountant
Todd Workman has been named managing partner of the Washington D.C./Northern Virginia office of the SC&H Group, A partner with the firm since 2000, Workman continues as managing partner of SC&H's State and Local Tax practice, a position he has held since mid-2010.
Read more...CB&H Picks Poad for Indirect Taxes
- Friday, 21 September 2012
- People & Moves
- Written by The Progressive Accountant
Cherry, Bekaert & Holland has hired William Poad as director of indirect taxes within the firm's State and Local Tax Group. Poad is a specialist in multistate indirect taxation, helping clients with planning, compliance, structuring and protest proceedings, as well as being familiar with value-added tax property valuation and excise tax issues.
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Stopping Identity Theft in Tax Filings
- Thursday, 20 September 2012
- Running a Firm
- Written by Randy Warner
With more than 127 million personal information records exposed in 2011, identity theft has led to a swell of fraudulent tax filings and tens of thousands of honest taxpayers are now subjected to delays in their legitimate refund claims, according to the Internal Revenue Service. The increasing number of data breaches means that CPAs must handle client data even more carefully.
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Be the McDonald's of Professional Service
- Tuesday, 18 September 2012
- Running a Firm
- Written by Joanie Mann
You run a professional services firm, perhaps an accounting firm. You have a wide variety of clients with a wide variety of needs, but the services you offer are relatively standardized. You provide tax return preparation, bookkeeping and financial statements.
CompuPay CEO Stepping Down
- Monday, 17 September 2012
- People & Moves
- Written by The Progressive Accountant
Charles Lathrop, president and CEO of CompuPay, is leaving his jobs later this year. Lathrop held those positions with payroll provider before it and BenefitMall merged in May. Latrhop will remain as an advisor and investor.
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