Loyal customers are five times more likely to make repeat purchases and four times more likely to refer a friend to your firm. That statistic, provided by Forbes, gets to the heart of why you need to spend more time creating and delivering on a unique experience for clients. There
Andrew Gragnani, the new president of Mayer Hoffman McCann, has plans to increase the firm’s national presence, including acquiring other accounting firms. MHM, a Top 10 Firm in Cleveland that operates in an alternative practice structure with the publicly traded financial services company CBIZ, announced Gragnani’s appointment earlier this month,
In order for tax season to be successful, everyone must follow the system. Last week I received two calls about managers that are not following their firm’s system, and are working as Lone Rangers, and I am sharing my comments here. In one case the manager either isn’t listening or
CPA Exam prep course and continuing professional education provider Becker Professional Education has announced its new Leading Change for a Diverse and Inclusive Workplace Certificate. Designed for accounting and finance leaders, the five-course, eight-credit continuing professional education (CPE) course aims to teach managers how to implement more diversity, equity, belonging
Republican members of the Senate Finance Committee have written to Treasury Secretary Janet Yellen asking her to keep both parties in Congress involved in negotiations on a global minimum tax, arguing that such a tax would apply more broadly than originally thought. The letter, sent Wednesday, comes after a prior
The International Ethics Standards Board for Accountants proposed a set of revisions Friday to the International Code of Ethics for Professional Accountants (including International Independence Standards) to address the impact of technology innovation on the profession. The exposure draft with proposed technology-related revisions to the ethics code aims to guide
Ernst & Young elected Julie Boland as EY US chair and managing partner and Americas area managing partner starting July 1, succeeding Kelly Grier, who will be retiring at the end of her term rather than seeking another term. Boland has been US-Central Region vice chair since 2018 and will
Hutchinson and Bloodgood LLP has combined with Damitz, Brooks, Nightingale, Turner and Morrisset in Santa Barbara, California, effective Jan. 1, 2022. H&B was founded in 1922 and provides accounting, tax compliance, audits, reviews and compilations, along with advisory services including strategic planning, succession planning, estate planning, financial forecasts and projections,
Wipfli, a Top 20 firm based in Milwaukee, has added two data analytics and application development companies, Solve100 and Waypoint Consulting, while expanding its footprint to Arkansas. Solve100, based in Chicago, offers business intelligence, data analytics, machine learning and predictive analytics technology to the health care, manufacturing, financial services, food
Details: PKF O’Connor Davies, a Top 50 Firm based in New York, has acquired Simon, Tapper, Edelman & Wilner, a firm in Hackensack, Jersey, expanding PKFOD’s presence in the Garden State. STE&W offers tax, consulting and accounting services including retirement, estate and business succession planning, tax preparation, IRS representation, financial
