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Professionals on the Move: Feb. 2024

CPA Practice

Professionals on the Move is a round-up of recent promotions and staffing announcements from around the accounting and tax profession. Schneider Downs Boosts Tax Team Schneider Downs & Co., Merlo received her Bachelors in Accounting from the University of Pittsburgh. from Robert Morris University.

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The Collaborative Accountant

CPA Practice

For too long, accountants and their clients have been operating out of alignment. Collaborative Accounting is the path, and this eBook will start you on your journey. Do you want more time for the deeper advisory work that matters to you and to your clients but aren’t sure how to get there?

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Eliminate Manual Work and Accelerate Accounts Receivable

CPA Practice

See how top accounting firms have reduced Days Sales Outstanding (DSO) and saved time by modernizing their payment workflow. Discover time-tested tips for accelerating your Accounts Receivable (A/R) cycle and getting paid faster. Learn exactly where and how to automate your client touchpoints to improve relationships quickly.

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Professionals on the Move: Feb. 2024

CPA Practice

Professionals on the Move is a round-up of recent promotions and staffing announcements from around the accounting and tax profession. Schneider Downs Boosts Tax Team Schneider Downs & Co., Merlo received her Bachelors in Accounting from the University of Pittsburgh. from Robert Morris University.

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Baker Newman Noyes Will Be Led By a Board of Directors Starting in 2025

CPA Practice

Top 100 accounting firm Baker Newman Noyes (BNN) will adopt a new leadership structure in 2025 following the retirement of Managing Principal Dayton Benway at the end of this year. He will continue to lead the finance function in addition to his responsibilities as president. Starting on Jan.

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The Hidden Gem to Firm Growth and Smoother Operations

CPA Practice

Because it can be difficult to know if or when you need a new document management solution, IRIS wants to provide you with a checklist of ten red flags you can look for in your firm. Sign in or subscribe to get access to this free resource, and all of our whitepapers.

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How to Become a Financial Hero to Your SMB Clients

CPA Practice

million – $4,999,999 $5 million – $10,000,000 Over $10 million Which practice management system do you use? million – $4,999,999 $5 million – $10,000,000 Over $10 million Which practice management system do you use? million – $4,999,999 $5 million – $10,000,000 Over $10 million Which practice management system do you use?