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Professionals on the Move – Nov. 2024

CPA Practice

Aprio Expands Real Estate Practice with Strategic Hire of Industry Leader James Lockhart Aprio, a top 25 business advisory and accounting firm, is strategically expanding its real estate practice with the addition of James Lockhart as a real estate tax partner based in the firm’s New York City office. Blue & Co.

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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. What you’ll discover: Learn strategies for enhancing efficiency at key touchpoints like engagement letters, invoice delivery, payment collection and reconciliation, and more.

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The Collaborative Accountant

CPA Practice

million – $4,999,999 $5 million – $10,000,000 Over $10 million How many clients does your firm serve? million – $4,999,999 $5 million – $10,000,000 Over $10 million How many clients does your firm serve?

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The Hidden Gem to Firm Growth and Smoother Operations

CPA Practice

million – $4,999,999 $5 million – $10,000,000 Over $10 million What is the biggest document challenge your firm faces? million – $4,999,999 $5 million – $10,000,000 Over $10 million What is the biggest document challenge your firm faces?

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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?

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The new comprehensive document management solution from IRIS

CPA Practice

million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system? million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system?

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Professionals on the Move – Sept. 2024

CPA Practice

He also worked as an audit manager for a national accounting firm, managing public and private company audits. He holds a Masters degree in Accountancy from the University of Missouri, Kansas City. He holds a Bachelor of Science in Accounting and Finance, and Masters degree in Accounting from the University of Kansas.

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