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Professionals on the Move: Feb. 2024

CPA Practice

Merlo received her Bachelors in Accounting from the University of Pittsburgh. Caché Heidel , Tax Senior Manager, spent more than half of her 11-year career with a Big 4 accounting firm, helping her clients launch successful IPOs, emerge from bankruptcy and complete large transactions.

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Professionals on the Move: Feb. 2024

CPA Practice

Merlo received her Bachelors in Accounting from the University of Pittsburgh. Caché Heidel , Tax Senior Manager, spent more than half of her 11-year career with a Big 4 accounting firm, helping her clients launch successful IPOs, emerge from bankruptcy and complete large transactions.

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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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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 is a principal and has served as director of tax services since January 2024. Starting on Jan.

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