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CPAfirms constantly seek ways to boost efficiency, enhance client satisfaction, and drive growth. While technology and strategies play crucial roles, one often overlooked element can be the key to unlocking your firm’s full potential: document management.
New York-based CPAfirm Grassi announced on Thursday it has established an employee stock ownership plan (ESOP) for its more than 450 employees. In addition, the top 60 accounting firm said it is shifting to an alternative practice structure “ensuring the firm’s independence and strength.”
Allison Haug, CPA, joined the Firm as an Audit Senior Manager with 12 years of experience. Allison graduated from Rowan University in NewJersey with a Bachelor’s degree in Accounting. Before joining Brady Martz, he served as President of Engineered TaxServices, Inc. She works remotely.
New York-based CPAfirm Grassi announced on Thursday it has established an employee stock ownership plan (ESOP) for its more than 450 employees. In addition, the top 60 accounting firm said it is shifting to an alternative practice structure “ensuring the firm’s independence and strength.”
It exists to take the pain out of processes and let professionals working in CPA fi rms and businesses comply with regulations, drive productivity, and better engage with key stakeholders. million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system?
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., She is a licensed CPA in NewJersey and New York and is a member of the AICPA and NYSSCPA.
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., She is a licensed CPA in NewJersey and New York and is a member of the AICPA and NYSSCPA.
Kies currently is Managing Director of the Federal Policy Group, LLC, which is a private-sector firm that provides advocacy services, strategic consulting and technical advice on tax policy matters before the Congress and the Treasury Department.
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