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Professionals on the Move – Sept. 2024

CPA Practice

Earlier in his career, Burke held several progressive managerial roles in financial services, including serving as executive vice president and chief lending officer at Wayne Bank, where he managed the overall sales, service, and operations of the commercial banking division across Pennsylvania and New York.

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Microsoft 365 Plans and Options for Firms – The Accounting Technology Lab Podcast – Mar. 2024

CPA Practice

And that just isn’t well as granddaughter in New York City says, grandpa, that not be the plan. Like maybe you’re using the QuickBooks statement writer, or you’re using the, you know, cch engagement or you know, integrations into the office applications. And of course, the E three plan has been real common in CPA firms at $23.

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Friday Footnotes: Know Your Value; Retired EY Partners Complain; ‘Rest For Success’ | 2.3.23

Going Concern

BDO’s culture attracts KPMG auditing veteran from New York [ Australian Financial Review ] An inability to easily visit family in New Zealand during the COVID pandemic led to auditing veteran Fiona Narielwalla moving to Sydney after almost a decade in New York. From the press release: CBIZ, Inc.

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The Technology Lab Podcast – Tech Predictions for 2024 – Dec. 2023

CPA Practice

I think one of the major shots over the bow that happened here in late 2023, is the impending cancellation of new sales of QuickBooks Desktop. But if you take that into a QuickBooks Desktop discontinuance even with the sun setting, it means all of the Intuit QuickBooks Desktop products except enterprise would be gone by 2027.

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Friday Footnotes: Bob Moritz Disappoints Us; ERC Window Slamming Shut; 2024 Sucks For Firms? | 3.22.24

Going Concern

Rising through the ranks at the firm, his career path later took him to London, New York, and Munich serving as EY Global’s director of capital markets, as well as EY’s US chief accountant. Day has spent most of his 38-year accounting career at EY, which he initially joined in 1986 on the audit staff in St. Louis, Missouri.

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Friday Footnotes: Fired Accountant Spills the Dirty Laundry; Scandals of Yore; Gen AI For Good | 1.26.24

Going Concern

pic.twitter.com/tJCOc7GgIA — Blake Oliver (@BlakeTOliver) January 25, 2024 Practice State of the Profession [ The CPA Journal ] The ninth annual 2023 NYSSCPA-Rosenberg Survey identifies trends from the national 25th Annual Practice Management Survey and provides profitability and growth data of participating New York CPA firms.

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The Technology Lab Podcast – Should You Upgrade Your Firm? – Oct. 2023

CPA Practice

I had the good pleasure of being in multiple CPA firms in the very, very recent past. Randy Johnston 07:54 Yeah, and you know, I’m smiling because I was pleased to be with you, and you bought that satellite, you know, unit in New York City. And Brian and I would just go back and forth with each other.