Advisory

We’re in the middle of a fundamental shift – from client-centric accounting, where clients do their own bookkeeping and then send the records (often full of errors) to the tax preparer once a year – to an accountant-centric model, where accountants use cloud-based tools to provide accounting services as well as higher level consulting services. This shift is forcing the profession to reexamine the whole model of the practice.

The owners of Mattingly Zsebe, PA weren’t any different from most practitioners in terms of how they viewed marketing. In essence, “Marketing sucked…it didn’t work…it was a waste of time.” These were the sentiments of the partners, Bill Mattingly, CPA, and Dylan Zsebe, CPA, before they started their journey of understanding just a year ago.

A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.

The new version of ACL Direct Link for SAP ERP and SAP CRM, an SAP-certified data extraction add-on for ACL Analytics (AN) and ACL Analytics Exchange (AX) helps professionals who are struggling to gain access to transactional SAP data necessary to test controls and ensure regulatory compliance under Sarbanes-Oxley and other financial requirements.

A partner with the accounting firm Marcum LLP has been selected to co-chair the 2014 AICPA/AAML National Conference on Divorce. Sharyn Maggio, an Advisory Services Partner in the Roseland and Neptune, NJ, offices of Marcum will lead the the biennial conference of the leading organizations for CPAs and divorce law practitioners. The conference will take place in Las Vegas from April 24-25.

Five years since the bottom of the Great Recession, stock prices are at record highs, business sentiment has improved and hiring appears to be accelerating. The annual survey of CEOs by PricewaterhouseCoopers (PwC) indicates that two-thirds of the chief executives polled plan to add employees this year. Meanwhile, the Minnesota economy is growing faster than the national economy and the unemployment rate is lower.

When it comes to investing in employees, CohnReznick LLP knows a thing or two. The accounting, tax and advisory firm was recently named one of the Best Places to Work for Career Development by Crain’s Chicago Business. CohnReznick’s Chicago office was ranked third among the honorees in the career development category.

Despite continued minor improvement in the economy, most Americans are still worried and are increasingly focusing on improving their personal finances, according to a new report.