Firm Management

IT consulting firm SWK Technologies, Inc. acquired the Sage accounts of southern California-based IncorTech.

Blackbaud, Inc., a provider of software for nonprofit organizations, has entered into an agreement to acquire Convio, a developer of engagement solutions that help nonprofit organizations more effectively raise funds, advocate for change and develop relationships. Blackbaud and Convio are both publicly traded on the NASDAQ, as BLKB and CNVO, respectively.

Acquisition shows an emerging global perspective on professional tax compliance, and makes Thomson Reuters one of the top three pro-tax providers in Canada, behind CCH, a Wolters Kluwer business, and Intuit.

800-968-8900 cs.thomsonreuters.com/engagement    5.0 overall BEST FIT Small to medium sized accounting firms with a focus on audit engagements, especially those currently relying on PPC Practice Aids for guidance. STRENGTHS Strong integration with PPC Practice Aids and other Thomson Reuters products Ability to manage engagement without network connectivity Available as a fully hosted solution POTENTIAL […]

Combined, the firms will rank in top 15 firms in U.S with more than 41 offices, 2,300 staff, 70,000 clients and annual revenues over $314 million.

6 Effective Tools for Tax Document Automation

Tax and accounting professionals who start their own firms from scratch face benefits and significant challenges. On the pro side, they have the opportunity to build the firm as they wish, from internal practices to staffing and management styles. Of course, there can be significant startup costs, and the firm starts with a client roster of zero, presenting the very pressing hurdle of income generation.

While we all cherish the most trusted advisor status that accountants have earned, this status must be continually re-earned with clients. Ask yourself whether your clients want you to serve them or lead them to better success. I believe your clients desperately want you to lead them — and if you don’t, they may turn […]