Technology
SoCal Accounting Firm Fineman West Merges with Katz & Associates
Fineman West & Company, a tax, accounting, audit and business advisory firm, has merged with long-standing accounting firm, Katz & Associates. Joining Fineman West includes Stanley Katz, President of Katz & Associates, Ruben Samson, Senior Auditor, ...
Professionals on the Move – January 2021
Professionals on the Move is a round-up of recent promotions and staffing changes at accounting firms across the nation.
DHG Announces Keith Giddens as the New Leader of the Charlotte Market
Giddens will follow the leadership of Gary Greer, as Gary moves on to become the Managing Partner of Assurance for the Atlantic Region. With more than 15 years of public accounting experience, Giddens has been with the firm since 2012 and most recently...
Meyer Tax Consulting Launches Revolutionary Software to Streamline the Tax Planning Process
Jackie Meyer, Certified Public Accountant and President and Founder of Meyer Tax Consulting, has ;launched TaxPlanIQ, a tax firm planning web application that helps with tax calculations, planning and organization. Powered by practice management ...
Place Technology Enhances Financial Forecasting Solution
These platform enhancements reflect the market’s transition from static annual budgeting to dynamic, real-time financial forecasting and planning. With Place Technology, SaaS and professional services companies have the flexibility and visibility to ...
BDO to Acquire Top Florida Accounting Firm MBAF
MBAF is the largest Florida-based accounting and professional services firm, and one of the largest Hispanic-owned businesses in the region. MBAF offers assurance, tax and accounting, advisory, technology consulting and private wealth management ...
Avoid These Pitfalls When Adding Financial Planning Services to Your Firm’s Offerings
There are several structures for adding financial planning services to your firm’s current services. For example, you can handle everything in-house or partner with a financial planning firm to provide services.
Why Offering Financial Services is the Perfect Complement for Accounting Firms
Clients already turn to you and trust you for tax planning, which most likely incorporates a part of financial planning such as 401Ks, IRAs, and other retirement plans and investments. Financial planning services augment the tax strategies you already ...