People on the move: SageWorks appoints president

Russell Bedford International names new CEO; Skoda Minotti hires five professionals; and other recent hires, promotions and personnel news from firms across the country.

NetSuite introduces SuiteSuccess, a customer engagement methodology

The goal is to take companies “from zero to cloud in 100 days.”

iCharts redesigns app from ground up for NetSuite

The new visualization and analytics app features real-time pivot tables and more.

Firms on the move: BlumShapiro voted Hartford’s Best CPA Firm

RSM announces 10 scholarship recipients; Calibre CPA Group establishes a Women’s Initiative Network; and more news from CPA offices across the country.

Tax Fraud Blotter: Cover their assets

Fake financial instruments, 26 states and $9 million, and other highlights of recent tax cases.

Wilkin & Guttenplan merge in Gail Rosen’s CPA firm

Wilkin & Guttenplan, P.C. is adding Gail Rosen, CPA PC, an accounting firm in Somerset County, N.J., effective June 1, 2017.

Shrinking your firm to make it stronger and more profitable for the future

Many firm leaders do not truly appreciate that CPA firms are in the business of public accounting and consulting to generate handsome profits and an attractive ROI for the equity partner group.

IRS employee indicted for identity theft

A grand jury in Georgia has indicted an Internal Revenue Service employee for stealing taxpayers’ identities and filing for tax refunds with their names.

NYSSCPA to hold free 'Financial Planning Day' for public

The New York State Society of CPAs’ 4/28 event is part of their educational “Get Money Smart” campaign.

Elizabeth Warren questions PCAOB about KPMG audits of Wells Fargo

Senators ask the Public Company Accounting Oversight Board about auditing rules in the wake of a high-profile scandal involving the opening of millions of customer accounts.