March 13, 2015
Zoho is a great solution for organizations that are serious about establishing a comprehensive process for tracking and managing all contact / client communications. The scope of features available with Zoho exceeds the needs of most organizations. Ideall
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Tags: Firm Management
Mergers and Acquisitions August 1, 2025
Solid exits for emerging companies are increasingly scarce as investors and strategics flee to quality in an uncertain economic landscape.
Advisory August 1, 2025
Alexion acts as connective tissue across firm systems: normalizing unstructured data, reconciling fragmented context, and building AI-powered memory infrastructure.
Firm Management August 1, 2025
This values-aligned partnership will accelerate Wipfli’s growth, expand its investments in talent and technology, and fuel innovation to deepen its impact where it matters most: clients and people.
Firm Management July 31, 2025
Traditional SEO alone is no longer sufficient; success now means being cited, sourced and recommended by both human audiences and generative AI.
John is leading the design and launch of CPA Crossings new “Cloud Accounting Learning Center.” This is a comprehensive knowledgebase of training, news, information and community all revolving around the mission of helping practitioners to embrace the new 21st cloud based accounting services paradigm. Visit www.cpacrossings.com for more information.