Practice Development News


CISAs CAN BECOME CITPs CPAs who also hold the CISA credential can receive the Certified Information Technology Professional credential under and agreement between the American Institute of CPAS and the Institute of Accounting.

The AICPA agreed that member of the other professional organization who are CPAs can qualify for the CITP based on their experience. There are about 750 CITPs and the AICPA has a mandate to grow that total.


Partner Insights

The partners of Forepoint, the Accpac U.S. Solution Provider of the Year for 2003-2004, have decided to follow different paths.

Forepoint will be operated by Kevin Cumley and Shirley Crocker from offices in Seattle and Madison, Wis. Former Forepoint partner Jan Goodman has joined with Mark Binkley to form a new reselling company, Xcelerate, operating in Illinois and Indiana. Cumley and Goodman said there were differences over strategic direction, but that they will continue to work together. Forepoint had $2.7 million in revenue for 2004.


Templeton & Co., a West Palm Beach, Fla.-based CPA firm, has launched Templeton Consulting to focus on its technology consulting an implementation services.

A Microsoft reseller, the firm also markets CRM for Professionals, based on Microsoft CRM Dynamics.


JMT Consulting Group, a Brewster N.Y.-based company that specializes in nonprofit accounting, has acquired S. Hellman Co., a New York company that carries FundWare, AccuFund, and Serenic Navigator.

JMT also carries Sage MIP and Serenic. The addition of Stanley Hellman and his firm brings the JMT staff to 25, with Hellman serving as director of enterprise solutions. JMT had $1.3 million in revenue for 2004 and about $1.5 million for 2005.


The SBS Group, an Edison, N.J.-based Microsoft software reseller, has acquired Philadelphia-based Insyte Business Partners.

Jim Bowman is CEO of SBS, which operates Signature Business Systems and nConcert Solutions, which had about $4.5 million in annual revenue. The combined organization sells Microsoft's Dynamics GP and SL and Sage MAS 500.


Socius, a Columbus, Ohio-based Microsoft and Sage software reseller has acquired BC Technology, a consulting division of CPA firm Bruner-Cox.

BC Technology specializes in business and CRM management, e-business, office applications, and hardware infrastructure services. Socius had a staff of 50 and 2005 revenue of about $9.5 million. The deal was expected to give Socius 250 new clients.


MicroAccounting Systems, a Dallas-based Sage reseller, has established a presence in the Chicago are by allying with Paul Ziliak, who purchased the Sage practice of Allied Technology Group.

The new office is known as MicroAccounting Solutions Chicago, under what Ziliak said was an arrangement resembling a franchise. MicroAccounting had revenue of $5.3 million for 2004.


Business Management Software of Marietta, Ga., has appointed Christopher Curran to the newly created position of vice president of business development.

Curran will be responsible for developing and implementing the company's marketing plan, along with finding business partnerships. A Microsoft Dynamics NAV reseller operating in the Southeast, BMS was founded by presdient Ed Jelen II.


Altara, a Microsoft accounting software reseller, has added eight new staffers to its consulting and sales force, including three project managers and two members of the sales force.

The company, based in Bernardsville, N.J., expanded the sales force with the addition of Kate Spillane of Bridgeport, Conn., as director of national accounts. Spillane, a CPA, most recently worked for Oracle/J.D. Edwards.


The Information Technology Group has promoted Matt Van Winkle, director of programming for the Encino, Calif.-based Sage reseller, to the newly created position of director of consulting services.

Van Winkle, who will continue to oversee programming, is responsible for assisting the consulting staff with project management, client communication, and standardizing best consulting practices.

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