CALIFORNIA

Armanino LLP held its community outreach program by closing its offices and sending employees into their communities to volunteer for the Great Give, on Thursday, May 21, 2015. The company-wide program, now in its seventh year, works with nonprofits to set up a variety of projects serving numerous communities to work on.

FLORIDA

BrightLine CPAs and Associates, Inc., has been selected as a 2015 “Cool Vendor” by Gartner, Inc., the information technology research and advisory company in the report titled “Cool Vendors in Audit and Compliance Innovate Controls Validation Techniques, 2015.” … The Fuoco Group has formed a strategic partnership with Hewins Financial Advisors LLC, a national, CPA-based financial advisory firm, to launch TFG Financial Advisory, a new wealth management offering. Backed by the collaboration with Hewins, which manages approximately $3.9 billion in total assets under management, TFG will broaden its service platform and boost growth within its practice across the East Coast, including its headquarters of South Florida, where Hewins also has a base of operations.

ILLINOIS

CCH IntelliConnect Browser Search, from Wolters Kluwer Tax & Accounting US, continues to earn prestigious industry recognition for transforming the way professionals do tax research by integrating its expert and citable content into Google and other search engines to streamline workflow for tax and accounting professionals. The first-of-its-kind research tool has been named a finalist for the 2015 American Business Awards (Stevie Awards) in the category: New Product/Service of the Year — Solution for Integrating Content into the Workflow. This comes at the heels of other recent industry nods. Just last month, CCH IntelliConnect Browser Search was named a finalist in the 2015 SIIA CODiE Awards for Best Solution for Integrating Content into the Workflow, and earlier this year Accounting Today magazine named CCH IntelliConnect Browser Search to its top new products list for 2015. … The Illinois CPA Society, in partnership with GE Capital, Chicagoland Chamber of Commerce, Illinois Chamber of Commerce, Illinois Technology Association, Illinois Retail Merchants Association and Illinois Food Retailers Association, conducted the Illinois Middle Market Study. The study surveyed 110 executives from the Illinois middle market to examine topics related to business capabilities and performance, growth drivers and economic outlook among other topics. The study was fielded February 17 to March 30, 2015.

INDIANAPOLIS

Leaders from RootWorks’ CEO, Darren Root, CPA, CITP, CGMA, has launched a new website, www.darrenroot.com. Widely known in the accounting profession as a speaker, author, and entrepreneur, darrenroot.com features Root’s personal blog written with his signature thought-provoking style. Insights on building a progressive, successful business are also featured and are based on his new Entrepreneurial Thinking Model, which provides an effective framework for business owners who want to transform their organizations to accelerate success and enhance work-life balance.

MASSACHUSETTS

Moody, Famiglietti & Andronico LLP, a CPA and consulting firm, is expanding its operations with the establishment of a wholly owned Canadian subsidiary, MFA Canada. The Firm is opening an office in the Greater Montreal area and has appointed Gregg Hamilton-Piercy as its Managing Director. Gregg will continue to oversee the Firm's U.S. valuation operations as he builds a Canadian team to provide local services and support to the Canadian market. … AccuFund Inc., provider of nonprofit accounting and fundraising solutions, partners with Richmond Jewish Foundation in new Case Study; showcasing streamlined accounting and fundraising functions improve all aspects of the foundation. Richmond Jewish Foundation is a primary, trusted and expert resource for planned giving and endowments, providing services to the community and its donors, making grants and undertaking community leadership and partnership activities to address a wide variety of needs in its service area. With AccuFund, RJF was able to customize their accounting statements – for each one of their funds– and show their part of the income from the whole investment. Through various tools within AccuFund Accounting Suite, combined investment revenues are allocated to various funds so RJF always knows how much each of the 250 funds has at any given time – and that it is properly accounted for; how much is invested in long term, short term, and liquidity. Using the Allocations Management module, the system calculates and posts administrative fees automatically, totally eliminating the need for spreadsheets. Read the Richmond Jewish Foundation Case Study at www.accufund.com/pdf15/CS-RJF15.pdf

MICHIGAN

Doeren Mayhew Capital Advisors recently assisted Renaissance Manufacturing Group, LLC in acquiring the foundry operations of Navistar Inc.’s PurePOWER Technologies in Waukesha, Wis. Read more about the transaction in the attached news release.

NEW HAMPSHIRE

Baker Newman Noyes’ health care industry practice group, co-led by audit principals Jeremy Veilleux, CPA, and William Dunnett, CPA, has launched The Healthcare Record, a newsletter geared toward presidents, c-suite and management personnel of hospitals and healthcare industry organizations and businesses.

NEW JERSEY

The New Jersey Society of Certified Public Accountants announced it has been recognized by the American Society of Association Executives with a 2015 Gold Circle Award in the E-Newsletter category. The Gold Circle Awards competition is the premier association marketing, membership and communications award that recognizes excellence, innovation and achievement in association/nonprofit marketing, membership and communications programs. This year’s competition received more than 190 entries across 16 categories, including magazines, membership recruitment piece, innovative communications and video. … Hunter Group CPA LLC Supervisor Sophia Thomas put together a team of colleagues, family and friends to help her with a cause that is near to her heart. The team of accountants fundraised and participated in the March for Babies walk which was held in April at Darlington Park in Mahwah. … The New Jersey Society of Certified Public Accountants has signed an agreement with The YGS Group to produce, distribute and provide ad sales representation for the Society’s award-winning publication, New Jersey CPA magazine, as well as spearhead media sales for the organization’s award-winning e-newsletter, NJCPA Pulse, several other digital products, and events. … High school students in Mercer County, New Jersey will participate in a new competition on June 3rd at 6:00 p.m. in the Bart Luedeke Auditorium at Rider University. The Mercadien Foundation has partnered with supporters - New Jersey Manufacturers Insurance Company, Rider University, the TD Charitable Foundation, First Choice Bank, and Fulton Bank - to bring Mercer County schools an exciting addition to their personal finance course offerings. The program, Money$peak, encourages small teams of students to get more engaged with their personal finance course and challenges students to create innovative presentations to compete against other high school teams for prizes and county-wide recognition.

NEW YORK

The National Association of State Boards of Accountancy and the American Institute of CPAs issued proposed revisions to the Statement on Standards for Continuing Professional Education Programs (Standards) for public comment. Published jointly by NASBA and the AICPA, the Standards provide a framework for the development, presentation, measurement and reporting of CPE programs. … CohnReznick LLP has created a collaborative market solution with Frier & Levitt, a national boutique healthcare law firm providing regulatory, transactional, and litigation advice, and CSI Specialty Group, a globally recognized industry thought leader that provides innovative specialty pharmacy consulting, workforce planning, and talent acquisition solutions. The alliance will provide a comprehensive array of services tailored to the specialty pharmacy industry.. … WeiserMazars has launched a new community initiative, The First WeiserMazars Days of Service. These firm wide volunteer days will take place on May 20, 27 and June 3 at various charitable organizations near five firm offices in New York City, Long Island, New Jersey, Pennsylvania and Chicago. All employees are encouraged to commit a full day of service during regular working hours on the day of their choice. The firm is encouraging 100% participation from all employees to stress its cultural mission which extends beyond the billable hour to giving back in the communities where they work and live. The Days of Service were coordinated by an existing group, "We are WeiserMazars," an initiative that seeks to create a positive work environment by promoting personal and professional growth through its three tenants of association, respect and excellence. This initiative allows WeiserMazars' staff to give back to the community by supporting numerous charities as well as improving their understanding of these organizations. … Flynn Family Office is hosting the “Workshop for Accounting Professionals” on June 16 at the Offices of Focus Financial Partners in New York City. Registration here.

RHODE ISLAND

The AICPA awarded CPA firm DiSanto, Priest & Co., of Warwick, R.I., the 2014 Public Service Award for Firms for its commitment to the community. The annual award honors one firm that has demonstrated outstanding public service.

VIRGINIA

Cherry Bekaert LLP in association with The National Center for the Middle Market has released the results of the Q1 2015 Middle Market Indicator Survey. Conducted by the NCMM, the survey represents the 13th consecutive query into the state and health of the nation’s middle market. 

E-mail your firm news to Tamika.Cody@sourcemedia.com with 'Firm News' in the subject line.

 

Register or login for access to this item and much more

All Accounting Today content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access