California BanCorp Launches Treasury Management Consultancy

PYMNTS

California BanCorp , the holding company for California Bank of Commerce (CBC), has announced the launch of a Treasury Management Consultancy to enable firms to manage their liquidity, utilize excess cash for better investments and reduce financial risks. “We We have heard from our commercial banking clients that enhanced cash management is a primary need,” Steve Shelton, California Bank of Commerce president and chief executive officer said in a press release. “We

Mastermind groups: Roles and responsibilities

Accounting Today

Practice management Consulting Collaboration

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Inside CAS 2.0

Accounting Today

Practice management Consulting CAS

Consulting industry M&A could get boost from EY’s possible split

Accounting Today

Practice management Consulting M&A EY

The two types of 'trusted'

Accounting Today

Practice management Consulting Client relations

From rearview to future view: FP&A services

Accounting Today

Accounting firm services Practice management Consulting CAS

Grant Thornton sells public sector advisory practice to PE firm

Accounting Today

Practice management Consulting M&A Private equity Integrations

6 tips for launching advisory services

Accounting Today

Accounting firm services Client strategies Practice management Consulting CAS

Exit planning for clients, with empathy

Accounting Today

Practice management Consulting Retirement planning Succession planning Small business

Advisory services you can start offering today

Accounting Today

Accounting firm services Practice management Consulting

How Professional Service Automation Can Increase Profitability

AccountingDepartment

Service-oriented businesses, project managers, consultants, and many more are using this process. The industries that can benefit from this include engineering, marketing services, management consulting services, advertising, and architecture.

Synthetic Identity Theft is Growing Fast

RogerRossmeisl

Management consulting company McKinsey reports that synthetic identity theft is growing fast. In fact, it’s the fastest growing financial crime in the United States.

Withum Named 10 Most Promising Enterprise Resource Planning Consulting/Services Companies by CIOReview

Withum

Withum’s Enterprise Resource Planning (ERP) and Management Consulting Services Teams were featured by CIOReview as the cover story and named one of the 10 Most Promising Enterprise Resource Planning Consulting/Services Companies in the publication’s Special ERP Issue in June 2022.

Top News from SuiteWorld 2022

Withum

Our Management Consulting Team members were hands-on at workshops relevant to various industries, from manufacturing to e-commerce. At SuiteWorld 2022, Withum’s Management Consulting Team member Melissa Holton sat down with Mon Cheri Bridals’ Jami Mensch and Angelica Silverio.

Sharing Information

RitaKeller

One of the ways I progressed in my career in public accounting was to network with others working in the public accounting profession (firm administrators, managing partners, marketing directors, HR directors, IT directors, etc.). Most of this experience came from networking in the Association of Accounting Administration, now called The CPA Firm Management Association (CPAFMA), and attending management conferences sponsored by state societies and the AICPA.

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Deal Alert: Menzies Assist on MBO of BTTC Infrastructure LTD

Menzies

Our Corporate Finance Team recently advised the senior management team of BTTC Infrastructure Ltd (“BTTC”) on a management buy out for an undisclosed sum. The team at Menzies wish the new management team every success as they take the company into its next chapter.”.

KROST Recognized by Los Angeles Business Journal as Top Accounting Firms 2022

KROST

ABOUT KROST CPAS & CONSULTANTS. KROST is a full-service Certified Public Accounting and Consulting firm headquartered in Pasadena, California.

Miller and Bracale to Present on Lean Six Sigma and 2017 Tax Strategies

Katz,Sapper&Miller

Ryan Miller, senior tax partner at Katz, Sapper & Miller, along with Bob Bracale, management consultant with KSM Consulting, will present at the KSM and Institute of Management Accountants – Indianapolis Chapter’s “2017 Tax Strategies and Lean Six Sigma in High-Performance Organizations

KROST Named 2022 Top 100 Firm by Accounting Today

KROST

Their new services include, KROST Business Intelligence Solutions (Data Analytics), Environmental, Social, and Governance (ESG) Reporting, and Consulting, and Client Accounting Services (CAS). “It’s ABOUT KROST CPAS & CONSULTANTS.

cpas 52

Keep Your Hook In The Water

RitaKeller

When finding talent to hire for your firm, a good friend of mine and long-time CPA management consultant, Steve Ericksen, noted that he always told his CPA firm clients to “keep their hook in the water.” “Great vision without great people is irrelevant.” ” – Jim Collins.

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Exit Opportunities: Quit Auditing and Start Influencing

Going Concern

Insider has the details : Shah said that before giving up her corporate job, managing a side hustle felt like having a double life. She became aware that past managers were viewing her posts and that made her cautious. £3,000 ($3,600) a month.

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Guidehouse is Buying Grant Thornton’s Public Sector Advisory Practice (UPDATE)

Going Concern

These professionals possess extensive experience providing federal, state and local governments with solutions in areas that include finance, human-capital management, information technology, data analytics and performance management. “We

4 Accounting Tips to Run a Profitable Professional Services Company

Basis 365

It doesn't matter if you run a marketing agency or a management consulting firm when it comes to managing a profitable consultancy business. It is only half of the job to provide your consulting services.

Cost Overruns in Construction Projects And How to Manage Them

Steve Feinberg

While all this may be true, cost overruns in construction projects are just as likely to be the result of poor project management, unrealistic construction cost breakdown, and inaccurate bookkeeping. Some of these include: Poor Management.

Retailo Raises $2.3M In Seed Round To Boost Financial Inclusion

PYMNTS

The round was led by Abu Dhabi-based Shorooq Partners , while 500 Durian (the 500 Startups fund for Southeast Asia) and 92 Ventures chipped in as well, along with angels from the region’s top startups and leading management consulting firms, according to the release.

Cost Overruns in Construction Projects And How to Manage Them

Steve Feinberg

While all this may be true, cost overruns in construction projects are just as likely to be the result of poor project management, unrealistic construction cost breakdown, and inaccurate bookkeeping. Some of these include: Poor Management.

Deal Alert: Menzies and PDT unite to execute cross-border merger

Menzies

Advisory teams from both Menzies LLP and PDT Solicitors have assisted in paving the way for a strategic, cross-border merger between the UK based management consultancy, Retail Business Research (RBR), and Boston-based, Aite-Novarica Group (ANG).

When growing your practice is NOT the solution you need

Mark Lee

Many management consultants would argue that if your practice fails to grow it will stagnate. Is that true actually? I think it depends on what one means by ‘grow’. Grow the client base? Turnover? Profits? Range of services? Efficiency? I prefer the word ‘evolve’ as I’ll explain below.

PwC Poaches Someone From KPMG and Issues a Press Release, Parts X and XI

Going Concern

He started at KPMG Ireland in October 2006 as a manager and worked there for two years before transferring to KPMG in Australia, where he spent four and a half years as an associate director in the firm’s corporate finance team in Sydney.

LevaData Supply Management Platform Nets Bain Endorsement

PYMNTS

13) announced it has begun using San Jose-based firm’s supply chain management platform in its work with consulting clients. LevaData’s cognitive platform is delivering the future of supply management to sourcing and NPI teams,” said David Schannon, partner at Bain & Company.

INSIDE Public Accounting Ranks KROST Among Top 100 Firms in the US in 2021

KROST

Pasadena, CA – INSIDE Public Accounting (IPA) named KROST CPAs & Consultants Top 100 Firm, Top 100 Fastest-Growing Organic Growth Firm, Top 100 Fastest-Growing All Growth, and best of the best in 2021. said Greg Kniss , Managing Principal. ABOUT KROST CPAS & CONSULTANTS.

The Four Pillars of an Effective Project Risk Management Plan

Withum

An effective Risk Management Plan ideally considers multiple controls and intertwining processes that produce a system that doesn’t stop learning. Ideally, risk management is an iterative process that follows a framework that establishes best practices at all seniority levels.

Is Your Work Your Passion?

RitaKeller

I have always thoroughly enjoyed my job, working inside a growing CPA firm and working as a CPA management consultant. CPA firm management has been my passion for many years. “Connecting to your passion is being you, but better.” ” – Garrison Wynn. I have known several people over those years who did not enjoy their job. Yet, they remained working at the same place and in the same role for years and years because… Because of what? Money?

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GlobalEcon Grows Chinese Presence With Shanghai Office

PYMNTS

Global Economics Group (GlobalEcon) has branched out in China with the opening of an office in Shanghai, its second location in the country, the economic management consulting firm announced on Tuesday (Jan.

Gojek, Grab Renew Merger Talks With SoftBank’s Support

PYMNTS

Roshan Raj, a partner for Redseer, a management consulting company in India, said both companies were riding high pre-pandemic as they raised commissions that they charge drivers and reduced customer discounts.

Pizza Parties In Lieu of Compensation: A Comprehensive History

Going Concern

From DC management consulting group The Clearing : Offering free lunch is an example of what Harvard Business Review (HBR) calls an adrenaline shot: a short-term, employee engagement effort designed to temporarily boost employee satisfaction. Have you attended a pizza party lately?

Friday Footnotes: KPMG’s Idea of a Fun Summer; IRS Eats Their Homework; Downsized GT Downsizes | 5.13.22

Going Concern

US sanctions ban provision of accounting, consulting services to Russia [ Journal of Accountancy ] Expanded U.S. government sanctions against Russia in response to the war in Ukraine include a ban on accounting and management consulting services by U.S.

How PerfectTed is harnessing natural energy to improve caffeine habits

Xero

After graduating from the University of Pennsylvania , Teddie moved into the world of management consulting while Levi turned to real estate. This will help you manage and understand your business. We all need a little pick-me-up in the morning.

Loving Tax Season

RitaKeller

Before my consulting years, I received the best basic training possible for a CPA management consultant. “Urgency makes the difference between practitioners, proclaimers, and procrastinators.” ” – Richie Norton. I worked in a firm for 30 years. I walked in your shoes. I guess you could say I’ve seen it all – the good, the bad, and the ugly! I always looked forward to tax season. I did not dread it. I loved it!

Holiday Shopping Could Take Hit As Presidential Election Results Drag Out

PYMNTS

Greg Portell, lead partner in the global consumer practice of Kearney, a strategy and management consulting firm, told CNBC that the extended wait for final election results “will absolutely pause consumer spending.”.

The Importance of a Month-End Close Process

Withum

Having up-to-date account balances summarized on the financial statements can indicate to management if there is adequate cash to cover future needs. Reviewing monthly financial reports can assist company management in making important decisions about the future of the business.

Semiconductor (Microchips) Manufacturing Reshored to USA 

Withum

For more information on this topic, please contact a member of Withum’s Business and Management Consulting Services team.

How Business Intelligence Helps Companies

Snyder

BI collects the data generated by a business and presents easy-to-digest reports, performance measures, and trends that inform management decisions. The term was used to describe how a successful banker managed to profit from gathering and using information to surpass his competitors.