What can we learn from CBIZ? As the only publicly traded firm with a meaningful operating history, the CBIZ story merits honest assessment.
On the move: AAM names 2026 Marketer of the Year Plus, GASB looks for a new board member; CohnReznick launches a public finance and sustainability practice; Tommye Barie gets the AICPA Gold Medal Award of Distinction; and other firm and personnel news.
Platform adds Mass. firm The Top 50 firm acquired Burke & Associates CPAs under the new name Shoreline Advisors, expanding its presence in Massachusetts.
AICPA elects Jan Lewis as chair A tax partner at BMSS Advisors is the new chair of the American Institute of CPAs and the Association of International Certified Professional Accountants.
In addition, our firm assists clients with the preparation of personal financial statements, budget and financial forecasting, bookkeeping, and financial analysis.