Tax & Accounting Blog

SYNERGY 2017: Big Data, Boot Scootin’ and Giving Back

SYNERGY 2017: Big Data, Boot Scootin’ and Giving Back

Team Thomson Reuters stands ready to greet attendees to the 2017 SYNERGY Aumentum User Groups Conference in Fort Worth, Texas. More than 300 customers, sponsors and Thomson Reuters team members attended the 2017 SYNERGY Aumentum User Groups Conference in Fort Worth—the 20th annual gathering of this group. The four-day gathering was filled with intriguing keynote … Read More

Deep Roots

Deep Roots

If you’ve eaten a delicious handful of almonds lately, you can thank California’s Central Valley. The area produces 100 percent of the U.S. almond supply and 82 percent of the world supply. It’s also home to Grimbleby Coleman CPAs, a full-service tax and accounting firm based in Modesto, California, which counts among its clients many … Read More

She Makes It Personal

She Makes It Personal

Chasity Hooks, CPA, had no experience working in a public accounting firm when she established Hooks CPA in 2008, though she had been handling all the accounting work at an oil field company. What she did have was many years of experience in customer service. Hooks began working at age 14— everything from waitressing and … Read More

Recipe for Success: How an Accounting Firm Merger Created One Very Efficient Practice

Recipe for Success: How an Accounting Firm Merger Created One Very Efficient Practice

[Image ©Will Bragg] With an eye toward offering comprehensive financial services and excellent customer service, Davis & Graves, CPA LLP, has spent years investing in integrated systems. Before merging their practices into Davis & Graves in Gresham, Oregon, the two founding partners had gained decades of experience. Jerry Davis, CPA/PFS, and Thomas Graves, CPA/ABV, had … Read More

Forward-Thinking Firm

Forward-Thinking Firm

[Image ©Eric Millette] Chris Coggins had a new-client presentation to give on behalf of his firm, The Tax Office, Inc., but he didn’t get a chance to prepare for it. Then he remembered the Practice Forward™ materials he’d been given at a Thomson Reuters Partner Summit in 2015. Using the materials, Coggins developed a proposal … Read More