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  • 07.18.2014 - Jim Kerr's Book Makes the "Teach a CEO" List
    You’ve heard you are what you eat. At "Teach a CEO" they believe that you are what you read. They receive hundreds of books to read to help out entrepreneurs and business owners, but more than just offering a chance to hear about a book, they believe they want you to walk away with some wisdom. "Teach a CEO" has shared some useful tips, as well as, a list of recommended books.
  • 07.18.2014 - Seven Reasons to Outsource Your Accounting Practice
    In today’s high-stakes business environment, companies outsource some operational functions to save time and money. As one of the first processes to be widely outsourced, accounting procedures continue to be released from in-house operations at an epic rate. This is because outsourced accounting practices can save money and time, and offer unwavering peace of mind to managers.
  • 07.15.2014 - Jim Kerr's Interview on The Real Story
    Watch BlumShapiro partner, Jim Kerr, speak with Al Terzi and Laurie Perez on FOX CT- The Real Story. Jim talks about his new book, "The Executive Checklist: A Guide to Setting Direction and Managing Change". He speaks about topics covered in his book: building trust, engaging staff and building communication among employees in order to compete well with the 21st century business environment.
  • 07.11.2014 - BlumShapiro Golf Classic - July 28
    The July 2014 issue of New Haven Living magazine spotlights the annual BlumShapiro Golf Classic which will take place Monday, July 28 at the New Haven Country Club. The BlumShapiro Golf Classic tournament, reception and raffle benefits the Greater New Haven Chamber of Commerce Scholarship Fund for New Haven area students interested in pursuing college degrees in business.
  • 07.08.2014 - Culture Starts at the Top
    The latest article by BlumShapiro partner, James Kerr, makes reference to the General Motors culture. Jim focuses on the importance of trust within an organization and the need for leadership to be deliberate and determine to do the heavy lifting necessary to transform a company.
  • 06.27.2014 - Succession Planning Through Private Equity Firms–Preparation is Key
    A well-crafted succession plan is a vital tool for businesses today, and not just for those with an imminent transition at the top. Any business with a potential change in ownership coming sometime in the next three to five years should start the process now of building a succession plan that meets the needs of its owner(s).
  • 06.23.2014 - Mike Ferri Named One of the 2014 40 Under Forty Winners
    BlumShapiro's Mike Ferri was chosen as one of the Providence Business News winners of the 2014 40 Under Forty competition, to be honored at the 10th Anniversary celebration of the awards program on Thursday, July 24, at Salve Regina University’s Ochre Court in Newport. The men and women of the 2014 class were selected from more than 100 applicants, and will be profiled in a special section included with the July 28 issue of PBN.
  • 06.23.2014 - Handling a Communications Breakdown
    George Bernard Shaw once wrote, “The single biggest problem in communication is the illusion that it has taken place.” How true it is! It is nearly impossible to overdo communications in a day and age where the public’s privacy is quickly diminishing and the call for corporate and governmental transparency is being beckoned from every corner of the globe. Indeed, executive communication can make or break an organization.
  • 06.20.2014 - 5 Ways to Increase Trust in the Workplace
    BlumShapiro partner, Jim Kerr, had a question and answer session with Skip Prichard in relation to culture, trust and engagement within an organization. Click here to see what Jim had to share.
  • 06.19.2014 - BlumShapiro Employees Volunteer at JA One Day Event!
    Watch our video as BlumShapiro employees volunteer at Webster Hill Elementary School as part of a Junior Achievement one day event.
  • 06.16.2014 - BlumShapiro Partner, Monica Motta, Receives Industry Leader Award
    BlumShapiro partner, Monica Motta, receives Providence Business News Business Women award for Industry Leader, Financial Services.
  • 06.16.2014 - BlumShapiro and FOX CT's Alison Morris Team Up for a JA Event
    Watch as Alison Morris of FOX CT recaps her day as a teacher. Alison teamed up with BlumShapiro for the Junior Achievement event at Webster Hill Elementary School in West Hartford.
  • 06.16.2014 - WTIC 1080 Interview with Jim Kerr
    BlumShapiro partner, Jim Kerr, speaks with Ray Dunaway on WTIC 1080 about his book, The Executive Checklist: A Guide for Setting Direction and Managing Change.
  • 06.12.2014 - Is Communication the Problem or Teamwork?
    All individuals in the coaching and consulting profession need to guard against being fooled into thinking communication is the problem when it is actually a symptom of something much more profound: the inability for people within an enterprise to work as a team.
  • 06.11.2014 - A New Playbook for Succession Planning
    A well-crafted succession plan is a vital tool for businesses today, and not just for those with an imminent transition at the top. Any business with a potential change in ownership in the next three to five years should start the process now of building a succession plan that meets the needs of its owner.
  • 06.10.2014 - BlumShapiro 5K Supports Hartford’s Camp Courant
    BlumShapiro's 5K road race held recently at the TPC River Highlands in Cromwell attracted hundreds of participants who ran in support of Hartford's Camp Courant. This year marked the sixth annual BlumShapiro 5K, which kicks-off the charitable events associated with the Travelers Championship. It also marks the 120th anniversary of Hartford's Camp Courant, the largest and oldest free summer camp in the United States.
  • 06.10.2014 - BlumShapiro Employees Teach for JA One Day Event
    Two dozen volunteers from New England firm BlumShapiro recently taught courses, using Junior Achievement curricula, to 200 students in grades second through fifth at Webster Hill School in West Hartford.
  • 06.02.2014 - Leadership Lessons From Hector Berlioz
    Hector Berlioz was a French Romantic composer whose unconventional style of orchestration influenced the likes of Wagner and Tchaikovsky. With his Symphonie Fantastique, Berlioz set into motion a myriad of changes in orchestral assembly that remain basic staples in modern orchestra. In fact, his book on the subject, Treatise on Instrumentation, first published in 1843, is still in print and is routinely referenced in classical music circles to this day. Clearly, there are many lessons to be learned from this music innovator. But not just about music: read this article by BlumShapiro partner, James Kerr, to learn of a few lessons on leadership that can be derived from Hector Berlioz.
  • 05.23.2014 - BlumShapiro Hosting Annual Golf Classic with GNHCC
    New England accounting, tax and business consulting firm BlumShapiro and the Greater New Haven Chamber of Commerce announced the annual BlumShapiro Golf Classic will be held July 28 at the New Haven Country Club. The BlumShapiro Golf Classic tournament includes a reception and raffle, all benefitting the GNHCC Scholarship Fund for New Haven-area students looking to pursue a college degree in business. The fund has raised more than $48,000 to support undergraduate students to date.
  • 05.13.2014 - BlumShapiro Golf Classic to Provide Scholarships for Students
    BlumShapiro and the Greater New Haven Chamber of Commerce (GNHCC) announced that the Annual BlumShapiro Golf Classic will take place Monday, July 28 at the New Haven Country Club. The tournament, reception and raffle benefits the GNHCC Scholarship Fund for New Haven-area students interested in pursuing college degrees in business.
  • 05.09.2014 - How to Counsel for the “New Normal” Economy
    BlumShapiro partner, James Kerr, discusses three principles that he suggests leaders adopt and institutionalize within their organizations to better prepare them to make the transition into the "New Normal".
  • 05.07.2014 - BusinessWeek: Congrats, You Got Your First Leadership Role....
    Today’s business world can seem confusing and treacherous to the fresh-faced MBA crowd. While highly educated, new leaders sometimes lack the experience to successfully navigate the organizational waters when given greater responsibilities. In the hopes of making that journey a little easier, BlumShapiro partner, James Kerr, offers an executive checklist of sorts for the aspiring leader.
  • 05.06.2014 - Baker Tilly International Launches Auto Dealer Research
    Through our membership of Baker Tilly International, the world’s 8th largest network of independent accounting and business advisory firms, we are participating in a research study within the US auto dealer industry. The high-level analysis and commentary in the findings report will allow auto dealerships to compare their expectations on sales, growth, investments and expenditures over the next twelve months against others across the US. Dealerships who would like to take part in the research can access the questionnaire by clicking here.
  • 05.01.2014 - The Executive Checklist - Focus on Employees Before Customers
    Read a review of BlumShapiro partner, Jim Kerr's book - The Executive Checklist: A Guide for Setting Direction and Managing Change - on the "Workplace Wrangler" vertical of seattlepi.com. In this book, Jim provides a framework to reach enterprise-wide transformation, but this review focuses on the people side.
  • 04.29.2014 - Cromwell hosting BlumShapiro 5K road race Saturday, 5/3
    The annual BlumShapiro 5K road race will be held Saturday from 8 to 11 a.m. The race, which is officially known as the BlumShapiro 5K for Charity at the Travelers Championship, is the first event that is directly tied to the annual TPC golf tournament which is held this year from June 16-22. Residents who live in the neighborhood of the race course or who expect to be passing through the portion of Route 99/Main Street by Golf Course Road should expect delays or occasional inconveniences, police said.
  • 04.28.2014 - JA Career Walk - Hall Students To Explore West Hartford Center Jobs
    Hall High School students will get a crash course in some potential careers at their fingertips during the first Junior Achievement Career Walk next month. The program, put on by Junior Achievement of Southwest New England, BlumShapiro and PBI Financial Group, will bring students through several businesses in West Hartford Center, exposing them to the variety of jobs in the community.
  • 04.28.2014 - BlumShapiro 5K At Travelers Championship - May 3
    Watch Tom DeVitto on FoxCT as he discusses the BlumShapiro 5K at The Travelers Championship that is taking place on Saturday, May 3.
  • 04.24.2014 - Jim Kerr - Designing Executive Checklists
    Listen to BlumShapiro partner, Jim Kerr's interview with 33voices. Jim discusses his new book and how to set direction and manage change within the 21st century enterprise.
  • 04.22.2014 - 4 Reasons to Jump to the Cloud
    If you own a business, chances are you're well aware of the increasing trend toward cloud computing. While many are still wary of it, several companies have found that moving financial applications to the cloud leads to cost savings, greater flexibility and higher efficiency. Read the article by BlumShapiro partner, James Clarkson, in Worcester Business Journal Online.
  • 04.22.2014 - 3 to be added to CCSU Business School Hall of Honor
    The 2014 Corporate Partner Award will be presented to BlumShapiro for supporting the School of Business through the internships and scholarships it offers students, mentoring students, and hiring of graduates.
  • 04.22.2014 - Handing Over the Reins of a Family-Owned Business
    The desire to pass the legacy of a family business from its founders to the next generation is widespread, but so are the challenges as leadership changes hands. Both generations have respective strengths that can benefit any business, but generational differences can lead to conflicts as the young take on greater leadership roles. Members of the seasoned generation possess a focused understanding of their industry and their customers. Their loyalties run deep. They are selftaught and have learned an enormous amount from past missteps. They are committed to hard work and exercise extraordinary patience to obtain results.
  • 04.21.2014 - BlumShapiro Co-Hosts JA Career Walk in West Hartford for Students
    Junior Achievement of Southwest New England, BlumShapiro and PBI Financial Group announced today they will co-host the first-ever “JA Career Walk” in West Hartford Center for West Hartford’s Hall High School students. The program, created by Junior Achievement of Southwest New England (JA), seeks to prepare students for the world of work and gain a better understanding of jobs in their community.
  • 04.21.2014 - BlumShapiro Announces New Non-Profit Insights Blog
    As one of the largest non-profit accounting service providers in New England, BlumShapiro has unveiled a Non-Profit Insights blog to provide expert information on numerous key challenges, trends and changes in the non-profit industry.
  • 04.11.2014 - Listen to BlumShapiro's New Radio Spot!
    Listen to BlumShapiro's new radio spot that will be running this spring on various CT Channels.
  • 04.09.2014 - HBJ: Local author demystifies successful executive business strategies
    Q&A talks with business author and consultant James M. Kerr, who recently joined West Hartford accounting and consulting firm BlumShapiro and published a new book called The Executive Checklist.
  • 04.08.2014 - BlumShapiro Ranks #55 in Accounting Today’s 2014 Top 100 Firms
    BlumShapiro, the largest regional accounting, consulting and tax firm in New England, announced today it is now ranked as the 55th largest accounting firm in the nation in Accounting Today’s 2014 Top 100 Firms. This 2014 ranking elevated the firm’s standing 11 places higher than the 2013 ranking by the industry publication.
  • 04.08.2014 - Should you turn your company upside down?
    Many companies focus on keeping senior executives happy, but that's a dangerous strategy that jeopardizes the organization's long-term health, writes James Kerr. Instead, leaders should focus on supporting and rewarding the people who really matter -- the front-line personnel who define customers' experiences. "If the game doesn't change, many more U.S. business institutions are likely to flail and falter. It is time to flip the pyramid," Kerr argues.
  • 04.07.2014 - 10 Tax Audit Red Flags
    With the tax deadline quickly approaching, here are 10 tax audit red flags - from being too charitable to claiming the home office deduction - for you to be aware of as you prepare your taxes.
  • 04.07.2014 - Interview with James M. Kerr on New Book - The Executive Checklist
    Listen to BlumShapiro Partner, James Kerr's, interview with Peter Clayton on TotalPicture Radio. Peter discusses Jim's new book, The Executive Checklist.
  • 04.04.2014 - How to Avoid (or Survive) a Plan Audit
    Read quotes from BlumShapiro Partner, Janet Nahorney, along with a panel of other legal and audit experts as they shared best practices for avoiding and surviving plan audits at the National Association of Plan Advisors Conference in New Orleans.
  • 04.03.2014 - 6 Steps to Build a Powerhouse Organization
    Read post from BlumShapiro Partner, Jim Kerr, answering the question “How does a business leader build a perennial powerhouse like some of those NCAA basketball teams do every year?” Jim stresses how chemistry is the secret to success.
  • 03.26.2014 - Carl Johnson, BlumShapiro: Are You A Boss, Or A Leader?
    Listen to the Bean Counter Podcast to hear the interview with BlumShapiro Firm Managing Partner, Carl Johnson. Carl discusses his growth as an individual and the growth and success of the firm as a whole.
  • 03.24.2014 - The Executive Checklist-Guide for Setting Direction & Managing Change
    There are literally hundreds of business books that bring a singular focus to one segment of a business or another. Many deliver an in depth approach to tackling those segmented problems, issues and strategies, but what can be the most useful are those that offer up action steps that are easy to put into play. Author and management consultant James Kerr brings a broad base of experience in a variety of industry sectors. He applies that broad base of knowledge to a variety of business approaches to change management in his new book The Executive Checklist – A Guide for Setting Direction and Managing Change.
  • 03.19.2014 - BlumShapiro Announces Partner Peter Lang
    BlumShapiro announces the addition of Peter Lang as a partner in its consulting practice. Lang comes to BlumShapiro with significant experience in manufacturing operations, information systems and technology deployment, performance management, business transformation and organizational change, among other areas. He will be based in BlumShapiro’s Newton, Massachusetts office.
  • 03.19.2014 - BlumShapiro Adds Christopher C. Della Valle as Tax Director in Newton
    BlumShapiro announces the addition of Christopher C. Della Valle to its tax practice. Mr. Della Valle will serve as a director in BlumShapiro’s Newton office, specializing in tax compliance and tax planning services for both corporations and high net worth individuals.
  • 03.10.2014 - Reported on Westfair Online: BlumShapiro-"Accounting themselves well"
    Registration is open for the BlumShapiro 5K for Camp Courant at the Travelers Championship. In its sixth year, the BlumShapiro 5K signals the kickoff to the Travelers Championship golf series. The event welcomes hundreds of runners and walkers of all ability levels along the roads that line the fairways, greens and practice facility at TPC River Highlands in Cromwell. The 2014 race, plus Kids Fun Run and other family activities, is Saturday, May 3, at TPC River Highlands on Golf Club Road in Cromwell. Registration is online at travelerschampionship.com. Registration fees vary.
  • 03.10.2014 - PR Web: Author/Consultant James Kerr Joins BlumShapiro
    Connecticut author and noted business consultant, James Kerr, has joined BlumShapiro as a partner. Kerr is a management consultant and the author of four business strategy books, including his new book, The Executive Checklist.
  • 03.07.2014 - BlumShapiro Named One of the 100 Largest Accounting Firms in the U.S.
    The 100 largest accounting firms in the United States reported average revenue growth of 7.81 percent for 2013, according to Accounting Today’s new Top 100 Firms list. The Top 100 Firms and Regional Leaders report noted that this was the third year with similar levels of growth since the low points of 2009 and 2010. BlumShapiro jumped 11 spots on this list.
  • 03.04.2014 - CT Author and Consultant James Kerr Joins BlumShapiro as Partner
    Connecticut author and noted business consultant has joined BlumShapiro as a partner. BlumShapiro is the largest regional accounting, tax and business consulting firm based in New England, with nearly 400 professionals and staff at their offices in Connecticut, Massachusetts and Rhode Island. Kerr will work out of their West Hartford office.
  • 03.03.2014 - Hartford Courant: Registration Open - BlumShapiro 5K for Camp Courant
    BlumShapiro announced that registration is open for the BlumShapiro 5K For Camp Courant at the Travelers Championship. The 2014 run and walk race, Kids Fun Run and other family activities will be held on Saturday, May 3, at TPC River Highlands in Cromwell. Interested parties can register online at http://www.travelerschampionship.com. Registration fees vary.
  • 02.25.2014 - Auto Recovery Interview with Rick Parmelee of BlumShapiro
    Watch BlumShapiro partner Rick Parmelee discuss the state of the auto industry in New England with Laurie Perez of Fox CT!
  • 02.24.2014 - BlumShapiro 5K For Camp Courant at the Travelers Championship May 3
    BlumShapiro announced that registration is open for the BlumShapiro 5K For Camp Courant at the Travelers Championship. The 2014 run and walk race, Kids Fun Run and other family activities will be held on Saturday, May 3, at TPC River Highlands in Cromwell, CT.
  • 02.24.2014 - BlumShapiro's James Kerr to Hold Book Signing at Barnes & Noble on 3/6
    Connecticut author and BlumShapiro Partner James M. Kerr will discuss and sign copies of his new book The Executive Checklist on Thursday, March 6, 2014 from 5:00pm - 7:00 pm at Barnes & Noble in West Hartford. Kerr’s new book, the fourth he has written, helps C-level executives improve the way they drive change in their organizations. According to Kerr, The Executive Checklist is easy to read and offers real-life examples of businesses that have successfully implemented these tools, including PIXAR, Whole Foods and Zappos.
  • 02.19.2014 - ProjectsAtWork - Review: The Executive Checklist
    A new book, written by organizational behaviorist and management consultant James Kerr, serves as a primer for setting direction and managing change, including examples of how organizations are re-imagining their operational structures, enhancing their product and service offerings, and leveraging emerging technological capabilities.
  • 02.17.2014 - How We Love to Resist…And, What Leaders Can Do About It!
    People love to resist change. There are many reasons for this behavior. But, most resistance to change stems from fear of the unfamiliar and an individual’s insecurities about their ability to flourish when their current situation, in fact, changes. Resistors to change within an organization use some combination of five deceptive strategies to win-over converts to their cause – intending to stall or kill a change initiative.
  • 02.14.2014 - 10 Building Blocks for Today's Leadership
    The old school system of management has gone the way of the 9 to 5 workday. Today's top organizations recognize that the rules of leadership are changing to address the ever-expanding challenges caused by disruptive technologies and market forces. The new book by James M. Kerr, The Executive Checklist: A Guide for Setting Direction and Managing Change (Palgrave Macmillan), helps frame these dynamics for CIOs and other top executives through the following, highly adaptable checklist action steps.
  • 02.13.2014 - Auto Dealers Upbeat But Face Pressure As President’s Day Nears
    The region’s auto sales industry heads into the crucial President’s Day push with hopes of approaching an all-time sales record in 2014, but with pressures that are squeezing profits. That was the assessment Monday by three industry executives in Connecticut and Massachusetts, who spoke with media outlets about the recession that wracked the auto industry and the recovery since.
  • 02.10.2014 - Auto Team America Releases Vision Paper at 2014 NADA Convention
    AutoTeam America (ATA) released its white paper “2025 Dealership Vision: What Lies Ahead!” at the National Automobile Dealers Association (NADA) Convention in New Orleans. The ATA paper presents key findings from an opinion survey of automotive dealers throughout the US as well as brainstorming sessions with dealers, ATA members and other industry specialists on the strategic vision of dealerships for the year 2025.
  • 02.07.2014 - Fairfield County Business Journal: Words to the wise
    A recent interview with John A. Zinno Jr., office managing partner, and Thomas A. DeVitto, chief marketing officer, in Blum Shapiro & Co. P.C.’s 70-person Shelton office touched on the firm’s growth and regional leader position in accounting, tax and business consulting. Ten-thousand clients count on Blum Shapiro for advice.
  • 02.04.2014 - 8 Essential Ways to Reinstate Confidence within Your Workforce
    For a multitude of reasons, from the Great Recession to the bank bailout, trust has dipped to an all-time low within Corporate America. This is quite a problem. After all, productivity drops, service delivery degrades and the bottom-line deteriorates in firms where trust is the lowest.
  • 02.04.2014 - Managing for the Unexpected–Understanding Emergence Theory In Business
    Driving the types of significant changes that truly transform an organization is tricky business. Contrary to popular belief, if you’re too conservative, you can end up with some unexpected consequences – that’s the theory of emergence at work.
  • 02.04.2014 - Business Success Requires More Than Good Checklists
    A common request I get while mentoring entrepreneurs is for a copy of the startup checklist they need to follow, in order to build a successful new business. I wish it was that easy. The challenge is that every new business needs to be innovative and different, in order to rise above the crowd, bring real change to the world, and give you the satisfaction you seek.
  • 01.31.2014 - BlumShapiro Serves as Advisors to Fairfield Univ. Business Competition
    Nearly 50 students at Fairfield University have spent most of the 2013-2014 academic year preparing to compete in the institution’s annual business plan competition. As they enter the final stages of forming and presenting their new business ideas, they will rely on the advice of faculty members and business experts to help them, including BlumShapiro Partner Tom Walsh and Manager Patrick Dunleavey.
  • 01.17.2014 - BlumShapiro Announces Massachusetts Long-Term Care Benchmarking Tool
    BlumShapiro has obtained the Massachusetts long-term care facilities cost report data from the Center for Health Information and Analysis (2011 is the most recent period of data currently available from the Center) which has information for over 400 Massachusetts long-term care facilities. Using this data, BlumShapiro has created a data benchmarking tool that calculates several statistics for Massachusetts long-term care facilities.
  • 01.13.2014 - Nursing home labor costs rise on care for sickest
    Rhode Island nursing home labor costs rose 13 percent from 2009 to 2012, according to a recent report, as the cost of skilled care for the oldest residents keeps rising.
  • 01.06.2014 - Hartford Courant: BlumShapiro Merger Expands Footprint In Boston
    Regional accounting and consulting firm BlumShapiro announced Friday it has merged with a firm in Newton, Mass., expanding the company's footprint in Massachusetts, particularly the Boston area.
  • 01.01.2014 - BlumShapiro Announces Merger with Friedman, Suvalle & Salomon
    BlumShapiro - the largest New England-based regional accounting, tax and business consulting firm - today announced a merger with Friedman, Suvalle & Salomon PC, located in Newton, MA. The merger, which becameofficial on January 1, 2014, greatly expands and strengthens the company’s position as the leading firm in the region.
 

Advisors | Auditors | Consultants | CPAs - Blum Shapiro is one of the premier public accounting firms in the northeast and a Top 100 CPA Firm in the U.S. Our professionals serve businesses, individuals and organizations in Boston (MA), Hartford (CT), Providence (RI), Shelton (CT) ,Quincy (MA) and Newton (MA) with audit, tax and business consulting services. Our firm has developed practice areas in automotive, construction, education, government, healthcare, hospitality, manufacturing, nonprofit organizations and professional service firms. New Haven CT, Fairfield CT, Norwalk CT, Waterbury CT.

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