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Eide Bailly Picks Up San Diego CPA Firm RBTK

CPA Practice

San Diego-based full-service CPA firm RBTK has joined top 20 accounting firm Eide Bailly, according to a Dec. The merger will expand Fargo, ND-based Eide Bailly’s footprint in California and enhance the firm’s service offerings in the construction industry. 5 news release. 8, 2024.

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The Hidden Gem to Firm Growth and Smoother Operations

CPA Practice

CPA firms constantly seek ways to boost efficiency, enhance client satisfaction, and drive growth. While technology and strategies play crucial roles, one often overlooked element can be the key to unlocking your firm’s full potential: document management.

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Bharmal & Associates, Inc. Receives First Reviews on Clutch, Maintains Perfect 5.0-Star Average on the Platform

Bharmal&Associates

We’re no ordinary accounting firm here at Bharmal & Associates, Inc.! With years of experience as a professional service organization, we offer a wide range of services for businesses and individuals. Based in Orange County, Southern California, we received our first reviews on Clutch and maintain a perfect 5.0-Star

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The new comprehensive document management solution from IRIS

CPA Practice

It exists to take the pain out of processes and let professionals working in CPA fi rms and businesses comply with regulations, drive productivity, and better engage with key stakeholders. million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system?

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Professionals on the Move – Sept. 2024

CPA Practice

Avantax Welcomes $60M Advisor Ali Kazemi and His Northern California-based Sentinel Financial Group Avantax, a Dallas-based leader in tax-intelligent financial planning and wealth managemen, recently welcomed Ali Kazemi, a seasoned financial services industry veteran with 30 years of experience.

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Professionals on the Move: Feb. 2024

CPA Practice

Professionals on the Move is a round-up of recent promotions and staffing announcements from around the accounting and tax profession. Schneider Downs Boosts Tax Team Schneider Downs & Co., Merlo received her Bachelors in Accounting from the University of Pittsburgh. He returned to LLME in 2019 as a tax partner.

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Private Equity 2023 Year-in-Review and 2024 Outlook: Clearer Skies Emerge for Private Equity Amidst Challenges

Cherry Bekaert

Carbon reporting suddenly is a “checklist item” for new funds by large investors, mandatory for UN PRI membership, and forced by the State of California and the U.S. With this, California officially created carbon accounting obligations in the U.S. Federal government. affecting thousands of corporations.