CPA Practice

DECEMBER 12, 2023

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.

cpa firm 52

cpa firm CPA Construction Real Estate 52

CPA Practice

OCTOBER 23, 2023

Top 40 accounting firm LBMC, which is based in Brentwood, TN, is merging in Louisville-based CPA firm Strothman & Co. 1, expanding LBMC’s geographic footprint across multiple states. Financial terms of the deal were not disclosed. The Strothman & Co.

Kentucky 59

Kentucky cpa firm CPA Indiana 59

CPA Practice

JANUARY 30, 2024

NDH Advisors has acquired Houston-based CPA firm Jain & Jain—the second transaction the Chicago accounting business has made in as many months. NDH’s first foray into M&A was last November when it acquired Leawood, KS-based tax and accounting firm Stratus Group. Terms of the deal weren’t disclosed.

cpa firm 52

cpa firm CPA Utah Texas 52

Accounting Today

NOVEMBER 13, 2023

Have you ever looked at the websites of the top five CPA firms in your market and observed what similar services they provide?

cpa firm 82

cpa firm CPA accounting firms Account 82

Accounting Insight

AUGUST 16, 2023

All too often, CPA firms focus the bulk of their efforts on lead gen, which tends to create compromises in other critical areas of the business – namely recruiting exceptional accounting talent. CPA firms – by nature – deal with extremely sensitive information that has a direct impact on their clients’ livelihoods.

cpa firm 52

cpa firm CPA Technology quickbooks 52

CPA Practice

AUGUST 30, 2023

How to fix the crumbing talent pipeline in the accounting profession is a topic on the minds of many people these days. And it popped up at a session during the first day of the 2023 Unique CPA Conference, “Bridging the Gap,” in the Chicago suburb of Rosemont, IL, on Tuesday. You don’t have to be a CPA.

cpa firm 105

cpa firm CPA cpas Maryland 105

ThomsonReuters

FEBRUARY 28, 2024

She decided to skip law school and instead took a job as a bookkeeper, finding her chosen profession and going back to school to earn her CPA. That insight stuck with her, Shaul recalls, adding that it planted the seeds of her own path to success and owning her own firm. This strengthened her desire  to have her own firm.

cpa firm 98

cpa firm CPA Non-Profits financial statements 98

TaxConnex

NOVEMBER 15, 2022

Compliance work has historically been the bread and butter of accounting firms (no matter how often they complain about the U.S. But increasingly accounting and CPA firms look to expand into advisory services, becoming what the profession has long termed “a trusted advisor.” Tax Code and the IRS). What’s next? “It

accounting firms 130

accounting firms Sales Tax Account 130

CPA Practice

NOVEMBER 3, 2023

Top 25 accounting firm Citrin Cooperman has acquired Gettry Marcus, a top 200 CPA firm based in Woodbury, NY. Citrin Cooperman, which is the 23rd largest accounting firm in the nation in terms of revenue, has more than 2,400 professionals and 400 partners in 25 offices across 11 states.

cpa firm 59

cpa firm CPA Real Estate New York 59

TaxConnex

NOVEMBER 22, 2022

In our blog last week, we looked at how sales and use tax advisory services might be a good new field for CPAs and accounting firms. Mark Friedlich, CPA, vice president of U.S. Partnering with an expert allows CPA firms to expand offerings without having to do the work within the firm.

accounting firms 130

accounting firms Sales Tax tax return 130

CPA Practice

JANUARY 11, 2024

Top 400 accounting firm Baratz & Associates, based in Marlton, NJ, went shopping in nearby Cherry Hill and bought CPA firm Renzi Bernardi Suarez & Co. Financial terms of the deal weren’t disclosed. The strategic acquisition of Renzi Bernardi Suarez & Co.,

New Jersey 64

New Jersey cpa firm CPA forensic accounting 64

CPA Practice

JANUARY 30, 2024

Syracuse, NY-based accounting firm Bowers CPAs & Advisors has expanded its presence in Rochester after combining with Kasperski Dinan & Rink CPAs on Jan. Financial terms of the deal weren’t disclosed.

cpa firm 98

cpa firm CPA forensic accounting cpas 98

CPA Practice

MAY 9, 2024

What challenges does Copilot solve for accounting firm marketers? It is based on OpenAI’s GPT (Generative Pre-trained Transformer) technology and is trained on a vast amount of public code repositories, making it capable of generating code snippets that align with the task at hand.”

cpa firm 52

cpa firm CPA payroll Technology 52

CPA Practice

DECEMBER 22, 2023

Top 200 accounting firm Honkamp recently added one of the 20 largest CPA firms in the St. The Dubuque, IA-based firm merged with Schowalter & Jabouri on Dec. The new location will be the first office in Missouri for Honkamp, and the merger increases the firm’s headcount to about 300 employees.

cpa firm 52

cpa firm CPA Iowa Wisconsin 52

CPA Practice

NOVEMBER 9, 2023

Top 20 accounting firm Eide Bailly is combining with Secore & Niedzialek, a CPA and tax planning firm based in Phoenix. The firm’s extensive track record and deep industry expertise make them the perfect complement to Eide Bailly.

cpa firm 52

cpa firm CPA California tax planning 52

CPA Practice

NOVEMBER 10, 2023

Top 50 accounting firm HBK CPAs & Consultants has combined with Zapken & Loeb, a Woodbury, NY-based 70-person CPA firm that provides accounting and business consulting services to business owners, executives, and independent professionals. The merger became official on Nov.

cpa firm 52

cpa firm New York CPA New Jersey 52

CPA Practice

AUGUST 4, 2023

Top 10 public accounting firm CLA (CliftonLarsonAllen) acquired Tacoma, WA-based accounting and advisory firm Frost & Company. CLA shares a very similar client promise and values, so we are excited to welcome our new colleagues and expand our footprint as the only national CPA firm in the South Puget Sound region.”

cpa firm 52

cpa firm Washington CPA Real Estate 52

CPA Practice

OCTOBER 24, 2023

1, the team from San Antonio-based accounting firm Fisher, Herbst & Kemble P.C. will officially join top 40 firm Whitley Penn. Larry Autrey “We are thrilled to have the FHK team join Whitley Penn,” Larry Autrey, managing partner and CEO of Whitley Penn, said in a press release.

cpa firm 52

cpa firm Texas CPA New Mexico 52

ThomsonReuters

DECEMBER 17, 2020

But what does this mean for small CPA firms who don’t perform audits? In this episode of Pulse of Practice “Should a Small Firm Care?”, Paul Miller, CPA from Business by Design , and I are joined by Brian Fox, Founder of Confirmation, part of Thomson Reuters. How public company fraud affects the small CPA firm.

cpa firm 95

cpa firm CPA audit auditor 95

CPA Practice

NOVEMBER 2, 2023

Top 25 accounting firm Citrin Cooperman has acquired Gettry Marcus, a top 200 CPA firm based in Woodbury, NY. Citrin Cooperman, which is the 23rd largest accounting firm in the nation in terms of revenue, has more than 2,400 professionals and 400 partners in 25 offices across 11 states.

cpa firm 52

cpa firm CPA Real Estate New York 52

CPA Practice

NOVEMBER 7, 2023

Top 200 accounting firm Herbein + Company acquired Creese, Smith, Hune & Co., a CPA firm based in Pittsburgh, on Nov. professionals have joined Herbein and will continue to work out of the firm’s Pittsburgh office, according to a press release. Terms of the agreement were not disclosed.

cpa firm 52

cpa firm CPA accounting firms Tax 52

CPA Practice

NOVEMBER 24, 2023

Top 35 accounting firm Weaver will be merging in New York-based CPA firm Buchbinder Tunick & Co. It also adds 125 audit, tax, and advisory professionals, including 16 partners, to the Houston-based firm.

New York 52

New York cpa firm CPA Real Estate 52

CPA Practice

JULY 13, 2023

Top 20 accounting firm Eide Bailly has acquired Seattle-based CPA firm King & Oliason, the firms announced on June 26. Financial terms of the deal, which goes into effect on July 17, were not disclosed.

cpa firm 52

cpa firm CPA Non-Profits tax consultant 52

CPA Practice

NOVEMBER 20, 2023

Top 35 accounting firm Weaver will be merging in New York-based CPA firm Buchbinder Tunick & Co. It also adds 125 audit, tax, and advisory professionals, including 16 partners, to the Houston-based firm.

New York 52

New York cpa firm CPA Real Estate 52

CPA Practice

JULY 7, 2023

Top 20 accounting firm Eide Bailly has acquired Seattle-based CPA firm King & Oliason, the firms announced on June 26. Financial terms of the deal, which goes into effect on July 17, were not disclosed.

cpa firm 52

cpa firm CPA Non-Profits tax consultant 52

CPA Practice

JUNE 5, 2023

Top 20 accounting firm Marcum said on Monday that it has combined with Blue Bell, PA-based CPA firm McCarthy & Company, in a deal that closed on June 1. The strategic combination bolsters Marcum’s construction practice in the Mid-Atlantic region, the firm said. Terms of the deal were not disclosed.

cpa firm 52

cpa firm Pennsylvania CPA Construction 52

CPA Practice

OCTOBER 13, 2023

Top 30 accounting firm Aprio has struck a deal with fellow Georgia-based CPA firm Antares Group to merge on Nov.

cpa firm 59

cpa firm CPA Hospitality Georgia 59

CPA Practice

OCTOBER 19, 2023

Top 30 accounting firm Cherry Bekaert has acquired PKF Mueller, a full-service CPA firm based in Elgin, IL. million, making it the 127th largest accounting firm in the U.S. During its most recent fiscal year, PKF Mueller had revenue of $37.7

cpa firm 52

cpa firm CPA Illinois Management Consulting 52

Accounting Today

SEPTEMBER 20, 2023

Accounting firms are seeing their revenues, partner income and profits increase this past year, even as more firms resort to outsourcing to fill their talent shortages.

cpa firm 120

cpa firm CPA accounting firms Account 120

CPA Practice

NOVEMBER 28, 2023

Houston-based accounting and advisory firm abip CPAs & Advisors and San Antonio-based accounting firm Brehm, Havel & Co. A regional firm with a national reach, abip has more than 100 professionals in offices based in Houston, San Antonio, New Braunfels, and the Woodlands. will merge effective Jan.

Texas 97

Texas cpa firm CPA cpas 97

CPA Practice

JANUARY 17, 2024

Top 200 accounting firm BMSS Advisors & CPAs has combined with Haddox Reid Eubank Betts, a Ridgeland, MS-based CPA and advisory firm. Consolidated under the BMSS name, the combined firm has 32 partners and 125 CPAs for approximately 325 employees in total. Terms of the deal weren’t disclosed.

cpa firm 59

cpa firm CPA Alabama cpas 59

CPA Practice

JANUARY 25, 2023

In addition to its existing AuditClub Chiefs passes, the company now offers its AuditClub Crew passes for CPA firms and companies to access virtual crew members with up to six years of experience who perform and review audit procedures based on a member’s solutions requests.

cpa firm 52

cpa firm CPA North Carolina accounting careers 52

CPA Practice

JUNE 6, 2023

Top 20 accounting firm Armanino has acquired Los-Angeles-based business management CPA firm Bemel, Ross & Avedon, which provides services to some of the country’s leading entertainers and executives in the film and music industry. Terms of the deal, which closed on June 1, were not disclosed.

cpa firm 52

cpa firm CPA Entertainment tax consultant 52

Accounting Today

FEBRUARY 7, 2024

The AICPA's professional liability insurer will cover client services related to the Corporate Transparency Act's beneficial ownership information reporting requirement.

cpa firm 97

cpa firm CPA cpas accounting firms 97

CPA Practice

DECEMBER 28, 2023

This article will better explain how your accounting firm should (and should not) use tools like ChatGPT. The Good – ChatGPT’s Abilities to Boost Efficiency for CPA Firms ChatGPT is the culmination of recent advances that put powerful new AI tools into the hands of general users. Learn more.

accounting firms 119

accounting firms Account accountant accounted 119

Going Concern

NOVEMBER 1, 2023

From the list’s press release [ PDF ]: In the 2023 Accounting MOVE Project report, released today, a talent-starved profession receives a fresh influx of strategies and inspiration for investing in the women it must attract and retain to achieve short goals and survive long-term.

cpa firm 106

cpa firm CPA accounting degree accounting firms 106

CPA Practice

MARCH 31, 2023

Through strategic growth and mergers, the firm currently operates offices in Charleston, Morgantown, and Parkersburg. The golden anniversary of our firm is a time for celebration and reflection,” said Patricia D. Clark, CPA, managing partner for Suttle & Stalnaker, PLLC.

West Virginia 98

West Virginia cpa firm CPA Virginia 98