CPA Practice

AUGUST 1, 2023

State CPA Society News & Updates is a round-up of recent announcements and initiatives by CPA associations in the United States and its territories. = The Florida Institute of Certified Public Accountants (FICPA) recently announced that Jason Harrell will join the FICPA as Chief External Affairs Officer, effective July 17, 2023.

CPA 98

CPA Tennessee Maryland cpas 98

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

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

APRIL 23, 2024

Christianson PLLP provides audit, tax and outsourcing services across a range of industries including agriculture, renewable energy and natural resources, financial services, real estate and construction and technology. Headquartered in Willmar, Minnesota, Christianson PLLP has six offices and more than 80 staff members.

Minnesota 59

Minnesota accounting firms Agriculture Account 59

CPA Practice

NOVEMBER 2, 2023

Top 25 accounting firm Citrin Cooperman has acquired Gettry Marcus, a top 200 CPA firm based in Woodbury, NY. We share a culture of developing great collaborative teams and have a strong and similar focus in the real estate, manufacturing and distribution, health care, and professional services industries.

cpa firm 52

cpa firm CPA Real Estate New York 52

Going Concern

MAY 16, 2024

FTE Senior Accounting and Tax | Candidate ID #5311425 Certifications: CPA, QB ProAdvisor Education: BA Accounting, MS Accountancy Experience (years): 10+ years public accounting Work experience (detail): 2+ with national firm 10 years working with large C-Corp clients 5+ years with SMB and HNWIs tax prep and advisory 4 years with own practice with (..)

Real Estate 57

Real Estate Account accountant accounted 57

CPA Practice

DECEMBER 19, 2023

Top 30 accounting firm Aprio has expanded into Texas after merging with San Antonio-based Ridout Barrett & Co. CPAs & Advisors (RBC). Founded in 1986, RBC has deep experience providing accounting and business consulting services to its clients, especially those in the construction and real estate industries.

Texas 64

Texas accounting firms Real Estate Construction 64

CPA Practice

MAY 17, 2023

The Atlanta-based firm announced on May 16 it is merging with accounting firms Tobin & Collins and Squire, Lemkin + Company. Tobin & Collins broadens Aprio’s national real estate segment while expanding our capabilities for our clients,” Richard Kopelman, CEO and managing partner at Aprio, said in a press release.

cpa firm 52

cpa firm CPA Real Estate 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

FEBRUARY 20, 2024

Kiplinger Consumer News Service (TNS) “I am the CEO of an accounting firm that is looking into leasing a solar system for our 8,000-square-foot office building. For a real eye-opener, I recommend reading Time magazine’s September article Rooftop Solar Power Has a Dark Side. Dennis Beaver, Esq.

accounting firms 59

accounting firms Account accountant accounted 59

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

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. The firm also has an audit practice dedicated to labor unions and employee benefit plans.

New York 52

New York cpa firm CPA Real Estate 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. The firm also has an audit practice dedicated to labor unions and employee benefit plans.

New York 52

New York cpa firm CPA Real Estate 52

CPA Practice

MAY 20, 2024

Top 60 accounting firm KSM (Katz, Sapper & Miller) is expanding into Ohio as it is set to add Cincinnati-based CPA firm Cassady Schiller on May 31. Cassady Schiller also brings significant real estate expertise to KSM’s large real estate practice.

Real Estate 52

Real Estate Oklahoma Indiana Ohio 52

Going Concern

MAY 2, 2024

FTE Accountant | Candidate ID #16071602 Certifications: NA Education: BA Accounting in progress Experience (years): 7+ years of overall experience Work experience (detail): Currently with a public accounting firm Services 15+ monthly clients and 75+ quarterly clients Team leadership and work review experience Prepares 100+ returns during tax season (..)

Real Estate 57

Real Estate Account accountant accounted 57

ThomsonReuters

MARCH 12, 2021

We’ve seen the impact the COVID-19 pandemic took on succession planning for accounting firms. In this episode of Pulse of Practice “Setting Course for the Next Chapter”, Paul Miller, CPA from Business by Design , and I discuss the importance of accounting firm leaders to continue to build out their succession plan.

accounting firms 98

accounting firms Account accountant accounted 98

CPA Practice

MAY 6, 2024

One hundred and twenty-five staff and 24 partners from top 300 accounting firm Apple Growth Partners will join Fargo, ND-based Eide Bailly on June 24, expanding the top 20 firm’s footprint across the Great Lakes region. Financial terms of the deal weren’t disclosed. Our goals have not changed, but the world has.

Mississippi 64

Mississippi cpa firm Real Estate Ohio 64

CPA Practice

MARCH 18, 2024

Top 500 accounting firm JHM Certified Public Accountants, based in Chattanooga, is expanding its presence in eastern Tennessee by combining with Harting, Bishop & Arrendale (HBA) in Cleveland, TN. The combined firm will operate under the name of JHM Certified Public Accountants.

cpa firm 52

cpa firm CPA Tennessee Real Estate 52

ThomsonReuters

MAY 5, 2022

Growing your accounting firm through specialization. Many accounting firms have tried to grow their practice by being all things to all clients. The potential problem with this approach is that it can hurt the firm when they get very specialized client requests. Don’t let your accounting firm fall victim.

accounting firms 96

accounting firms Tax Real Estate Account 96

Ryan Lazanis

AUGUST 2, 2023

In this article, you’re going to get a ton of inspiration plus a whole bunch of tips for picking amazing accounting firm names. Table of Contents How to Choose a CPA Firm Name? Choosing an accounting firm name is all about branding and how you want the outside world to perceive you.

accounting firms 52

accounting firms Account accountant accounted 52

CPA Practice

JULY 7, 2023

Top 40 accounting firm BPM is combining with Las Vegas-based CPA firm Fair, Anderson & Langerman (FAL) effective Aug. Koltin, CEO of Koltin Consulting Group, who advised both firms on the merger, commented, “BPM continues on its magical journey of finding best-in-class CPA and advisory firms to combine with.

Oregon 94

Oregon Real Estate cpa firm accounting firms 94

CPA Practice

NOVEMBER 29, 2023

Ball also led the rollout of QuickBooks Online to the UK accountant market, doubling the ProAdvisor Programme in 12 months. Whitley Penn Announces New Partners Whitley Penn, a full-service accounting firm with nine locations recently announced that eight individuals will be promoted to Partner effective January 1, 2024.

Real Estate 52

Real Estate audit cpas tax consultant 52

CPA Practice

JUNE 27, 2023

Business owners and firms need to be thinking about how to adapt to keep up with the “changing neighborhood” around them. Gale Crosley, CPA, CGMA, is a leading strategic organic revenue growth consultant to hundreds of large, and large-thinking CPA and accounting firms worldwide.

Real Estate 111

Real Estate CPA accounting firms Healthcare 111

CPA Practice

MAY 8, 2024

Top 25 accounting firm Citrin Cooperman has acquired Maier Markey & Justic (MMJ), a White Plains, NY-based CPA firm, expanding the firm’s presence in the New York City metro area. Financial terms of the deal weren’t disclosed.

Real Estate 59

Real Estate cpa firm Healthcare New York 59

Going Concern

JUNE 14, 2022

12 years ago my former colleague Caleb Newquist published a post titled “Do Accounting Firms Care if You’re On Drugs?” These are accounting firms we’re talking about after all, change is not in their vocabulary. The post Do Accounting Firms Care if You’re On Drugs? Probably not.

accounting firms 104

accounting firms Account accountant accounted 104

CPA Practice

JANUARY 2, 2024

MaloneBailey, LLP Welcomes Howie Tang, New Audit Partner MaloneBailey, LLP, a global, mid-market, public accounting firm based in Houston, Texas, recently announced that Howie Tang, CPA has joined the firm as an Audit Partner. Tang joins the firm from Marcum Asia CPAs LLP where he served as an Audit Partner.

Illinois 114

Illinois Pharmaceutical E-commerce audit 114

CPA Practice

JUNE 5, 2023

Shekel joins the firm with more than 20 years of experience, focused primarily on valuation services. Prior to joining FORVIS, Shekel led the valuation advisory services for professional M&A and accounting firms with a focus on middle-market business development companies, private-equity funds, and real estate entities.

Indiana 93

Indiana Massachusetts Real Estate CPA 93

CPA Practice

MAY 2, 2024

The business advisory firm EisnerAmper has acquired the Boston, Massachusetts-based CPA firm Edelstein & Company, LLP, in a combination expected to close in June 2024. Founded in 1968, Edelstein has 11 partners and a staff of more than 150 professionals.

Massachusetts 52

Massachusetts Real Estate cpa firm top accounting firms 52

CPA Practice

JULY 31, 2023

In this role, Peter is responsible for managing transaction and business development activities for SDCF’s middle-market mergers and acquisitions, as well as the real estate investment banking practice. Sachs earned a BS, Business Administration – Accounting, from the Sacramento State College of Business Administration.

Real Estate 97

Real Estate West Virginia Manufacturing audit 97

CPA Practice

MAY 7, 2024

said on May 6 that fellow Georgians, Willeford Group, a Roswell-based CPA practice that specializes in providing accounting and tax services to clients in the dental industry, has merged with the top 200 accounting firm. Savannah, GA-based Hancock Askew & Co. Financial terms of the deal weren’t disclosed.

Georgia 52

Georgia Real Estate tax services CPA 52

CPA Practice

SEPTEMBER 25, 2023

Boston, Massachusetts Zachary Smargon, CPA, MSA, of South Boston, MA, has been promoted to Manager in the assurance practice. Smargon earned his bachelor’s degree in business administration, with a concentration in accounting, and his master’s degree in accounting from The University of New Hampshire.

New Hampshire 105

New Hampshire Massachusetts CPA Maine 105

CPA Practice

SEPTEMBER 26, 2023

Top 20 accounting firm Armanino, based in San Ramon, CA, said on Tuesday it is merging with Garden City, NY-based CPA and advisory firm Janover. Garden City will be Armanino’s second location in New York; the firm has had an office in New York City since 2021. The 19th largest public accounting firm in the U.S.

Real Estate 59

Real Estate New York accounting firms cpa firm 59

Going Concern

JUNE 23, 2023

The Orange County Business Journal has published “ Accounting Firms on Hiring Binge for 2nd Straight Year ” and in it we find out that the 48 largest firms on their annual list of accounting firms reported an 11% increase in local hires to 6,676 employees for 2022, up from 9.6% It’s right behind No.

Real Estate 98

Real Estate accounting firms public accounting CPA 98

CPA Practice

FEBRUARY 1, 2024

has signed an agreement to merge with Hackensack, NJ-based CPA firm Wurdemann, Pinto & Co. The combined firm will employ approximately 40 people. Roseland, NJ-based tax and advisory practice Magone & Co. Financial terms of the deal weren’t disclosed. Founded in 1992, Magone & Co.

Real Estate 52

Real Estate quickbooks cpa firm audit 52

Withum

FEBRUARY 1, 2022

Martini Partners, LLC , a public accounting firm headquartered in Encino, CA, joined its practice with Withum, a nationally recognized CPA and advisory firm with 18 offices and annual revenue of $360M, ranking in the top 25 firms in the country. Christopher Passmore , CPA, MBA Managing Partner, Martini Partners.

Real Estate 98

Real Estate CPA Entertainment Hospitality 98

Going Concern

SEPTEMBER 1, 2022

Last week, we published a letter written to Fortune by a former CPA who pivoted to driving 18-wheelers and found far more career happiness than he ever would have in accounting (good for him). Accounting and being a CPA have been the worst personal decision and professional organization I’ve been a part since passing.

cpas 98

cpas cma Real Estate accounting and finance 98

Going Concern

JANUARY 3, 2024

Here’s what they said: Accountants take the bronze medal in the United States. AI is used in accounting firms to generate financial reports and arrange expenses efficiently. Despite these advantages, using AI within accounting can lead to detrimental data breaches from cyber criminals searching for investment decisions.

Account 112

Account accountant accounted Real Estate 112