accounting-firms-cpa 
CPA Practice
MAY 6, 2024
Several media outlets have reported that in an SEC filing on May 3, Trump Media replaced BF Borders with Phoenix-based CPA and consulting firm Semple, Marchal & Cooper. By contrast, BF Borgers had a 100% deficiency rate on audits reviewed by the PCAOB over the regulator’s last two inspections of the firm. markets regulator.
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. We could tell immediately that both firms really meant what we said and would be a great fit.”
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CPA Practice
MAY 6, 2024
Tampa, FL-based accounting platform Crete Professionals Alliance said May 2 it has raised strategic capital in a round led by Thrive Capital and Bessemer Venture Partners. Crete PA said this funding will be used to accelerate its plans to bring more firms into its alliance, as well as leverage technology, such as artificial intelligence.
CPA Practice
MAY 6, 2024
The accounting and advisory firm Marcum LLP has acquired Croskey Lanni, PC, a notable Detroit, Michigan area-based firm with an office in Boca Raton, Florida. Both firms focus on providing customized solutions for complex business challenges.
Speaker: Amy Vetter, CEO of The B3 Method Institute
As a CPA, consultant and entrepreneur, Amy will share insights and best practices from her own experience starting and growing an advisory services practice on her own and as a Partner in accounting, and from her 10+ years of advising thousands of firm leaders on how to grow and scale their businesses.
Going Concern
MAY 6, 2024
Borgers with deliberate and systemic failures to comply with Public Company Accounting Oversight Board (PCAOB) standards in its audits and reviews incorporated in more than 1,500 SEC filings from January 2021 through June 2023. Last weekend’s weekend discussion: It’s Mental Health Awareness Month. We’re aware.
Speaker: Tom Bowman, CPA of Bowman & Company
Owners of Public Accounting firms are always telling their clients to work on their business and not in their business, yet many times do not take their own advice. It is possible to run an Accounting Firm and never do tax returns or financial statements! A 4-part Sales Presentation and Client Servicing model.
Speaker: Rita Keller - President of Keller Advisors, LLC
You've worked diligently and have built a glowing reputation grounded in your excellent skills in tax, accounting, and auditing. You have a very successful firm -- but that’s not enough. It's time to embrace a whole new personality as a skilled business consultant and finally become a business consulting firm.
Speaker: Jim Bourke, Managing Director Advisory Services at WithumSmith+Brown
Accountants are the “Trusted Professionals.” Protecting data does not and should not result in a massive disruption to our business model, but instead, should be viewed as an opportunity to get to better know our clients and help them by delivering new services that in the past were never associated with a CPA firm. and more!
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