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. Review the sales tax payable account. A sales tax payable account is the most neglected balance sheet liability in the GL.

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accounting firms Sales Tax tax return 130

CPA Practice

OCTOBER 2, 2023

one of the most respected accounting and tax firms in Central Massachusetts, recently announced an ownership change and rebranding of the firm as Venning. This strategic move marks a significant milestone in the firm’s growth and evolution, positioning it for even greater success in the future. Venning & Jacques, Inc.,

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cpa firm Massachusetts CPA accounting firms 80

CPA Practice

DECEMBER 28, 2023

ChatGPT ushered in a new era of automation in accounting (link goes to YouTube), for better or worse. In finance and accounting, early adopters have seen the potential of language-based AI interfaces to create scripts and formulas and draft responses to clients. After creating an OpenAI account, users can input any text they want.

accounting firms 119

accounting firms Account accountant accounted 119

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.

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cpa firm CPA Construction Real Estate 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. It’s not glamorous.

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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.

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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. is a full-service accounting and advisory firm serving clients in Kentucky, Indiana, and elsewhere. 1, expanding LBMC’s geographic footprint across multiple states. Strothman & Co.

Kentucky 59

Kentucky cpa firm CPA Indiana 59

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.

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ThomsonReuters

FEBRUARY 28, 2024

Alicia Shaul ’s path to accounting was less than traditional. 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.

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cpa firm CPA Non-Profits financial statements 98

CPA Practice

MARCH 15, 2023

In the past several decades, few topics have driven as much conversation among accounting professionals and firm leaders as has ongoing private equity investment in firms. This phenomenon has caused the profession to rethink the very model of firm ownership, success, partnership and hierarchy.

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accounting firms Account accountant accounted 132

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. The firm has 31 partners and a staff of more than 130 professionals spread throughout offices in Syracuse, Rochester, and Watertown, NY.

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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?

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CPA Practice

NOVEMBER 3, 2023

Top 25 accounting firm Citrin Cooperman has acquired Gettry Marcus, a top 200 CPA firm based in Woodbury, NY. The firm is also considered to have one of the most credentialed business valuation and litigation groups in the New York area. Financial terms of the transaction, which became official on Nov.

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cpa firm CPA Real Estate New York 59

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. The firm’s services include auditing, accounting , reviews, compilations, tax return preparation and planning, forensic accounting, and litigation support.

New Jersey 64

New Jersey cpa firm CPA forensic accounting 64

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. The combination furthers our ability to deliver business advisory, accounting, tax planning, complex audit services, and more during the entire lifecycle of a business.”

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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.

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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.

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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.

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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.”

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CPA Practice

JULY 6, 2023

By Randy Crabtree, CPA. I didn’t realize it at the time, but stepping away from day-to-day operations was one thing managing partners at most modern accounting firms do (see #5 below). Here are seven keys to becoming a modern CPA firm. They also have outsourced accounting services that are billed monthly.

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accounting firms Account accountant accounted 108

ThomsonReuters

DECEMBER 17, 2020

With the recent rash of public company fraud issues that were missed both internally and by external auditors, there has been a lot of negative news coverage for the accounting industry. 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?”,

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CPA Practice

NOVEMBER 2, 2023

Top 25 accounting firm Citrin Cooperman has acquired Gettry Marcus, a top 200 CPA firm based in Woodbury, NY. The firm is also considered to have one of the most credentialed business valuation and litigation groups in the New York area. Financial terms of the transaction, which became official on Nov.

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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.

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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.

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cpa firm Pennsylvania CPA Construction 52

ThomsonReuters

JUNE 16, 2023

Many of today’s accounting professionals have a new perspective on when and how they want to work. Are firms heeding the call? The onset of the COVID-19 pandemic forced countless businesses, including accounting firms, to go remote essentially overnight due to mandated shutdowns and stay-at-home orders.

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accounting firms Account accountant accounted 111

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. The ability to scale more broadly and be part of top-notch firm was another deciding factor.

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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.

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cpa firm CPA accounting firms Account 122

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.

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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.

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cpa firm CPA Non-Profits tax consultant 52

KROST

APRIL 9, 2021

. – KROST CPAs and Consultants, Los Angeles-based firm, receives two new accolades from Accounting Today , Top 100 Firms, and Fastest-Growing Firms in the U.S. The average firm growth was 7.59%, which KROST surpassed with the highest percent change. 1 in the fastest-growing firms list.

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cpa firm CPA Account accountant 89

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

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

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

Accounting Today

JULY 5, 2023

CPA firms have been recruiting more people without accounting degrees and backgrounds as a way to fill their open jobs while expanding diversity in their workforce.

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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

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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.

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CPA Practice

APRIL 1, 2024

Top 25 accounting firm Withum has merged in BBD, a Philadelphia-based boutique accounting, tax, and advisory firm that primarily serves nonprofit and government organizations, effective March 31. What makes this deal convenient for both firms is that they already share an office building, located at 1835 Market St.

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