Going Concern

JULY 11, 2025

Footnotes is a collection of stories from around the accounting profession curated by actual humans and published every Friday at 5pm Eastern. Comments are closed on Friday Footnotes and the Monday Morning Accounting News Brief by default. Talent Attention, firms! percent to 48.4

cpa firm

CPA Practice

JUNE 30, 2025

The awards highlight the most useful technology for firms and clients. From tax prep to asset management, invoicing and portals, and auditing to remote CFO functions, the services the accounting and tax pros provide are dependent on the technologies they use.

Technology

Accounting Today

JUNE 9, 2025

Practice management Technology MORE FROM ACCOUNTING TODAY Accounting Koziel: There's more upside than downside for accountants The profession faces plenty of issues — but many come with strong opportunities, says the AICPA chief. All rights reserved. Gary Boomer Visionary and strategist, Boomer Consulting Inc.

Technology

Accounting Today

JUNE 9, 2025

Danielle Lee Managing Editor, Accounting Today mailto linkedin For reprint and licensing requests for this article, click here. All rights reserved. And this is just the beginning…we have some exciting things on our roadmap and look forward to sharing them very soon!"

Tax

CPA Practice

JULY 7, 2025

Mary Girsch-Bock AICPA News is a collection of recent news briefs from the American Institute of CPAs and the Chartered Institute of Management Accountants. Mary Girsch-Bock AICPA News is a collection of recent news briefs from the American Institute of CPAs and the Chartered Institute of Management Accountants. from spring 2024.

cpas

Accounting Today

JUNE 9, 2025

Audit Audit preparation Client retention MORE FROM ACCOUNTING TODAY Accounting Koziel: There's more upside than downside for accountants The profession faces plenty of issues — but many come with strong opportunities, says the AICPA chief. All rights reserved.

auditor

Accounting Today

JUNE 9, 2025

EDT 7 Min Read Facebook Twitter LinkedIn Email I am optimistic about the "trusted advisor" destination that the accounting profession has marked as its territory, but skeptical of the partnership model as a means of transportation to that promised land. All rights reserved.

accountant

CPA Practice

JULY 25, 2025

Mary Girsch-Bock Professionals on the Move is a round-up of recent hiring, promotion and staffing announcements from around the accounting and tax profession. The firm also announces the addition of one new partner to its affiliate, Schneider Downs Wealth Management Advisors, LP. She received her B.A. from West Virginia University.

West Virginia

Accounting Today

JUNE 6, 2025

ARIZONA The Association for Accounting Marketing Hall of Fame celebrated the 35th anniversary of the annual AAM Summit in Phoenix May 12-14. CALIFORNIA Janet Shepard Janet Shepard was hired as a business management partner and co-leader of the client accounting services practice at HCVT, Irvine. All rights reserved.

New Jersey

Accounting Today

JUNE 6, 2025

Accounting practice management software provider Karbon announced its new Practice Intelligence product, an agentic AI-driven solution thats the next evolution of its Practice Management platform. All rights reserved. Karbon Practice Management evolves into Practice Intelligence product Karbon accepts Talent Visionary Award.

Technology

Accounting Today

JUNE 27, 2025

Prager Metis teams with Kearns Technology to launch "PM IT Services" Top 100 firm Prager Metis announced it has partnered with Canadian IT company Kearns Technology to launch a new company, PM IT Services, a digital solutions provider delivering cybersecurity, cloud modernization and managed IT services across North America and Europe.

Technology

Accounting Today

JUNE 27, 2025

MASSACHUSETTS CRR, Wakefield, partnered with Liberty Partners to launch a new platform, Bridgepoint Alliance, to help lower-to-middle-market accounting firms reduce the complexities and administrative burdens. All rights reserved. He became instrumental in the field of taxation, with a specific focus on state and local taxes.

Technology

Accounting Today

JULY 25, 2025

CONNECTICUT FASB, GASB and FAF logos on the wall at headquarters in Norwalk, Connecticut Courtesy of GASB The Financial Accounting Foundation board of trustees announced it is seeking nominations for new members to join the Financial Accounting Standards Advisory Council for an initial one-year term beginning Jan. All rights reserved.

Rhode Island

Accounting Today

JUNE 5, 2025

Trifilo worked in compliance for several large accounting and finance firms and recently was managing director at a tax firm where he specialized in transaction structuring and advisory service, tax compliance and tax due diligence. All rights reserved. Philadelphia: Tax preparer James J.

Tax

Accounting Today

JUNE 9, 2025

EDT 4 Min Read Facebook Twitter LinkedIn Email Even as accountants worry about a host of pressing issues, there are strong reasons to be optimistic about the future of the profession, according to Mark Koziel the president and CEO of the American Institute of CPAs. All rights reserved.

accountant

Accounting Today

JUNE 13, 2025

GEORGIA NABA president and CEO Guylaine Saint Juste (left) and Bennett Thrasher partner Durran Dunn RTW Photography Bennett Thrasher, Atlanta, announced its philanthropic arm, the Bennett Thrasher Foundation, made an investment in the National Association of Black Accountants. All rights reserved. Read the full story.)

Technology

Accounting Today

JUNE 26, 2025

Pennsylvania: CPA Michael A. Yeadon, Pennsylvania: Tax preparer James Jean, 57, has been sentenced to three years in prison, a year of supervised release, a $10,000 fine and restitution of $12,717 for including false energy credits in tax forms that he prepared for clients. All rights reserved. 14, 2024, and CPA George O.

Tax

Going Concern

JANUARY 24, 2025

Reminder to take our 2025 Predictions for the Accounting Profession survey , its quick we promise. Footnotes is a collection of stories from around the accounting profession curated by actual humans and published every Friday at 5pm Eastern.

audit

Accounting Today

JUNE 9, 2025

In contrast, a group of 13 Republican moderates, led by Pennsylvanias Brian Fitzpatrick and Virginias Jen Kiggans, urged senators to make changes that would benefit renewable energy projects, many in Republican districts, that came about through President Joe Bidens Inflation Reduction Act. All rights reserved.

Tax

Accounting Today

JULY 18, 2025

ALABAMA Machen McChesney, Auburn, promoted: Emma Farris to manager, Mary Elizabeth Bond to supervisor, and Ally Bean, Cole Dewberry and Keeley Leisure to senior accountants. PENNSYLVANIA Centri, Philadelphia, promoted Zach Hill, Nate Saunders and Kevin Zeina to director. All rights reserved. founder Ron Cohen, who died in August 2024.

Indiana

Accounting Today

JULY 11, 2025

PENNSYLVANIA Maggie Havelka Schneider Downs & Co., All rights reserved. OKLAHOMA Kyle Stewart Kyle Stewart was appointed the first principal-in-charge of the Oklahoma City office at REDW Advisors & CPAs. George Kelly was appointed managing partner at SolomonEdwards, Philadelphia.

Oklahoma

Accounting Today

JUNE 6, 2025

The professional and business services sector lost 18,000 jobs in May, but added 3,100 in accounting, tax preparation, bookkeeping and payroll services. All rights reserved. EDT 2 Min Read Facebook Twitter LinkedIn Email The U.S. Department of Labor Andrew Harrer/Bloomberg Employment grew by 139,000 jobs in May, the U.S.

accountant

Going Concern

JULY 4, 2025

Accounting’s talent shortage is undeniable—50% of industry leaders say it takes 60 days or more to fill jobs [ Fortune ] A recent survey from accounting and finance talent outsourcing firm Personiv found that about nine in 10 finance leaders (87%) acknowledged a shortage exists, a rate that’s been on a steady upward climb from 63% back in 2020.

Ohio

Accounting Today

JUNE 27, 2025

Nacha Cattan and Erik Wasson Bloomberg News Tax Trump tax plan SALT deduction MORE FROM ACCOUNTING TODAY Tax Senate GOP nears finish line on Trump's big, beautiful bill Senate Republicans appear to be making progress in resolving differences with House Republicans in the state and local tax deduction and other matters.

Tax

Accounting Today

JUNE 30, 2025

team and its clients within assurance, tax, advisory and accounting solutions service lines. Hyderabad, India Dhiraj Singh/Bloomberg ASL is based in Campbell, Pennsylvania, but has hired professionals in more than 20 states since switching to a hybrid and remote environment in 2020. All rights reserved. ASL Global will support the U.S.

Technology

Accounting Today

JULY 17, 2025

Vice President JD Vance visited Pennsylvania, a key swing state, on Wednesday to champion the bill and its benefits. Alongside Small Business Administration chief Kelly Loeffler and Republican Representative Rob Bresnahan of Pennsylvania, he urged supporters to go out and tell others about how great the legislation is before the midterms. "We

Tax

Accounting Today

JUNE 30, 2025

Melissa Shin and Derek Decloet Bloomberg News Tax Donald Trump Canada MORE FROM ACCOUNTING TODAY Tax Senate GOP nears finish line on Trump's big, beautiful bill Senate Republicans appear to be making progress in resolving differences with House Republicans in the state and local tax deduction and other matters. All rights reserved.

Tax

CPA Practice

OCTOBER 22, 2024

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payroll

Accounting Today

JUNE 27, 2025

Greg Stohr Bloomberg News Tax SCOTUS Technology, media and telecom MORE FROM ACCOUNTING TODAY Tax Senate GOP nears finish line on Trump's big, beautiful bill Senate Republicans appear to be making progress in resolving differences with House Republicans in the state and local tax deduction and other matters. All rights reserved.

Technology

CPA Practice

APRIL 16, 2024

The Philadelphia Inquirer (via TNS) Molly Kowal decided to become an accountant in part because she knew it would be a stable career. My generation is more focused on maintaining that work-life balance,” said Kowal, who works at accounting firm EisnerAmper in Philadelphia. “A By Lizzy McLellan Ravitch.

accounting firms

CPA Practice

APRIL 26, 2023

The Pennsylvania Institute of Certified Public Accountants , the largest CPA association in Pennsylvania with over 20,000 members, has issued its latest Insights report. The report’s deep dive provides the latest data on compensation across titles, technology adoption, billing model breakdowns, M&A and more.

Pennsylvania

CPA Practice

NOVEMBER 29, 2023

Founded in 1897, the Pennsylvania Institute of Certified Public Accountants (PICPA) is the second-oldest CPA organization in the U.S. They are also evaluating how they currently engage young people across the state, and are looking to engage students as early as freshmen in high school to drive their interest in accounting careers.

Pennsylvania

CPA Practice

FEBRUARY 19, 2025

Holladay, UT-based Platform has entered Pennsylvania for the first time after adding Orwigsburg-based Keystone Advisor Group, formerly known as Heckman & Laudeman.

Pennsylvania

CPA Practice

JULY 10, 2024

Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit, and consulting services to public and private companies, not-for-profit organizations and global companies.

accounting firms

CPA Practice

MAY 18, 2023

Victoria Saravia Bazoberry (New York), a graduate of the University of Notre Dame with a Bachelor of Business Administration in accountancy, is employed with KPMG LLP in New York, NY. Sells, one of the first CPAs in the U.S., was active in the establishment of the AICPA and played a key role in advancing education within the profession.

CPA

CPA Practice

FEBRUARY 7, 2023

The Hawaii Society of Certified Public Accountants is offering a webinar on February 17, 2023 titled Schedules K-2 and K-3: Why Even Partnerships and S Corporations with No Foreign Activities or Members May Need to Prepare These Forms. The Minnesota CPA and the MNCPA CPAPAC are offering CPA Day at the Capitol.

CPA

Going Concern

MARCH 7, 2023

A 55-year-old Philadelphia woman is being charged with ethnic intimidation and harassment — a hate crime under Pennsylvania law — after an unhinged, racist rant in a pizza shop brought on by Spanish language programming on the shop’s television. I’m not giving my money to some illegal immigrant. You’re in America.

CPA