ThomsonReuters

MARCH 8, 2024

When it comes to changing pre-established practices in your firm, the logistics can feel like a moving target. As busy accountants, it’s easy to get stuck in survival mode. It can take some effort to think outside the box to grow your CPA firm into a truly successful firm of the future.

cpa firm 96

cpa firm CPA Technology Tax 96

CPA Practice

JULY 19, 2023

Top 20 accounting firm Wipfli is combining with Southfield, MI-based CPA firm Clayton & McKervey, effective Sept. Clayton & McKervey is the 259th biggest accounting firm in the U.S. million during its most recent fiscal year, according to INSIDE Public Accounting.

Michigan 97

Michigan cpa firm CPA accounting firms 97

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.

accounting firms 132

accounting firms Account accountant accounted 132

CPA Practice

DECEMBER 20, 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 104

cpa firm CPA Iowa Wisconsin 104

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. Based upon our research and within our industry, we believe Marcum is the best CPA firm in America, and we are proud to become a part of their platform.”

Michigan 64

Michigan accounting firms Florida Account 64

CPA Practice

JUNE 7, 2024

Growth is often top of mind for accounting firm leaders, but what does sustainable growth actually look like in practice? In this Q&A, I asked Jason Blumer, CPA to discuss firm growth and what firms truly need to be able to scale and succeed. This is a majority of our work when we consult with larger firms.

accounting firms 56

accounting firms Account accountant accounted 56

CPA Practice

JULY 6, 2023

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. These firms have different tiers of service that give clients access to networking groups at the higher end.

accounting firms 108

accounting firms Account accountant accounted 108

ThomsonReuters

MAY 22, 2024

In today’s dynamic and competitive business environment, owners and partners of accounting and audit firms should, at least, be considering cloud-based technology as part of their broader strategies. There are, however, other considerations at play and challenges that accounting firm leaders may face when looking to move to the cloud.

accounting firms 52

accounting firms Technology Account accountant 52

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.

cpa firm 80

cpa firm Massachusetts CPA accounting firms 80

CPA Practice

JULY 20, 2023

have announced the launch of the 9 th Annual Accounting Firm Operations and Technology (AFOT) Survey. The survey results eBook, to be released in November 2023, will continue to remain a free resource delivered to practicing accounting, tax and bookkeeping professionals who complete the survey.

accounting firms 72

accounting firms Technology cpa firm Account 72

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

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

FEBRUARY 2, 2023

Top 10 accounting firm CBIZ, which provides financial, insurance and advisory services, has acquired the non-attest assets of Indianapolis-based Somerset CPAs and Advisors, effective February 1, 2023. Concurrent with this transaction, Mayer Hoffman McCann P.C., Concurrent with this transaction, Mayer Hoffman McCann P.C.,

accounting firms 111

accounting firms Account accountant accounted 111

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.

cpa firm 98

cpa firm CPA forensic accounting cpas 98

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.

cpa firm 87

cpa firm CPA Account accountant 87

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

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.

cpa firm 105

cpa firm CPA cpas Maryland 105

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.

cpa firm 98

cpa firm CPA Non-Profits financial statements 98

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. Our combined synergies in nonprofit audit, tax and consulting services will further elevate our client experience.”

New Jersey 64

New Jersey cpa firm CPA forensic accounting 64

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 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

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.

cpa firm 59

cpa firm CPA Real Estate New York 59

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 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.”

cpa firm 59

cpa firm CPA Hospitality Georgia 59

Going Concern

JUNE 13, 2024

Struggling to find remote accountants, CAS experts, auditors, or tax professionals for your firm or internal team? With our Always-On Recruiting service, access a pool of skilled remote accountants without any upfront costs. Accountingfly can help!

Real Estate 58

Real Estate Account accountant accounted 58

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

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

SEPTEMBER 12, 2023

Here are sone Q4 tax deduction examples with a sense of urgency. Last Chance: Unlock Major Tax Deductions Before It’s Too Late! Don’t Miss Out: Final Hours to Maximize Your Tax Deductions! Deadline Approaching: Secure Your Tax Deductions NOW! Act Fast: Time is Running Out to Lower Your Tax Bill!

cpa firm 115

cpa firm CPA accounting and finance cpas 115

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

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.

cpa firm 52

cpa firm CPA Illinois Management Consulting 52

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 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 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.

cpa firm 52

cpa firm CPA Real Estate New York 52

AdviceForTaxpreparers

SEPTEMBER 8, 2020

Advice for Tax Preparers Making tax preparers lives easier one blog at a time HOME. Earn $20 per Book Promoting My Tax Preparer Book from Home in Your Spare Time. by Bill Meador, CPA, JD. My name is Bill Meador and I am writing a book to help tax staff succeed in a public accounting firm tax department.

tax preparation 246

tax preparation Tax cpa firm CPA 246

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

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

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. 1 business management and tax service firm in the country.”

cpa firm 52

cpa firm CPA Entertainment tax consultant 52