CPA Practice

NOVEMBER 28, 2023

It’s not quite a “ mega merger ,” but a top 100 CPA firm and a top 200 CPA firm will be merging on Jan. Dean Dorton, based in Lexington, KY, and VonLehman CPA & Advisory Firm, based in Fort Wright, KY, announced their marriage on Tuesday. Photo courtesy of Dean Dorton.)

North Carolina 105

North Carolina Kentucky Indiana Ohio 105

CPA Practice

APRIL 5, 2023

The Illinois CPA Society (ICPAS)—one of the largest state societies serving the certified public accountant (CPA) community—is excited to announce its 2022 Excel Award recipients. Gillen – Deloitte LLP | Indiana University Bloomington Bronze Medal Gabriel Otto – Baker Tilly US LLP | Holy Angel University Excel Award William A.

Illinois 52

Illinois CPA Indiana cpas 52

CPA Practice

FEBRUARY 7, 2024

Top 300 accounting firm Kruggel Lawton CPAs said on Feb. 6 that it’s combining with Cole Gavlas, a Portage, MI-based firm that provides a wide range of accounting services to their clients, including tax, business advisory, financial management, and other advisory offerings.

cpa firm 64

cpa firm Michigan CPA Indiana 64

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

JUNE 21, 2023

Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She is a proud University of Michigan alumna and football fan.

Tax 80

Tax Technology Indiana Michigan 80

CPA Practice

OCTOBER 4, 2023

Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. Gail is a member of the AICPA’s PFS Credential Committee.

Tax 52

Tax Indiana New Hampshire CPA 52

CPA Practice

JULY 25, 2023

Field of Study: Business Management and Organization Register Today Presented by Ryan Lazanis , CPA founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Since 2019, he has hosted the weekly “The Unique CPA” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score).

Account 52

Account accountant accounted Indiana 52

CPA Practice

NOVEMBER 17, 2023

The standard business model for accounting firms is reactive and transactional – and it’s on life support. When you transform your firm, you transform your life. Join this hard-hitting and practical webinar and learn proven strategies to eliminate the tax season pit in your stomach and transform your firm – once and for all.

Tax 52

Tax Indiana CPA Education 52

CPA Practice

FEBRUARY 16, 2023

He leverages his expertise in areas such as client success, learning and development, and sales to help new and existing customers make an immediate impact in their firms using the SafeSend Suite. Since 2012, he has held many roles at SafeSend, but most enjoys helping firms design workflows that best complement their specific needs.

Technology 52

Technology Tax Indiana CPA 52

CPA Practice

AUGUST 18, 2023

He is a recognized industry speaker and thought leader, and enthusiast for emerging technologies that impact tax and accounting firms. Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars.

Technology 52

Technology Indiana Michigan E-commerce 52

CPA Practice

AUGUST 15, 2023

Jared Ballew, 2022-23 Chair of the ETAAC and Vice President of Government and Industry Relations at Taxwell; and Ann Campbell, CPA CIA and Drake Software Trainer will share an overview of the cyber threats that taxpayers and tax professionals face daily. Gail Perry is the editor-in-chief of CPA Practice Advisor.

Tax 52

Tax North Carolina Indiana CPA 52

CPA Practice

JULY 31, 2023

Peter received his Bachelor’s degree from Duke University and his Master’s degree from Indiana University School of Business. Sachs earned a BS, Business Administration – Accounting, from the Sacramento State College of Business Administration. He is a licensed CPA and a member of ACG San Francisco. She is a licensed CPA.

Real Estate 97

Real Estate West Virginia Manufacturing audit 97

Going Concern

AUGUST 29, 2023

I’m involved in recruiting for one of the largest accounting firms in Connecticut. Yes, accountants have incredible lifetime earning potential. Yes, CPAs do even better over a lifetime. Way to minimize the reality for countless public accountants. The CPA exam is hard. Also, the CPA exam is hard.

Account 113

Account accountant accounted public accounting 113

CPA Practice

AUGUST 10, 2023

In a deal involving two of the 75 largest accounting firms in the U.S. by revenue, Raleigh, NC-based Cherry Bekaert said on Thursday it has acquired Louisville-based firm MCM CPAs & Advisors. million in revenue during its most recent fiscal year, making it the 75th largest firm in the U.S.

cpas 52

cpas Kentucky Indiana Ohio 52

CPA Practice

NOVEMBER 8, 2023

As the entire accounting profession was pivoting to providing remote and digital services, ITA was in the grips of a different type of problem. By the end of May 2020, it was obvious we weren’t going to be able to get together, so we planned our first virtual conference in August.”

Indiana 111

Indiana accounting and finance Education Technology 111

Going Concern

MARCH 2, 2023

(“MHM”) has updated its logo to represent the dynamic firm’s strong, sustained growth as well as its ongoing upward trajectory. The contemporary look reflects MHM’s rich history dating back to 1954 and rise to becoming a top national accounting firm. With a 69-year legacy, MHM remains an accounting firm with a strong reputation.

Indiana 62

Indiana cpa firm accounting firms Transportation 62

Going Concern

MARCH 24, 2023

Reminder: you have until April 17 to weigh in on a proposal to extend the CPA exam window Practice Is it time for firms to transform their business model? Journal of Accountancy ] Pandemic pressures have worn the workforce thin, and the economy is in the thick of rapid, radical change. CLA, 8th Largest U.S.

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auditor audit Entertainment Real Estate 104

Going Concern

JANUARY 19, 2024

Practice Protecting tax accounting information: Best practices for IT professionals in data security and confidentiality [ Thomson Reuters ] Accounting firms are entrusted with a wealth of sensitive financial data, including tax records, income statements, and other confidential information. Office Space Exclusive: S.F.

Arizona 100

Arizona accounting and finance audit auditor 100

CPA Practice

JANUARY 17, 2024

While not first, accountants were the third-most worried about AI, according to the study. DevRev said, “AI is used in accounting firms to generate financial reports and arrange expenses efficiently.

North Dakota 58

North Dakota Rhode Island West Virginia South Dakota 58

CPA Practice

APRIL 10, 2024

Since 2012, he has held many roles at SafeSend, but most enjoys helping firms design workflows that best complement their specific needs. Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars.

Tax 52

Tax Indiana tax return Technology 52

CPA Practice

JUNE 1, 2023

(NABA) National Association of Enrolled Agents (NAEA) National Association of Tax Professionals (NATP) National Conference of CPA Practitioners (NCCPAP) National Society of Accountants (NSA) National Society of Black Certified Public Accountants, Inc. Kyle Jakubeck (Missouri), a graduate of The University of Missouri-St.

institute of chartered accountants 111

institute of chartered accountants chartered accountant North Dakota Wisconsin 111

Going Concern

OCTOBER 11, 2022

note: the following is penned by Bob Jennings CPA, EA for his Taxspeaker.com newsletter. The AACSB only accredits those schools providing the Big 4 demanded curricula, eliminating from accreditation any school offering alternative small-business accounting education tracks to the exclusion of nearly ½ of American businesses.

Education 103

Education Account accountant accounted 103

Going Concern

AUGUST 14, 2023

The Times Union of Albany wrote about local firm BST and its enthusiasm for women in leadership : A Latham-based accounting firm is touting the number of women it employs in leadership positions, which some partners at the firm say has been partly driven by a longtime practice of letting women with children work from home. .”

audit 52

audit Account accountant accounted 52

Going Concern

SEPTEMBER 2, 2022

KPMG UK unveils executive committee reshuffle [ Accountancy Today ] KPMG UK has announced a raft of new executive committee appointments, effective 1 October, which will reportedly support its strategy and growth under Jon Holt’s leadership. Accounting Firm M&A. What Reddit’s Been Up To This Week.

North Carolina 98

North Carolina Tax Idaho audit 98