CPA Practice

JANUARY 11, 2024

The first season of the Canopy Practice Success podcast, which is available on Apple Podcasts , Buzzsprout , and most podcast platforms, features interviews with professionals in the accounting and tax profession including: Stephen Smith, CPA, is the founder of Controllership Solutions in New Jersey.

accounting firms 52

accounting firms North Carolina Account accountant 52

CPA Practice

FEBRUARY 14, 2024

Top 30 accounting firm PKF O’Connor Davies acquired Little Falls, NJ-based SuárezBaldomero, a boutique CPA firm with a growing international clientele, on Jan. Suárez, shareholder at SuárezBaldomero, and all of the firm’s employees have joined PKF O’Connor Davies and remain in their current office in Little Falls. “Now

New Jersey 52

New Jersey forensic accounting cpa firm audit 52

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 firm New York CPA New Jersey 52

CPA Practice

MAY 18, 2023

The American Institute of CPAs has announced the 50 winners of the 2022 Elijah Watt Sells Award. This award is granted to CPA candidates who obtain a cumulative average score above 95.50 across all four sections of the Uniform CPA Examination, pass all four sections on their first attempt and have completed testing in 2022.

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CPA institute of chartered accountants chartered accountant North Dakota 128

CPA Practice

NOVEMBER 24, 2023

Top 35 accounting firm Weaver will be merging in New York-based CPA firm Buchbinder Tunick & Co. This deal expands Weaver’s East Coast presence to five offices, including two in New York City, one on Long Island, one in New Jersey, and one in Washington, D.C.

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. This deal expands Weaver’s East Coast presence to five offices, including two in New York City, one on Long Island, one in New Jersey, and one in Washington, D.C.

New York 52

New York cpa firm CPA Real Estate 52

CPA Practice

MAY 17, 2023

Top 35 firm Aprio has deals in place to grow its presence in the Northeast and Mid-Atlantic regions. The Atlanta-based firm announced on May 16 it is merging with accounting firms Tobin & Collins and Squire, Lemkin + Company. The deals are expected to close on June 1. Terms were not disclosed.

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cpa firm CPA Real Estate New Jersey 52

Going Concern

FEBRUARY 1, 2023

Image via CliftonLarsonAllen CLA has merged with New Jersey’s SobelCo (a firm we’ve heard only good things about) and produced the obligatory press release about the union. Shout out to Allan Koltin, the prenuptial counselor of accounting firm marriages, who helped with the deal.

New Jersey 89

New Jersey Pennsylvania New York cpa firm 89

Going Concern

MAY 20, 2024

PwC is facing legal action claiming the accountancy firm is liable for the alleged rape of a graduate employee following after-work drinks. Illinois CPA Society has issued a new pipeline report: Re-Decoding the Decline. The framework has been rolled out to more than 130,000 EY Assurance professionals.

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audit auditor Account accountant 97

Going Concern

FEBRUARY 28, 2023

There’s a contentious battle raging over the 150 unit requirement for CPA licensure as we speak and in the meantime we have to figure something out to ease the accountant shortage that has a bit more immediate impact (and doesn’t involve paying people more because clearly the firms are not down with that idea).

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Education New Jersey Account accountant 104

Withum

JANUARY 12, 2023

January 11, 2023– Withum, a leading advisory and accounting firm, held its annual State of the Firm event on January 10. This annual meeting was the first Firm event to feature new Managing Partner and CEO Pat Walsh following his transition to the role on January 1. Pat Walsh, CPA Managing Partner and CEO.

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CPA New Jersey payroll accounting firms 112

CPA Practice

NOVEMBER 3, 2023

New York-based CPA firm Grassi announced on Thursday it has established an employee stock ownership plan (ESOP) for its more than 450 employees. In addition, the top 60 accounting firm said it is shifting to an alternative practice structure “ensuring the firm’s independence and strength.”

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cpas New Jersey cpa firm New York 59

CPA Practice

NOVEMBER 2, 2023

New York-based CPA firm Grassi announced on Thursday it has established an employee stock ownership plan (ESOP) for its more than 450 employees. In addition, the top 60 accounting firm said it is shifting to an alternative practice structure “ensuring the firm’s independence and strength.”

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cpas New Jersey cpa firm New York 52

CPA Practice

FEBRUARY 19, 2024

Professionals on the Move is a round-up of recent promotions and staffing announcements from around the accounting and tax profession. a Top 60 independent Certified Public Accounting (CPA) firm has expanded the leadership team in its Tax Advisory practice through the addition of several new hires.

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New Hampshire audit accounting and finance Non-Profits 64

RitaKeller

JULY 13, 2022

I recently read that Sobel , a 190-person CPA firm in New Jersey, closed their office and gave their entire staff the week of July 4th off. .” – Alan Sobel.

New Jersey 45

New Jersey cpa firm CPA accounting firms 45

CPA Practice

JANUARY 11, 2024

Top 60 accounting firm Prager Metis has expanded its presence in North Carolina by combining with Asheville-based Goldsmith Molis & Gray, a full-service tax, accounting, payroll, and consulting firm. New York-based Prager Metis has one other North Carolina office location in Charlotte. The firm also has U.S.

North Carolina 59

North Carolina Nevada Connecticut New Jersey 59

CPA Practice

FEBRUARY 1, 2024

Professionals on the Move is a round-up of recent promotions and staffing announcements from around the accounting and tax profession. a Top 60 independent Certified Public Accounting (CPA) firm has expanded the leadership team in its Tax Advisory practice through the addition of several new hires.

New Hampshire 52

New Hampshire audit accounting and finance Non-Profits 52

Going Concern

JULY 10, 2023

New to Crain’s top 25 is New York-based KPMG. The audit, tax and advisory services firm reported a 6.4% Other leading accounting firms such as New York-based Deloitte and Ernst & Young also reported upticks in their Chicago headcounts. increase in its Chicago workforce, with 2,863 local employees.

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Account accountant accounted CPA 83

CPA Practice

JANUARY 10, 2024

Top 30 accounting firm PKF O’Connor Davies has acquired Silver Springs, MD-based Robert Philipson & Co., an accounting, tax, and management advisory firm that specializes in serving private clients through sophisticated tax services. Financial terms of the deal, which became official on Jan. weren’t disclosed.

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Rhode Island Connecticut Maryland New Jersey 52

CPA Practice

MARCH 13, 2023

Perfetto is a registered CPA and holds a bachelor of science in business administration and accounting from the University of Connecticut. He is also a member of the American Institute of CPAs and the Idaho Society of CPAs. He received his bachelor’s degree in personal finance from the University of San Francisco.

Real Estate 52

Real Estate forensic accounting Connecticut cpas 52

Withum

MARCH 9, 2021

Jim, managing member of Withum Wealth Management and Principal of Withum’s sub-investment advisor Pinnacle Associates, is one of the standout wealth advisors ranked from New Jersey. With over 30 years of financial experience, Jim holds the Chartered Financial Analyst® (CFA®) and Certified Public Accountant (CPA) designations.

New Jersey 97

New Jersey Non-Profits public accounting Legal 97

CPA Practice

JANUARY 4, 2024

Wayne, PA-based Stephano Slack has merged in Morgenstern Waxman Ellershaw (MWE), an accounting firm based in Marlton, NJ. We’re excited to welcome such a strong, capable team to the firm and look forward to supporting them in efficiently and effectively serving their clients.” by revenue.

Real Estate 52

Real Estate New Jersey audit Manufacturing 52

CPA Practice

MARCH 1, 2023

Centri Names Christopher Mora as Chief Revenue Officer Centri Business Consulting, LLC , one of the industry’s fastest-growing and most respected accounting and advisory firms, is excited to announce Christopher Mora, CPA, has been appointed to the position of Chief Revenue Officer (CRO).

North Carolina 52

North Carolina Healthcare Connecticut New Jersey 52

Going Concern

JUNE 30, 2023

The Market Accounting firms question the partnership model [ Financial Times ] Several US accounting firms have taken investments from private equity groups to pay for acquisitions. Private equity has cheque-writing privileges that a partnership doesn’t have,” said Allan Koltin, an accounting sector M&A adviser.

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audit accounting firms Real Estate New Jersey 103

CPA Practice

NOVEMBER 2, 2023

The agency has also recently been honored with awards from other reputable brands such as Daily Report (Georgia), Texas Lawyer, The Recorder (California), National Law Journal (Midwest and Washington, DC), New Jersey Law Journal, New York Law Journal and Connecticut Law Tribune (New England).

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Account accountant accounted Connecticut 75

Going Concern

MAY 8, 2023

This ESPN article about tonight’s draft mentions only “accounting firm.” We feel confident in our ability to overcome any challenges that may present themselves in the future and to remain a supremely attractive place for employees to call home.” Does EY still oversee the NHL draft lottery?

Account 52

Account accountant accounted Tax 52

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.

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North Dakota Rhode Island West Virginia South Dakota 58

Withum

AUGUST 16, 2023

Seton Hall University and Withum announced a pilot program today aimed to ease the burden of fulfilling the 150 credit hours requirement for accounting students. The CPA Pathway Apprenticeship supports the AICPA and NABA’s initiative to help alleviate barriers for students considering a career in public accounting.

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CPA New Jersey Account accountant 98

Going Concern

JULY 1, 2022

Metaverse can’t be built on the corporate business model, says EY Nordic innovation lead [ Cointelpro ] Magnus Jones, Nordic innovation lead at big four accounting firm Ernst & Young (EY), believes that the Metaverse would be led by the younger generation and cannot be built on the same principles of the corporate business model.

Tax 57

Tax Account accountant accounted 57

Withum

MARCH 8, 2021

Jim, managing member of Withum Wealth Management and Principal of Withum’s sub-investment advisor Pinnacle Associates, is one of the standout wealth advisors ranked from New Jersey. With over 30 years of financial experience, Jim holds the Chartered Financial Analyst® (CFA®) and Certified Public Accountant (CPA) designations.

New Jersey 52

New Jersey Non-Profits public accounting Legal 52

CPA Practice

APRIL 23, 2024

By Brianna Kudisch, nj.com (TNS) Recent college graduates can save money on their way to becoming certified public accountants through a new initiative at Rider University. Other schools’ programs focus on a single firm, she said. Seton Hall launched a one-year pilot program for an accounting apprenticeship last year.

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New Jersey Account accountant accounted 116

CPA Practice

MAY 3, 2023

Prior to joining Centri, Blake was an audit partner at BDO USA, LLP, where he drove revenue growth for the firm’s Technology & Life Sciences industry groups. Blake earned a Bachelor of Business Administration in Accounting from King’s College and is a Certified Public Accountant.

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Washington Gambling public accounting New Jersey 78

Going Concern

JUNE 23, 2023

Talent How Can the Accounting Profession Attract a Diverse Generation Z? [ The CPA Journal ] Generation Z is beginning to enter the workforce, bringing with it a demographic shift that will affect every facet of American society, including the accounting profession. My concern is that it goes beyond KPMG.”

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cpa firm CPA auditor North Carolina 101

Anders CPA

DECEMBER 11, 2023

In this podcast episode from the Summit Virtual CFO by Anders Modern CPA Success Show , Tom Wadelton is joined by colleagues, Christy Buchanan and Guillermo Rodriguez , as they discuss the cannabis industry as a niche for accounting firms. Welcome to this episode of the Modern CPA Success Show. So be listening for that.

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South Dakota Legal Texas Missouri 52

Going Concern

OCTOBER 9, 2023

Miller, a veteran finance executive who was lured to EY from the commodities trading firm Cargill, had been lined up to become chief financial officer of the consulting business if the spin-off had gone ahead. EY is an exceptional organisation with thoughtful leaders and I am proud to have been part of their journey.”

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Account accountant accounted Iowa 67

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. Michael Paul Donnelly, Jr.

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institute of chartered accountants chartered accountant North Dakota Wisconsin 111

Going Concern

JANUARY 20, 2023

Practice Management How firms use stay interviews to boost retention [ Journal of Accountancy ] Job interviews have long been an essential part of the hiring process. But now, some public accounting firms are turning the lens on themselves.

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auditor Technology audit financial statements 95