CPA Practice

JULY 16, 2025

Jason Bramwell Top 20 accounting firm Armanino has expanded its managed service offerings by joining forces with Strategic Accounting Outsourced Solutions, a specialized outsourced accounting firm. Thanks for reading CPA Practice Advisor! Financial terms of the deal weren’t disclosed.

Technology

Going Concern

DECEMBER 20, 2024

News CPA Canada split from Ontario, Quebec groups becomes official [ Financial Post ] The organizations representing chartered professional accountants in Quebec and Ontario are officially split from Chartered Professional Accountants (CPA) Canada as of Friday. billion in 2024 and could reach $2.36 billion by 2031.

Rhode Island

Going Concern

OCTOBER 18, 2024

Firm Watch Accountancy firm BDO fined €1.3 million for work with Russian-held football club Vitesse [ NL Times ] The fine is regarding the work that BDO did as an accountant for football club Vitesse, and a holding company of the former owner of the club, Russian businessman Valeri Oyf, sources told FD.

audit

CPA Practice

JULY 7, 2025

Surett earned a bachelor’s degree in accounting from Siena College in Loudonville, NY, and an MBA in finance from the State University of New York at Albany. There, he helped integrate the assurance quality control structure and implement the firm’s ASSURE methodology with legacy MUSA teams. a leading private equity firm.

North Carolina

Accounting Today

JUNE 13, 2025

The company is also offering a 100% money-back guarantee for subscribers to its TaxPlanIQ Growth Plan who, over 12 months, complete 12 trainings, present 10 tax plans to verifiable clients or prospects, and participate in five 1:1 tax plan reviews with a TaxPlanIQ Concierge CPA Consultant.

Technology

CPA Practice

JUNE 30, 2025

Δ Thanks for reading CPA Practice Advisor! Jason Bramwell Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. Email This field is for validation purposes and should be left unchanged. Δ © 2025 Firmworks, LLC.

Technology

CPA Practice

OCTOBER 25, 2024

is the latest to enter the private equity frenzy, as the top 50 accounting firm said on Oct. 25 that it has received a strategic growth investment from Lovell Minnick Partners (LMP), a private equity firm focused on investments in financial services, business services, and financial technology companies. 31, weren’t disclosed.

cpa firm

CPA Practice

DECEMBER 6, 2024

Staff report The Public Company Accounting Oversight Board (PCAOB) on Dec. 3 settled disciplinary orders sanctioningNew York-based accounting firm Raines & Fischer and three of its partnersWilliam Fischer, Brian Uhlman, andSteven Sarrelfor violating PCAOB rules and standards.

New York

Accounting Today

JUNE 11, 2025

As is common among many accounting firms taking PE capital, Elliott Davis will operate in an alternative practice structure. Elliott Davis, a licensed CPA firm, will continue to provide attest services. It was founded in 2005 and has offices in Chicago and New York. Flexpoint Ford , with $8.2

Technology

CPA Practice

NOVEMBER 13, 2024

Top 20 accounting firm Citrin Cooperman is continuing its run of acquisitions in 2024 by adding Signature Analytics, a San Diego-based outsourced accounting and advisory firm. Other firms it has acquired include Coleman Huntoon & Brown in Chapel Hill, NC; Mibar in New York City; Keefe McCullough & Co.

California

CPA Practice

NOVEMBER 5, 2024

Top 60 accounting firm KSM (Katz, Sapper & Miller) has expanded its presence in New York after acquiring Shanholt Glassman Klein Kramer & Co. SGKK), a New York City-based CPA firm with a focus on the real estate industry, effective Oct. Financial terms of the deal weren’t disclosed.

New York

Accounting Today

JUNE 6, 2025

CALIFORNIA Janet Shepard Janet Shepard was hired as a business management partner and co-leader of the client accounting services practice at HCVT, Irvine. RRBB opened a new office at 2107 Route 34 in Wall, New Jersey, the firms seventh office.

New Jersey

Accounting Today

JUNE 10, 2025

Plante Moran merges in Tonneson Plante Moran, a Top 25 Firm based in Southfield, Michigan, has added Tonneson + Co, a firm based in Wakefield, Massachusetts, expanding its footprint on the East Coast to the Boston area, effective July 1. Last year, Plante Moran opened its first office in New York City.

New Jersey

Accounting Today

JULY 9, 2025

Platform, based in Holladay, Utah, invests in and acquires smaller accounting firms, frequently rebranding them. In February, the private equity-funded firm added Keystone Advisor Group , formerly known as Heckman & Laudeman, in Orwigsburg, Pennsylvania, in January.

Account

CPA Practice

NOVEMBER 14, 2024

A day after announcing it had acquired Signature Analytics , a San Diego-based outsourced accounting and advisory firm, top 20 accounting firm Citrin Cooperman has gobbled up another firm, this time Owings Mills, MD-based Clearview Group. Clearview’s licensed CPA firm. in Woodbridge, CT.

Maryland

Accounting Today

JULY 16, 2025

In May, Armanino expanded into Utah by adding Cooper Savas LLC , a CPA firm based in Salt Lake City. In February of this year, Armanino acquired Boca Raton, Florida-based ERP and technology consulting firm Complete Business Solutions. Following the deal, Armanino adopted an alternative practice structure.

Technology

Accounting Today

JUNE 23, 2025

Theres vision for you as an individual and then theres vision for your firm. You or at what point did you know you wanted to be managing partner of a CPA firm? I think that the concept of what a managing partner is at accounting firms has changed a little bit over the years to be more really leadership oriented.

accounting firms

Accounting Today

JULY 17, 2025

EDT 3 Min Read Facebook Twitter LinkedIn Email Sax, a Top 75 Firm based in Parsippany, New Jersey, has received a minority investment from Cobepa, a private equity firm with offices in Brussels and New York, the latest firm to receive a PE investment. billion fund. "I

New Jersey

Accounting Today

AUGUST 1, 2025

CANADA The International Accounting Group and TAG Alliances, Vancouver, added four independent accounting firms: AC Globally | Alvarez, Castillo & Asociados in Peru; Fiduciaire Muller & Associés S.A. 20 at the firms headquarters. in Luxembourg; Anant Bhatt LLP in Kenya; and Vesco Giaretta S.p.a. in Albania.

Technology

Accounting Today

JUNE 13, 2025

ILLINOIS Elliot Findlay was named the new chief operating officer and a member of the executive committee at Grant Thornton, Chicago, succeeding Jim Peko, who is now the firms CEO. firm and as a member of the U.S. EY was named one of the Best Workplaces in New York by Great Place to Work, ranking No.

Technology

CPA Practice

NOVEMBER 14, 2024

In one central platform, accountants can quickly onboard new clients, manage their cash and spend, and easily provision permissions across staff. “The Key features include: Easy team provisioning and role-based access management: Manage team access to client accounts with fixed roles for security and efficiency.

Account

CPA Practice

NOVEMBER 4, 2024

Top 15 accounting firm Marcum has officially been absorbed into top 11 firm CBIZ, as the 2.3-billion-dollar The Cleveland-based firm is expected to vault over Grant Thornton for seventh spot in the ranking of the top 10 largest U.S. accounting firms based on revenue. accounting firms based on revenue.

Kansas

Accounting Today

JUNE 6, 2025

Accounting firm-focused payments solutions provider CPACharge announced a new partnership with SafeSend , part of Thomson Reuters. By Paige Hagy 6h ago Practice management On the move: HCVT hired CAS co-leader Grant Thornton names new CFO; CTCPA installs new board of directors; and more news from across the profession.

Technology

Accounting Today

JULY 25, 2025

INDIANA The Indiana CPA Society announced its board of directors for 2025–26; on the executive committee: chair Lisa Tressler, partner, RBSK Partners PC; chair-elect Corbin Miller, partner, Insight Accounting Group; vice chairs: Colby Chamberlin, manager, Pile CPAs; E.

Rhode Island

Accounting Today

JUNE 5, 2025

CPA Timothy Trifilo has been sentenced to 20 months in prison for making a false statement on a mortgage loan application and for not filing an income tax return. New York: Tax preparer Rafael Alvarez, 61, of Cortland Manor, New York, has been sentenced to four years in prison in connection with a decade-long, $145-million tax fraud.

Tax

Going Concern

OCTOBER 25, 2024

Firm Watch Whistleblower says big accounting firm hid evidence that a Saudi co-defendant helped finance 9/11 [ Florida Bulldog ] So this is…a lot. For the second year in a row, New York-based accounting firm PKF O’Connor Davies took the #1 spot on Vault’s Best Overall Internships list.

accounting and finance

CPA Practice

DECEMBER 4, 2024

Top 20 accounting firm Citrin Cooperman has made another acquisition—its ninth in 2024—this time picking up Andsager, Bartlett & Pieroni (ABP), a Providence, RI-based boutique tax firm specializing in high-end tax services for businesses and individuals. Financial terms of the deal weren’t disclosed.

Rhode Island

CPA Practice

NOVEMBER 12, 2024

Top 60 accounting firm KSM (Katz, Sapper & Miller) said on Tuesday it has acquired ValueKnowledge, a Chicago-area valuation and advisory firm, effective Oct. This transaction follows the announcement that New York City-based accounting firm Shanholt Glassman Klein Kramer & Co.

Illinois

CPA Practice

OCTOBER 25, 2024

accounting firm RSM US and the U.K. version of RSM are in “advanced discussions” to merge in a move that would further service their middle-market clients as they expand globally, top seven firm Grant Thornton US said on Oct. Nearly two weeks after it was announced that top five U.S.

audit

Going Concern

NOVEMBER 22, 2024

Audit Large Accounting Firms Will Have to Submit Financial Statements to U.S. Regulator [ Wall Street Journal ] Large accounting firms will have to submit financial statements annually to the U.S. Talent Accountants ramp up offshoring to bring down costs [ Financial Review ] We’re doomed.

auditor

Accounting Today

JUNE 27, 2025

names co-MP By Danielle Lee June 27, 2025 11:37 AM Facebook Twitter LinkedIn Email ICPAS bestows 2025 Lifetime Achievement Award; UHY appoints first chief growth officer; and more news from across the profession. ILLINOIS Joseph Bigane Joseph Bigane III was named the recipient of the Illinois CPA Societys 2025 Lifetime Achievement Award.

Technology

Accounting Today

AUGUST 1, 2025

EDT 5 Min Read Facebook Twitter LinkedIn Email For years, accounting firms have treated marketing budgets as a line-item percentage, often hovering between 2% and 3% of firm revenue. High-growth firms are spending differently, not necessarily more. But recent trends reveal a smarter shift underway. Choose with intention.

Technology

CPA Practice

JULY 23, 2025

The top 100 accounting firm announced last week that it has received a minority investment from Cobepa, a global private equity firm with offices in Brussels and New York.

New York

Accounting Today

JUNE 26, 2025

Fulton, Agoura Hills, indefinite from March 18, 2025; CPA Mark L. 1, 2024; and CPA Walter W. Tuggle, Duluth, indefinite from March 18, 2025; CPA William B. Tomasello, Forest Park, and CPA Victor C. Indiana: CPA Michael M. Missouri: CPA William R. New York: CPA Kimberly Johnson, Bronx, indefinite from Nov.

Tax

CPA Practice

NOVEMBER 8, 2024

KNAV, an Atlanta-based global accounting firm and a top 300 firm in the U.S., has combined with HLG Netherlands, a firm that provides tax, assurance, and advisory services, effective Oct.

New York

CPA Practice

JULY 7, 2025

Ascend has expanded its presence on the East Coast by adding two more accounting firms to its platform—Tronconi Segarra & Associates in Williamsville, NY, and BGW in Charlotte, NC—effective July 1.

North Carolina

CPA Practice

NOVEMBER 22, 2024

Aprio Expands Real Estate Practice with Strategic Hire of Industry Leader James Lockhart Aprio, a top 25 business advisory and accounting firm, is strategically expanding its real estate practice with the addition of James Lockhart as a real estate tax partner based in the firm’s New York City office.

Real Estate