Rehmann Joins Forces With Martinet Recchia in Ohio
CPA Practice
MAY 2, 2025
The Troy, MI-based top 40 accounting firm is combining withMartinet Recchia, a family-owned CPA firm in the Cleveland suburb of Willoughby, OH.
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UHY Adds Flynn & Co. in Ohio
CPA Practice
JULY 1, 2025
in Ohio The top 30 accounting firm has its first location in Ohio after merging in Cincinnati-based CPA firm Flynn & Co. Jason Bramwell Top 30 accounting firm UHY has its first location in Ohio after merging in Cincinnati-based CPA firm Flynn & Co. UHY combined with St.
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Meaden & Moore Acquires ChainRing Advisors in Ohio
CPA Practice
JULY 16, 2025
The top 200 accounting firm said the acquisition supports its continued expansion into business intelligence, technology-enabled advisory, operational excellence and outsourced services.
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KPMG Names Next Management Committee
CPA Practice
JULY 1, 2025
” Thanks for reading CPA Practice Advisor! Subscribe Tags: Accounting , accounting firms , Firm Management , KPMG Recommended Firm Management Articles View All Firm Management Articles AICPA July 1, 2025 AICPA Applauds Senate Passage of Reconciliation Bill, Encourages House Support The U.S.
Armanino Adds Strategic Accounting Outsourced Solutions
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.
Special Report: 2025 Readers’ Choice Awards
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.
Alpine Mar Acquires Elliot Melamed PA in Florida
CPA Practice
JULY 2, 2025
Jason Bramwell Fort Lauderdale, FL-based accounting firm Alpine Mar has expanded its client offerings to include assurance services after acquiring Elliot Melamed PA, a boutique CPA firm in Coral Springs, FL. accounting and finance firms within the next five years. Thanks for reading CPA Practice Advisor!
M&A roundup: Meaden & Moore; Platform Accounting expand
Accounting Today
JULY 9, 2025
In 2021, it acquired Long Cook & Samsa in Wooster, Ohio, and in 2015 it acquired LBC International Investigative Accounting in Canada, London and Paris. Platform, based in Holladay, Utah, invests in and acquires smaller accounting firms, frequently rebranding them. Canada, and the U.K.
How Automation Helped a Firm Save Clients $500,000 on Lease Management
CPA Practice
OCTOBER 29, 2024
GBQ Partners, a full-service accounting firm with over 300 professionals across multiple Ohio offices, has established itself as a trusted advisor to clients in construction and various other industries.
Blue & Co. Merges in Mellen, Smith, and Pivoz
CPA Practice
NOVEMBER 4, 2024
Top 60 accounting firm Blue & Co. has expanded into the Detroit market after combining with Mellen, Smith, and Pivoz (MS&P), a full-service accounting and advisory firm based in Bingham Farms, MI, effective Nov. Carmel, IN-based Blue & Co. Founded in 1970, Blue & Co. Blue & Co.’s
Deloitte Launches Global Agentic Network
CPA Practice
JULY 1, 2025
” Thanks for reading CPA Practice Advisor! in Ohio The top 30 accounting firm has its first location in Ohio after merging in Cincinnati-based CPA firm Flynn & Co. Jason Bramwell Firm Management July 1, 2025 KPMG Names Next Management Committee KPMG LLP, the U.S.
On the move: KPMG elects next Americas chair
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. across four sections of the Uniform CPA Examination, pass the four sections on their first attempt and have completed testing in 2024. OHIO Cohen & Co.,
A strategic reset in federal financial auditing
Accounting Today
JULY 1, 2025
By Michael Cohn 2h ago Accounting IESBA tax planning ethics standards take effect The first global Ethics Standards on Tax Planning are effective. By Michael Cohn 4h ago Practice management UHY adds Ohio firm Top 50 Firm UHY added Cincinnati-based firm Flynn & Company, expanding its reach into Ohio.
KSM Adds Shanholt Glassman Klein Kramer & Co. in New York
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.
Tax Fraud Blotter: Hard lessons
Accounting Today
JULY 21, 2025
Warren, Ohio: Business owner Sidney L. of Warren, Ohio, has pleaded guilty to failing to report three years business earnings to the IRS. Most of the companys income was generated from the Ohio Department of Disabilities, which receives its funding through Ohio Medicaid. Glover Jr., At that time, he also filed for 2017.
IESBA tax planning ethics standards take effect
Accounting Today
JULY 1, 2025
The goal is to help ensure that tax planning decisions take into account the public interest, including a credible basis in laws and regulations and that they take into consideration the potential reputational, commercial, and broader economic consequences to which the tax planning arrangement could give rise.
M&A roundup: LMC, Sorren and Alpine Mar expand
Accounting Today
JULY 1, 2025
Ascend is a strategic partner for regional accounting firms backed by private equity firm Alpine Investors. On Tuesday, Ascend added two other firms : BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1. LMC joined Ascend in 2023. LMC Advisors ranked No.
Tuesday Morning Accounting News Brief: Consultants Probably Won’t Be Cleaning Up Due to Trump’s Hiring Freeze; Where Are We At With 150 and Mobility? | 1.21.25
Going Concern
JANUARY 21, 2025
KPMG UK is under investigation : The accounting firm KPMG is under investigation by the sectors UK regulator over its audit of the 2022 accounts of the gambling company Entain. After graduating from BYU five years ago, she worked as a CPA then gave birth to Tommy. For funsies. NOW GET BACK TO WORK!
On the move: Whitley Penn names global talent partner
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. INDIANA The Indiana CPA Societys CPA Educational Foundation awarded $24,550 in 2025-26 college and CPA exam scholarships.
Friday Footnotes: America Day Weekend Reading | 7.4.25
Going Concern
JULY 4, 2025
. “A suitcase and a dream:” Maz Mwansa’s journey from English accountant to American football [ Panthers.com ] He had a perfectly secure and hard-earned job with a good accounting firm. His cousin said he earned it from his job as an accountant. million, according to Accounting Today.
UHY adds Ohio firm
Accounting Today
JULY 1, 2025
EDT 1 Min Read Facebook Twitter LinkedIn Email UHY added Cincinnati-based firm Flynn & Company, expanding its reach into Ohio. 26 on Accounting Today s 2025 Top 100 Firms list. UHY, based in Farmington Hills, Michigan, ranks No. In December 2024, it took a private equity investment from Summit Partners in Boston.
Senate strips AI provision from tax bill
Accounting Today
JULY 1, 2025
By Michael Cohn 2h ago Accounting IESBA tax planning ethics standards take effect The first global Ethics Standards on Tax Planning are effective. By Michael Cohn 4h ago Practice management UHY adds Ohio firm Top 50 Firm UHY added Cincinnati-based firm Flynn & Company, expanding its reach into Ohio.
Mastering U.S. Federal Payroll Compliance
CPA Practice
OCTOBER 22, 2024
million – $4,999,999 $5 million – $10,000,000 Over $10 million Consent Policy (Required) By downloading this content, you agree to our Terms and Conditions. million – $4,999,999 $5 million – $10,000,000 Over $10 million Consent Policy (Required) By downloading this content, you agree to our Terms and Conditions.
Small business jobs and wages held steady in June
Accounting Today
JULY 1, 2025
Ohio was our top state." Ohio (101.04) regained the top rank among states for small business job growth in June with all sectors other than construction reporting a jobs index above 100. By Michael Cohn 2h ago Accounting IESBA tax planning ethics standards take effect The first global Ethics Standards on Tax Planning are effective.
What Private Equity Means for Accounting Firms: Thought Leaders Explore Pros and Cons
CPA Practice
MARCH 15, 2023
The first major deal by a private equity firm to acquire controlling interest in a top 20 accounting firm happened as recently as 2021, when TowerBrook Capital acquired EisnerAmper’s tax and consulting practice for an undisclosed amount. What size accounting firms are private equity groups eyeing?
AICPA Recognizes Top 2022 CPA Exam Performers with Elijah Watt Sells Award
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.
AICPA Forms Advisory Group to Create Strategy to Address CPA Talent Shortage
CPA Practice
JULY 31, 2023
The American Institute of CPAs (AICPA) has formed an advisory group representing a broad spectrum of the accounting profession that will help shape a national strategy to address the profession’s talent shortage, including accounting students who go on to obtain a CPA license.
Eide Bailly Adds Volpe Brown & Co. in Ohio
CPA Practice
APRIL 28, 2025
a North Canton, OH-based CPA firm with a client base consisting of McDonald's franchise owner-operators, will be joining the top 20 accounting firm on May 5. Volpe Brown & Co.,
GBQ Acquires Talentcrowd in Ohio
CPA Practice
FEBRUARY 10, 2025
The Columbus, OH-based top 100 firm has acquired Talentcrowd, a referral-based hiring platform also based in Columbus that brings tech talent to top companies and teams, effective Jan.
Friday Footnotes: The Profession vs. Gen Z; CPA Firms Get Back to the Office; Deloitte Quits | 6.23.23
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.”
Dean Dorton and VonLehman to Combine on Jan. 1
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.)
Professionals on the Move – August 2024
CPA Practice
AUGUST 9, 2024
CLA Celebrates More than 700 Advancements CLA (CliftonLarsonAllen LLP), the eighth-largest accounting firm in the United States, recently announced more than 700 advancements across the firm. She succeeds Jeffrey Neuman, CPA, JD , who has led the firm since 2000. She is a graduate of Notre Dame College of Ohio.
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BuildYourFirm
JULY 13, 2020
Gary Shamis, Principal at Winding River Consulting, has had an accomplished career in accounting, developing his dad’s bookkeeping firm from $225,000 to roughly $100 million. He built the 37th biggest CPA firm in the country before merging SS&G, Inc. Master of Accountancy, The Ohio State University B.S.
Professionals on the Move – July 2024
CPA Practice
JULY 31, 2024
CLA Celebrates More than 700 Advancements CLA (CliftonLarsonAllen LLP), the eighth-largest accounting firm in the United States, recently announced more than 700 advancements across the firm. She succeeds Jeffrey Neuman, CPA, JD , who has led the firm since 2000. She is a graduate of Notre Dame College of Ohio.
FICPA Names New Chair and Head of Scholarship Foundation
CPA Practice
JULY 1, 2025
OBannon The Florida Institute of Certified Public Accountants (FICPA) has named Karen Lake, CPA, CFST, as the 98th chair of the organization, effective July 1, 2025. Jennifer Keller, CPA was named the 2025-26 chair of the FICPA’s Scholarship Foundation. “It Thanks for reading CPA Practice Advisor!
Here Are the 11 Best Online Master’s in Accounting Programs in 2023, According to Fortune
CPA Practice
MAY 8, 2023
Shortly after Fortune released its ranking of the 100 best companies to work for in 2023, which included a smattering of public accounting firms , the business magazine came out with its inaugural ranking of the best online master’s degree programs in accounting.
Accounting Firm Adds New Subsidiary, Schneider Downs Capital
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.
Friday Footnotes: The Metaverse’s First CPA Firm Gets Sued; CPA Exam Blueprints; Mad Mergers | 1.6.23
Going Concern
JANUARY 6, 2023
So customers have filed more than a half-dozen proposed class actions against the NFL’s Tom Brady, accounting firm Prager Metis and Bankman-Fried as an individual, among others. 2024 CPA Exam Blueprints released [ Journal of Accountancy ]. CLA Acquires Ohio-Based CPA Firm Gilmore Jasion Mahler [ CPA Practice Advisor ].
HBK Merges in New York CPA Firm Zapken & Loeb
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.
Clark Schaefer Hackett to Add CPA Firm Rolfes & Swisher
CPA Practice
JUNE 18, 2024
Top 70 accounting firm Clark Schaefer Hackett & Co. is set to acquire fellow Cincinnati CPA firm Rolfes & Swisher in a deal that will become effective on July 1. Founded in 1938, Clark Schaefer Hackett has 600 employees across 10 offices, which are located in Ohio, Kentucky, Michigan, and one in Mumbai.
Professionals on the Move: Sept 2023
CPA Practice
SEPTEMBER 25, 2023
LLP (Los Angeles, CA, USA – TIAG); Ray Polantz; Cohen & Company (Ohio, USA – TIAG) Felipe Pestana of Grupo Planus (Rio de Janeiro, Brazil – TIAG); and Paul Tauber of Coblentz, Patch, Duffy & Bass LLP (San Francisco, CA, USA – TAGLaw). Barbera holds a Bachelor of Science degree in accounting from the University of New Hampshire.
Friday Footnotes: EY’s Six CEO Candidates; Deloitte UK Partner Payouts Increase Again; IIA Gets Their Way | 9.29.23
Going Concern
SEPTEMBER 29, 2023
CPA Exam Friendly reminder, deadlines to apply for BEC before the new exam in 2024 are quickly approaching. CPA Exam Candidates: You Better Hurry Up and Apply For BEC Before It’s Gone Forever Also, WTF? CPA Exam Candidates: You Better Hurry Up and Apply For BEC Before It’s Gone Forever Also, WTF? Did Exam Costs go up?
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