CPA Practice

JUNE 5, 2025

Subscribe Tags:  Technology Recommended Firm Management Articles View All Firm Management Articles Firm Management June 5, 2025  Texas Accounting Firm Brown Graham Celebrates 70th Anniversary Brown Graham has grown into a respected regional firm with offices in Amarillo, Austin, Pampa, Prosper, and Spearman.

Technology

Going Concern

DECEMBER 18, 2024

note: it was at this point we added a Sikich tag to the website because they’re actually doing newsworthy things these days] The acquisition of Rockville, Maryland’s Saggar & Rosenberg was announced in August. Five years ago, Sikich set course to build the countrys preeminent U.S.

Washington

Accounting Today

JULY 21, 2025

To thine own niche be true RS&F employed a direct approach, according to managing partner Jeffrey Rosen, but for the Towson, Maryland-based firm, it was niche-based. Where they differ, of course, is in their specific strategies.

Technology

Going Concern

APRIL 11, 2025

But staff reporting to the overarching Asia-Pacific geographic grouping, which is being pared back significantly, are likely to be part of another round of redundancies at the consulting and accounting giant. Asset Management and PE Practices [ INSIDE Public Accounting ] KPMG LLPof New York has announced three new leaders for its U.S.

audit

Accounting Today

JULY 31, 2025

Lanham, Maryland: Tax preparer Funso Posi Timothy, 60, has pleaded guilty to and was convicted of two counts of filing false returns. For 2021, he filed Maryland returns that included false information to unlawfully inflate refunds and evade taxes. Timothy owned and operated the tax prep business Romaft Taxes from his residence.

Tax

Going Concern

MARCH 7, 2025

Maryland accounting leaders seek new solutions amid historic CPA shortage [ Baltimore Business Journal ] The lack of CPAs has led many local firms to merge, often with private-equity-backed national firms, in order to stay competitive.

Government

Accounting Today

JULY 2, 2025

We could take another week to get this thing right," Harris, a Maryland Republican, said during an appearance on CNBC Wednesday. Representative Andy Harris, the leader of the hardline Freedom Caucus cast doubt on the prospect of Trumps sprawling tax and spending legislation will be completed by July 4.

North Carolina

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.

payroll

CPA Practice

APRIL 16, 2024

My generation is more focused on maintaining that work-life balance,” said Kowal, who works at accounting firm EisnerAmper in Philadelphia. “A Grace Kowal, Molly Kowal’s twin sister, is also an accountant. Still, some firms must turn down potential client work at times.

accounting firms

CPA Practice

MAY 1, 2025

The move, which expands CLA's presence in the Washington D.C.market, is part of the top 10 accounting firm's plan to grow by$1 billionthrough acquisitions over the next five years.

Maryland

CPA Practice

MAY 3, 2023

The leaders and staff of Wise Consulting, a human capital management technology consulting firm, are joining RSM. RSM US LLP acquired the equity of Timonium, Maryland-based Wise Consulting Associates, Inc., on May 1, 2023.

Maryland

CPA Practice

MAY 2, 2024

The Maryland-based accounting firm Simon, Krowitz, Meadows & Bortnick, P.A. The combination brings SKMB’s talented team to Marcum, including two senior advisors and their associates with extensive experience in accounting, assurance, tax services, and business valuations. The terms of the deal remain confidential.

Maryland

CPA Practice

AUGUST 27, 2024

Top 30 accounting firm Sikich on Tuesday said it’s acquiring Saggar & Rosenberg, a full-service CPA firm based in Rockville, MD. Saggar & Rosenberg has six partners, including Managing Partner Sandy Saggar, according to its website, and its size is between 51 and 200 employees, according to the firm’s LinkedIn page.

Maryland

Going Concern

AUGUST 27, 2024

h/t CPA_Dad for tweeting this in our direction Just a few months after #28 IPA Top 100 firm Sikich announced a $250 million capital injection from Bain Capital , the firm has grabbed the basically unknown Saggar & Rosenberg of Rockville, Maryland. Well, Sikich Co-Managing Principal Antony Nettleton knows who they are.

accounting firms

Going Concern

MARCH 15, 2022

A Chicago firm is facing a class-action lawsuit for letting personally identifiable information (PII) and protected health information (PHI) fall into the wrong hands [ PDF here ]. Higgins, CPA, CGMA and reported in Journal of Accountancy. Why Preventing Data Breaches Should be a Top Priority for CPA Firms [ CPA Practice Advisor ].

accounting firms

Going Concern

JUNE 23, 2022

14 or 15 years ago I trolled Bill Sheridan of the Maryland Association of CPAs on Twitter about uncovering a weapons cache they’d stashed on CPA Island, a then-revolutionary virtual space in the game Second Life MACPA had set up for…accounting things. Back in 2008 CPA Island was the first (only?

Maryland

Accounting Today

OCTOBER 1, 2024

The Chicago-based accounting business backed by private equity, has completed the acquisition of a tax preparation, planning, advisory and accounting firm based in Rockville, Maryland.

Maryland

CPA Practice

JULY 10, 2024

Headquartered in Pittsburgh, Pennsylvania, with offices in Columbus, Ohio and Metropolitan Washington, Schneider Downs serves clients in Pennsylvania, Ohio, West Virginia, New York, Maryland and around the world.

accounting firms

CPA Practice

JUNE 7, 2023

We can’t afford to leave anyone behind especially as women are increasingly the decision makers and influencers of accounting firm selection. How would you advise accounting firms on how they can better attract, retain, and advance more women? Read more about the Most Powerful Women in Accounting.

Maryland

CPA Practice

JANUARY 17, 2024

A deal between two Maryland CPA firms commenced a couple weeks ago, as top 300 accounting firm Rosen, Sapperstein and Friedlander (RS&F), based in Towson, acquired Hunt Valley-based Mister, Burton & Associates (MBA). MBA is a longtime, well-respected firm.

Maryland

CPA Practice

OCTOBER 1, 2024

Coming on the heels of its acquisition of Cendrowski Corporate Advisors a couple of weeks ago, private equity backed tax and accounting firm Prosperity Partners said on Oct. 1 that it has acquired Wiener and Garg, a Rockville MD-based tax preparation, planning, advisory, and accounting firm.

Maryland

Going Concern

AUGUST 5, 2022

I was also struck with a sense of deja vu, it looked oddly similar to the Maryland Association of CPAs’ CPA Island in Second Life which existed a whole 15 years ago (when the PS3 was still new). All that to say, I was not initially impressed with this metaverse thing.

Maryland

CPA Practice

AUGUST 30, 2023

One of the panelists, Jackie Cardello, president and managing partner of Bethesda, MD-based GRF CPAs & Advisors, said the stigma and the stereotype associated with CPAs and accountants—and the profession in general—needs to change, and that change can begin in high school.

cpa firm

CPA Practice

JANUARY 18, 2023

Brown holds a bachelor’s degree from the University of Maryland and lives in Chicago with his family. In his role as President and CEO, Brown will play a prominent role in the Society’s growth and evolution. Brown will be the fifth leader of the Illinois CPA Society, and its first Black President and CEO.

Illinois

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

CPA Practice

OCTOBER 23, 2024

See how top accounting firms have reduced Days Sales Outstanding (DSO) and saved time by modernizing their payment workflow. What you’ll discover: Learn strategies for enhancing efficiency at key touchpoints like engagement letters, invoice delivery, payment collection and reconciliation, and more.

Rhode Island

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.

Rhode Island

CPA Practice

JULY 8, 2024

Staffing, IRS Service Problems and Leadership Development are Top Issues for CPA Firms, AICPA Survey Finds Finding qualified staff is the top issue for all categories of accounting firms except sole practitioners, according to a biennial survey by the American Institute of CPAs’ firm practice management section.

cpas

CPA Practice

AUGUST 26, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million How many clients does your firm serve? million – $4,999,999 $5 million – $10,000,000 Over $10 million How many clients does your firm serve?

Rhode Island

CPA Practice

MAY 18, 2023

(Pennsylvania), a graduate of The College of New Jersey with a Bachelor of Science in Business Administration in finance and a Master of Professional Accounting from The Pennsylvania State University, is employed with Merck in West Point, PA.

CPA

CPA Practice

SEPTEMBER 20, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million What is the biggest document challenge your firm faces? million – $4,999,999 $5 million – $10,000,000 Over $10 million What is the biggest document challenge your firm faces?

Rhode Island

CPA Practice

SEPTEMBER 3, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million Which practice management system do you use? million – $4,999,999 $5 million – $10,000,000 Over $10 million Which practice management system do you use?

Rhode Island

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

Going Concern

DECEMBER 5, 2022

Cohen and Company, CPAs of Rockville, Maryland, merged into Marcum effective December 1, adding to Marcum’s presence in the Mid-Atlantic. On Monday, the exchange also announced that it was engaging with the accounting firm Mazars to provide a third-party “factual findings” report.

accounted

CPA Practice

JULY 19, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system? million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system?

Rhode Island

CPA Practice

JUNE 1, 2023

(Pennsylvania), a graduate of The College of New Jersey with a Bachelor of Science in Business Administration in finance and a Master of Professional Accounting from The Pennsylvania State University, is employed with Merck in West Point, PA.

institute of chartered accountants

Going Concern

APRIL 6, 2022

The AP guide was released in November 2021 and estimates that accounting salaries are expected to rise 6.4% Washington, DC; Maryland; and Virginia. Let’s not worry too much about that for the moment, rest assured no matter what the number is I’m sure you’ll be adequately disappointed. salary increase over 2021.

accountant salary