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

MARCH 15, 2023

Audit firms cannot be owned and operated by non-CPAs, therefore firms that accept majority outside investment, or are hoping to attract it in the future, generally must organize their audit/attest practice independently from their tax/advisory/consulting side, allowing for PE investment in the latter.

accounting firms

CPA Practice

NOVEMBER 28, 2023

Dean Dorton, based in Lexington, KY, and VonLehman CPA & Advisory Firm, based in Fort Wright, KY, announced their marriage on Tuesday. The firm will operate as Dean Dorton and provide accounting, business advisory, and professional services to clients from offices in North Carolina, Indiana, Ohio, and Kentucky.

North Carolina

CPA Practice

JULY 1, 2025

Lake is a Director of Tax Services at Berkowitz Pollack Brant Advisors + CPAs, where she leads the firm’s State and Local Tax (SALT) practice. Prior to joining the firm in 2009, she held positions with Deloitte, KPMG, Arthur Anderson, the Eckerd Corporation and the Florida Department of Revenue.

Technology

Going Concern

OCTOBER 6, 2022

Using the “ find your local salaries ” tool in the salary guide, we tried to find as many LCOL cities as possible with a large public accounting firm presence (Big 4, national, and/or regional) that have starting salaries projected to be higher than the national average. Senior manager/director tax services. Hartford, CT.

public accounting

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

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

Rhode Island

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

Rhode Island

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

Rhode Island

CPA Practice

DECEMBER 10, 2024

Lavine, Lofgren, Morris & Engelberg, LLPPromotes Three to Tax Manager The accounting firm of Lavine, Lofgren, Morris & Engelberg, LLP (LLME), San Diegos largest independent certified public accounting firm, recently announced the promotions of Alex Austin, Sean Nelson and Vanessa Reyes to the position of tax manager.

public accounting

CPA Practice

MAY 10, 2024

Together, with CEO and President Tim Cook, they comprise KSM’s executive committee, the firm’s leadership team. Erin Eberly has been named the partner-in-charge of KSM’s tax services. In this role, Eberly leads tax professionals across the firm to deliver tax compliance and consulting services with excellence.

Tennessee

Going Concern

NOVEMBER 10, 2023

So as a professional in the field is doing research on a particular topic and in the course of a client engagement, they can use this tool to help them respond to those types of inquiries, or to assist in the audit process,” Will Bible, digital transformation and innovation leader, audit and assurance for Big Four accounting firm Deloitte said.

audit

CPA Practice

NOVEMBER 4, 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

OCTOBER 30, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million What software or tools are you using to manage your engagements, or how does your team currently manage client engagements and reporting processes?

Rhode Island