PKF O’Connor Davies Adds Rainer & Co. in Pennsylvania
CPA Practice
JUNE 2, 2025
The top 30 accounting firm said on June 2 it has acquired Rainer & Co., a regional CPA firm with offices in Newtown Square and West Chester in Pennsylvania.
Accounting is changing, and the world can't wait until 2026
Accounting Today
JUNE 6, 2025
Accounting Accounting firm services Accounting education International accounting Career planning MORE FROM ACCOUNTING TODAY Technology XcelLabs launches to help accountants use AI Jody Padar and Katie Tolin debuted a training and technology platform, in partnership with the Pennsylvania Institute of CPAs and CPA Crossings.
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Accounting Today
JULY 9, 2025
By Chris Gaetano July 9 Practice management Franklin Alliance acquires second firm The PE-alternative Franklin Alliance acquired Robert Morris & Company in New Bloomfield, Pennsylvania, as it aims to create a platform of local CPA firms.
Webinars
AI In Accounting: A Practical Roadmap For Smarter AP
How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology
Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future
Stop Budget Burnout: A Better Way to Grow Your Nonprofit in 2026
IRS FIRE's going out for 2027 tax season
Accounting Today
JULY 9, 2025
By Chris Gaetano July 9 Practice management Franklin Alliance acquires second firm The PE-alternative Franklin Alliance acquired Robert Morris & Company in New Bloomfield, Pennsylvania, as it aims to create a platform of local CPA firms.
Professionals on the Move – July 2025
CPA Practice
JULY 14, 2025
She is a member of the American and Pennsylvania Bar Associations. Patrick Hickman, CPA , joined the firm in 2023 following a decade in public accounting with other firms. in Accounting from West Virginia University, and is a member of the American and Pennsylvania Institutes of Certified Public Accountants.
Professionals on the Move – July 2025
CPA Practice
JULY 25, 2025
She is a member of the American and Pennsylvania Bar Associations. Patrick Hickman, CPA , joined the firm in 2023 following a decade in public accounting with other firms. in Accounting from West Virginia University, and is a member of the American and Pennsylvania Institutes of Certified Public Accountants.
XcelLabs launches to help accountants use AI
Accounting Today
JUNE 6, 2025
XcelLabs provides solutions to help accountants use artificial technology fluently and strategically. The Pennsylvania Institute of CPAs and CPA Crossings joined with Padar and Tolin as strategic partners and investors. "To
M&A roundup: Meaden & Moore; Platform Accounting expand
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.
Friday Footnotes: CPAs Disappearing From CPA Firms; Grant Thornton Tries to Win Grant Thornton | 7.11.25
Going Concern
JULY 11, 2025
Johnson said accounting firms are being more aggressive and strategic in attracting prospective accountants. Talent Attention, firms! If you’re hiring for remote and/or hybrid roles you’ll want to be sure to c heck out Accountingfly’s top candidates of the week. Technology Abacus raises $6.6M
Boomer's Blueprint: 4 ways algorithms can improve your firm
Accounting Today
JUNE 9, 2025
By Paige Hagy June 9 Technology XcelLabs launches to help accountants use AI Jody Padar and Katie Tolin debuted a training and technology platform, in partnership with the Pennsylvania Institute of CPAs and CPA Crossings. By Paige Hagy June 6 Like what you see?
Instead adds AI-driven tax reports
Accounting Today
JUNE 9, 2025
By Paige Hagy June 9 Technology XcelLabs launches to help accountants use AI Jody Padar and Katie Tolin debuted a training and technology platform, in partnership with the Pennsylvania Institute of CPAs and CPA Crossings. By Paige Hagy June 6 Like what you see?
Two-thirds of clients ready to change auditors
Accounting Today
JUNE 9, 2025
By Paige Hagy June 9 Technology XcelLabs launches to help accountants use AI Jody Padar and Katie Tolin debuted a training and technology platform, in partnership with the Pennsylvania Institute of CPAs and CPA Crossings. By Paige Hagy June 6 Like what you see?
Special Report: 2025 Readers’ Choice Awards
CPA Practice
JUNE 30, 2025
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On the move: HCVT hired CAS co-leader
Accounting Today
JUNE 6, 2025
Danielle Lee Managing Editor, Accounting Today mailto linkedin Practice management Career moves Grant Thornton MORE FROM ACCOUNTING TODAY Technology XcelLabs launches to help accountants use AI Jody Padar and Katie Tolin debuted a training and technology platform, in partnership with the Pennsylvania Institute of CPAs and CPA Crossings.
Tech news: Karbon Practice Management evolves into Practice Intelligence
Accounting Today
JUNE 6, 2025
Accounting firm-focused payments solutions provider CPACharge announced a new partnership with SafeSend , part of Thomson Reuters. This acquisition offers users up-to-date U.S. state aviation tax information, which will soon be embedded within the platform.
AICPA News – July 2025
CPA Practice
JULY 7, 2025
Lucas Heilman (Kentucky), a graduate of The University of Kentucky with a Bachelor of Science in accounting and a Bachelor of Business Administration in finance, is employed with Dean Dorton in Lexington, KY. has added a 14th firm to its roster—Raleigh, NC-based Williams Overman Pierce.
Tech News: Prager Metis teams with Kearns Technology
Accounting Today
JUNE 27, 2025
By Danielle Lee 50m ago Technology Tech News: Prager Metis teams with Kearns Technology Plus, K1x launches 1099 aggregator; Ledgre announces tax assistant for rental property owners; and other accounting tech news. Josh Shapiros signature. By Paige Hagy 2h ago Technology Does your app share client data?
On the move: EY names Long Island office MP
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. Brown Plus, Camp Hill, was named one of the Greatest Places to Intern in Pennsylvania in 2025 by the PA Chamber.
On the move: Louis Plung & Co. names co-MP
Accounting Today
JUNE 27, 2025
MASSACHUSETTS CRR, Wakefield, partnered with Liberty Partners to launch a new platform, Bridgepoint Alliance, to help lower-to-middle-market accounting firms reduce the complexities and administrative burdens. He became instrumental in the field of taxation, with a specific focus on state and local taxes. Pittsburgh.
Koziel: There's more upside than downside for accountants
Accounting Today
JUNE 9, 2025
Daniel Hood Editor-in-chief, Accounting Today twitter mailto linkedin For reprint and licensing requests for this article, click here. And if its not, fix it." By Paige Hagy June 6 Like what you see?
Remaking the partnership model for young accountants
Accounting Today
JUNE 9, 2025
By Paige Hagy June 9 Technology XcelLabs launches to help accountants use AI Jody Padar and Katie Tolin debuted a training and technology platform, in partnership with the Pennsylvania Institute of CPAs and CPA Crossings. By Paige Hagy June 6 Like what you see?
On the move: RRBB adds partner
Accounting Today
JULY 25, 2025
Fiona Campbell, Ernst & Young partner based in Melbourne, Australia, was named the new chair of the Forum of Firms by the International Federation of Accountants, succeeding David Isherwood, ethics partner at BDO UK, who has chaired the FoF since November 2017. Read the full story.)
Tax Fraud Blotter: Prep perps
Accounting Today
JUNE 5, 2025
Sirleaf, 65, of Darby, Pennsylvania, has pleaded guilty to a multiyear scheme to help clients file false income tax returns to fraudulently increase their refunds, as well as to filing false personal income tax returns for himself. Philadelphia: Tax preparer James J.
On the move: KPMG elects next Americas chair
Accounting Today
JUNE 13, 2025
PENNSYLVANIA Emily Roman Emily Roman, a manager in the construction industry group and employee benefit plan services group at Boyer & Ritter, Camp Hill, was named a 2025 Woman of Influence honoree by the Central Penn Business Journal. OHIO Cohen & Co.,
M&A roundup: Platform, Earned, Prosperity and RRBB expand
Accounting Today
AUGUST 5, 2025
Platform, based in Holladay, Utah, invests in and acquires smaller accounting firms, frequently rebranding them. Last month, the private equity-funded firm added Madison Street Advisors , formerly known as McCormick Tax Group, based in downtown Chicago, extending Platforms footprint in the Midwest.
Tax Fraud Blotter: Boundless energy
Accounting Today
JUNE 26, 2025
Pennsylvania: CPA Michael A. Yeadon, Pennsylvania: Tax preparer James Jean, 57, has been sentenced to three years in prison, a year of supervised release, a $10,000 fine and restitution of $12,717 for including false energy credits in tax forms that he prepared for clients. New York: CPA Kimberly Johnson, Bronx, indefinite from Nov.
Friday Footnotes: Sage AI Has a “Minor” Issue Sharing Customer Data; KPMG Bigly Improves Audit Quality; Baker Tilly, Not Big 4 | 1.24.25
Going Concern
JANUARY 24, 2025
AI Accounting Firm’s AI Caught Telling Customers About Each Others’ Financial Records [ The Byte ] Sage Group, a self-described “leader” in accounting and financial tech for businesses, temporarily suspended its Sage Copilot AI assistant after it was caught giving out customer’s financial records, The Register reports.
Senate Republicans plan major revisions to Trump tax bill
Accounting Today
JUNE 9, 2025
In contrast, a group of 13 Republican moderates, led by Pennsylvanias Brian Fitzpatrick and Virginias Jen Kiggans, urged senators to make changes that would benefit renewable energy projects, many in Republican districts, that came about through President Joe Bidens Inflation Reduction Act. By Paige Hagy June 6 Like what you see?
On the move: Whitley Penn names global talent partner
Accounting Today
JULY 18, 2025
PENNSYLVANIA Centri, Philadelphia, promoted Zach Hill, Nate Saunders and Kevin Zeina to director. relocate offices; and more news from across the profession. Community Foundation, in honor of Cohen & Co.s founder Ron Cohen, who died in August 2024.
On the move: REDW appoints first OKC principal-in-charge
Accounting Today
JULY 11, 2025
PENNSYLVANIA Maggie Havelka Schneider Downs & Co., OKLAHOMA Kyle Stewart Kyle Stewart was appointed the first principal-in-charge of the Oklahoma City office at REDW Advisors & CPAs.
Employers add 139K jobs, with 3,100 in accounting
Accounting Today
JUNE 6, 2025
Accounting Payroll DoL Employment data Recruiting MORE FROM ACCOUNTING TODAY Technology XcelLabs launches to help accountants use AI Jody Padar and Katie Tolin debuted a training and technology platform, in partnership with the Pennsylvania Institute of CPAs and CPA Crossings.
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.
Trump speeds up tax bill deadline as tentative SALT deal reached
Accounting Today
JUNE 27, 2025
By Danielle Lee June 27 Technology Tech News: Prager Metis teams with Kearns Technology Plus, K1x launches 1099 aggregator; Ledgre announces tax assistant for rental property owners; and other accounting tech news. Josh Shapiros signature. By Paige Hagy June 27 Technology Does your app share client data?
ASL adds talent hub in India
Accounting Today
JUNE 30, 2025
Hyderabad, India Dhiraj Singh/Bloomberg ASL is based in Campbell, Pennsylvania, but has hired professionals in more than 20 states since switching to a hybrid and remote environment in 2020. We remain fully dedicated to growing within the U.S.,
Trump struggles to market his tax law that 61% of voters oppose
Accounting Today
JULY 17, 2025
Vice President JD Vance visited Pennsylvania, a key swing state, on Wednesday to champion the bill and its benefits. Alongside Small Business Administration chief Kelly Loeffler and Republican Representative Rob Bresnahan of Pennsylvania, he urged supporters to go out and tell others about how great the legislation is before the midterms.
Canada drops digital tax that infuriated Trump to restart trade talks
Accounting Today
JUNE 30, 2025
By Danielle Lee June 27 Technology Tech News: Prager Metis teams with Kearns Technology Plus, K1x launches 1099 aggregator; Ledgre announces tax assistant for rental property owners; and other accounting tech news. Josh Shapiros signature. By Paige Hagy June 27 Technology Does your app share client data?
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.
Under pressure, universities rush to cut deals with Trump
Accounting Today
AUGUST 4, 2025
Brown, Columbia and the University of Pennsylvania reached accords over the past month. Cornell and Northwestern, both of which announced steps to address major budget shortfalls this year after the federal government suspended research funds, are now close to agreements with the White House, Bloomberg News has reported.
SCOTUS upholds $8.6B telecom subsidy fund
Accounting Today
JUNE 27, 2025
By Danielle Lee June 27 Technology Tech News: Prager Metis teams with Kearns Technology Plus, K1x launches 1099 aggregator; Ledgre announces tax assistant for rental property owners; and other accounting tech news. telecom subsidy fund By Greg Stohr June 27, 2025, 12:34 p.m. Josh Shapiros signature.
Accounting Firms Continue to Prioritize Work-Life Balance
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 It’s pushing accounting leaders to consider new ways of operating their firms, as young talent gets frequent outreach from competitor firms and recruiters.
Pennsylvania Institute of Certified Public Accountants Issues 2023 State of Pennsylvania Public Accounting Firms Study
CPA Practice
APRIL 26, 2023
The Pennsylvania Institute of Certified Public Accountants , the largest CPA association in Pennsylvania with over 20,000 members, has issued its latest Insights report. The report’s deep dive provides the latest data on compensation across titles, technology adoption, billing model breakdowns, M&A and more.
State CPA Societies in Action: Pennsylvania Institute of CPAs
CPA Practice
NOVEMBER 29, 2023
Founded in 1897, the Pennsylvania Institute of Certified Public Accountants (PICPA) is the second-oldest CPA organization in the U.S. They are also evaluating how they currently engage young people across the state, and are looking to engage students as early as freshmen in high school to drive their interest in accounting careers.
Platform Accounting Group Enters Pennsylvania, Adds Keystone Advisor Group
CPA Practice
FEBRUARY 19, 2025
Holladay, UT-based Platform has entered Pennsylvania for the first time after adding Orwigsburg-based Keystone Advisor Group, formerly known as Heckman & Laudeman.
Accounting Firm Adds New Subsidiary, Schneider Downs Capital
CPA Practice
JULY 10, 2024
The firm also offers risk advisory, wealth management, personal financial services and retirement plan solutions. 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.
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