accounting firms and Vermont - Accountant Advocate

Special Report: 2025 Readers’ Choice Awards

CPA Practice

JUNE 30, 2025

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.

Technology

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On the move: RRBB adds partner

Accounting Today

JULY 25, 2025

TENNESSEE Rodefer Moss & Co, Knoxville, launched Rodefer Moss Transaction Advisors, a dedicated M&A advisory service designed to serve CPA firms with clients that are considering a business transaction.

Rhode Island

Rhode Island Vermont cpas Technology

New GASB Members Named

CPA Practice

NOVEMBER 25, 2024

Before entering the public sector, he was employed as an audit manager with the accounting firm of Deloitte & Touche. He joined the Governmental Accounting Standards Advisory Council (GASAC) in 2011 as a representative of the Government Finance Officers Association (GFOA) and served as chair from 2015-2021.

Wisconsin

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Webinars

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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.

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Prosperity Partners Acquires Danaher Attig & Plante in Vermont

CPA Practice

JUNE 4, 2025

The private equity-backed tax and accounting firm has entered Vermont after acquiring Danaher Attig & Plante, a South Burlington-based public accounting firm.

Vermont

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Hackers Tried to Help This Firm Get Through Their Tax Return Backlog, Fraudulently

Going Concern

AUGUST 14, 2024

Yet another accounting firm has reported a data breach, this time Heier Weisbrot & Bernstein of Gibbsboro, New Jersey and the details are a bit scarier than just bad actors caught digging around in the firm’s files. See our previous coverage of accounting firm data breaches , including biggies at EY and PwC, here.

tax return

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Friday Footnotes: Private Equity DGAF; Controllers Reflect on Their Future Skill Set; PCAOB Does Something | 9.27.24

Going Concern

SEPTEMBER 27, 2024

Providing the capital necessary to fund the retirement plans of the profession’s baby boomer and Gen X partners has been a major reason that accounting firms are turning to private equity — but that in itself will bring structural changes that make it easier to hold all members of the partner group accountable.

audit

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Eliminate Manual Work and Accelerate Accounts Receivable

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

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The Collaborative Accountant

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

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The Hidden Gem to Firm Growth and Smoother Operations

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

Rhode Island South Dakota West Virginia North Dakota

How to Become a Financial Hero to Your SMB Clients

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

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Accountants Aren’t the Most Concerned About AI’s Impact—Except in One State

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

North Dakota Rhode Island South Dakota West Virginia

The new comprehensive document management solution from IRIS

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

Rhode Island South Dakota West Virginia North Dakota

Joshua Lance, Founder of Lance CPA Group, Has Passed Away

CPA Practice

OCTOBER 23, 2023

Throughout that time, I also learned more than I could ever imagine from him,” Curt Mastio, CPA, founder of Founder’s CPA, an accounting firm that offers specialized accounting services to startups and small businesses, and an adjunct professor at Northwestern, wrote in a post on LinkedIn today.

CPA

CPA cpa firm Vermont Start-ups

Checklist: Ensure your firm’s success this upcoming tax season

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

Rhode Island South Dakota West Virginia North Dakota

Transforming Your Firm: The Impact of Smarter Engagements

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

Rhode Island South Dakota West Virginia North Dakota

Accountant Advocate

Special Report: 2025 Readers’ Choice Awards

On the move: RRBB adds partner

Webinars

Trending Sources

New GASB Members Named

Webinars

Mastering U.S. Federal Payroll Compliance

Prosperity Partners Acquires Danaher Attig & Plante in Vermont

Hackers Tried to Help This Firm Get Through Their Tax Return Backlog, Fraudulently

Friday Footnotes: Private Equity DGAF; Controllers Reflect on Their Future Skill Set; PCAOB Does Something | 9.27.24

Eliminate Manual Work and Accelerate Accounts Receivable

The Collaborative Accountant

The Hidden Gem to Firm Growth and Smoother Operations

How to Become a Financial Hero to Your SMB Clients

Accountants Aren’t the Most Concerned About AI’s Impact—Except in One State

The new comprehensive document management solution from IRIS

Joshua Lance, Founder of Lance CPA Group, Has Passed Away

Checklist: Ensure your firm’s success this upcoming tax season

Transforming Your Firm: The Impact of Smarter Engagements

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