Going Concern

APRIL 11, 2025

In it, they share some salaries for the 114 placements they made in 2024 including the position and city, like a tax manager in San Francisco getting $145,000 at a mid-size firm and an audit senior in Los Angeles working for $95,000 at a top 25 firm. You get the idea, there are a bunch more in the guide.

audit

CPA Practice

NOVEMBER 11, 2024

In the coming months, my K2 organization and this column will continue to cover useful AI tools for Client Accounting Services (CAS), tax, and audit. Batch Extensions from HubSync : Helps CPA firms prepare extensions in bulk. AuditBoard : Offers robust risk management and audit automation features.

accounting firms

CPA Practice

DECEMBER 3, 2024

The two firms operate as separate legal entities in an alternative practice structure: UHY LLP is a licensed independent CPA firm that performs attest services, while UHY Advisors provides tax and business consulting services through subsidiary entities.

Non-Profits

CPA Practice

JUNE 25, 2025

OBannon LeaseCrunch, a provider of cloud-based accounting software for CPA firms, today announces its rebrand as Crunchafi. The new identity signals a renewed commitment to providing purpose-built solutions that reduce friction, automate complex tasks and empower CPA firms with actionable financial insights.

cpa firm

Going Concern

NOVEMBER 8, 2024

The report also recommends that these private firms be limited to 400 partners, and that they be prevented from offering both audit and non-audit work – like consulting services – to the same client. The PCAOB found that, over a multiyear period, the firm repeatedly failed to make required filings in accordance with PCAOB rules.

Florida

Going Concern

JANUARY 3, 2025

The new platform of roughly 12,000 professionals will include a united Trans-Atlantic advisory and tax practice, as well as independent audit practices. Without an up-to-date audit, as required by law, municipalities and school districts lose an important tool for keeping their budgets in line. SEC ruling should apply to the PCAOB.

auditor

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.

Technology

Accounting Today

JUNE 9, 2025

Gary Boomer June 9, 2025 10:00 AM Facebook Twitter LinkedIn Email As CPA firms grow into the $10 million to $100 million revenue range, operational complexity increases, especially during peak periods like tax season. Identify opportunities Assess pain points in tax, audit, scheduling, and advisory workflows.

Technology

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.

Tax

Going Concern

FEBRUARY 6, 2025

The AICPA Code of Professional Conduct has had robust protections in place regarding outside investment in CPA firms for more than 25 years. Only licensed CPA firms can provide attest services, with clearly defined firewalls required for investors taking a piece or outright control of an entity that provides only non-attest services.

audit

CPA Practice

JUNE 25, 2025

Subscribe Tags:  accountants , Accounting , IMA , Institute of Management Accountants , management accounting Recommended Accounting Articles View All Accounting Articles Auditing June 25, 2025  PCAOB Permanently Bars Repeat Rule-Breaker Michael Studer, CPA, was permanently barred on June 24 and his firm, Michael T.

management accounting

CPA Practice

JUNE 26, 2025

They look beyond what’s working to see what’s possible Mergers and Acquisitions June 25, 2025  RubinBrown Combines With Maggart & Associates in Tennessee The top 40 accounting firm is growing its presence in the Nashville market by joining forces with Maggart, one of the largest CPA firms in the Middle Tennessee region, effective June 2.

Technology

CPA Practice

JUNE 12, 2025

Whether you’re advising on tax strategy, audit readiness, profitability or business continuity, your ability to build trust will set you apart in a profession where more and more compliance work is being automated. Now is the time to strengthen the human side of your client relationships. Ask deeper questions. Anticipate their worries.

Technology

Accounting Today

JUNE 11, 2025

As is common among many accounting firms taking PE capital, Elliott Davis will operate in an alternative practice structure. Elliott Davis, a licensed CPA firm, will continue to provide attest services. Flexpoint had evaluated other CPA firm platforms but with Elliott Davis it was love at first sight.

Technology

Going Concern

OCTOBER 10, 2024

Sign up now to find your next hire. Drop your information here , and we’ll reach out to schedule a call to discuss how Accountingfly can work for you.

Real Estate

CPA Practice

JULY 8, 2025

In this CPE-eligible panel, we’ll unpack firsthand insights from the field.

Technology

CPA Practice

JULY 1, 2025

OBannon AuditBoard , an AI-powered global platform for connected risk transforming audit, risk, and compliance, has appointed Raul Villar Jr., OBannon Auditing June 25, 2025  PCAOB Permanently Bars Repeat Rule-Breaker Michael Studer, CPA, was permanently barred on June 24 and his firm, Michael T.

Technology

Accounting Today

JUNE 9, 2025

audit clients are ready to change firms within the next three years, according to a new report. audit clients are ready to change firms within the next three years, according to a new report. Inflos "Creating a New Audit Experience for U.S. Five percent of respondents answered "nothing."

auditor

Going Concern

DECEMBER 5, 2024

Sign up now to find your next hire. Drop your information here , and we’ll reach out to schedule a call to discuss how Accountingfly can work for you.

Real Estate

Accounting Today

JUNE 9, 2025

By Paige Hagy 9h ago Practice management Boomer's Blueprint: 4 ways algorithms can improve your firm Midsized CPA firms can leverage algorithms for operational excellence across multiple service lines and functions. Gary Boomer June 9 Audit Two-thirds of clients ready to change auditors Seventy percent of U.S.

Tax

Going Concern

APRIL 24, 2025

Naturally, WSJ had the full scoop : Accounting firms Baker Tilly and Moss Adams agreed to merge in a deal valued at roughly $7 billion, which would make it the largest firm in the industry to be partly owned by private-equity investors. The combined firm, which would be the sixth-biggest accounting firm in the U.S.,

audit

CPA Practice

JUNE 17, 2025

This list ranks the top CPA firms by the number of SEC-registered hedge funds audited. Following the recent acquisition of the business of Spicer Jeffries LLP , Cherry Bekaert is now ranked first among middle-market accounting firms.

auditor

Accounting Today

JULY 9, 2025

Madison Street Advisors offers tax planning and preparation, focusing on audit mitigation strategies and reduction of audit profiles. Its team of attorneys, CPAs, and enrolled agents represents clients in disputes with the IRS and state agencies.

accounted

Going Concern

OCTOBER 21, 2024

In a matter of weeks, we should be hearing that the Pentagon has failed yet another audit. Defense One argues this is a good thing : Far from a mere compliance exercise, the cultural and technological changes required to pass an audit are the same ones necessary to keep U.S. forces dominant.

accounted

CPA Practice

JUNE 18, 2025

AICPA Announces Retirement of Carl Peterson, Longtime Advocate for Small CPA Firms The American Institute of CPAs (AICPA) recently announced that Carl Peterson, vice president of small firm interests, will retire June 30. Some 297 business schools worldwide provided responses representing 1,090 programs.

Technology

CPA Practice

JULY 16, 2025

OBannon Firm Management July 15, 2025  The Rise of Non-CPAs in CPA Firm Acquisitions A growing number of non-CPA buyers are acquiring multiple CPA firms to build scalable, regional, and niche accounting businesses. Jason Bramwell Mergers and Acquisitions July 16, 2025  Welch & Co.

Technology

CPA Practice

JULY 1, 2025

audit, tax and advisory firm, today announced its next Management Committee, effective July 1, 2025. audit, tax and advisory firm, today announced its next Management Committee, effective July 1, 2025. audit, tax and advisory firm, today announced its next Management Committee, effective July 1, 2025.

Technology

CPA Practice

NOVEMBER 26, 2024

See, in my world, a portal for your firm should be able to you should be able to have one for all your practice areas. So if you’re doing tax and client accounting services, or CAS and audit and others, you should be able to do that through a single portal, and hub sync gets that done. I’ve known quite a few of them for a lot of years.

Technology

CPA Practice

JULY 14, 2025

The firm also announces the addition of one new partner to its affiliate, Schneider Downs Wealth Management Advisors, LP. The new promotions reach across several areas of the firm’s service offerings, including the firm’s tax, audit and consulting practices, as well as the growing wealth management practice.

West Virginia

CPA Practice

DECEMBER 4, 2024

Top 25 accounting firm Cherry Bekaert has acquired DeBlanc, Murphy & Murphy, a Waldorf, MD-based CPA firm specializing in accounting, tax, and advisory services. market and expand its services offerings, the Raleigh, NC-based firm said in a media release on Dec. Financial terms of the deal weren’t disclosed.

Maryland

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. in Ohio The top 30 accounting firm has its first location in Ohio after merging in Cincinnati-based CPA firm Flynn & Co.

Florida

Accounting Today

JULY 16, 2025

The merger is the third since Armanino received a minority investment from private equity firm Further Global Management last October, helping fuel its aggressive M&A strategy, which has seen the firm finalize over 20 combinations since 2019. Following the deal, Armanino adopted an alternative practice structure.

Technology

CPA Practice

DECEMBER 4, 2024

LeaseCrunch LLC , a leading lease accounting software company with over 650 CPA firm customers, has merged with Finagraph, a software provider specializing in real-time data collection and analysis through integration with industry-leading ERP and accounting systems.

cpa firm

Going Concern

OCTOBER 24, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22557459 Certifications: EA, Intuit Tax Academy Education: MBA Accounting, JD Experience (years): 6 years of overall experience Work experience (detail): Tax senior with a national tax service International tax experience National client tax practice Adept at tax research Client niches: (..)

Real Estate

Accounting Today

JULY 17, 2025

EDT 3 Min Read Facebook Twitter LinkedIn Email Sax, a Top 75 Firm based in Parsippany, New Jersey, has received a minority investment from Cobepa, a private equity firm with offices in Brussels and New York, the latest firm to receive a PE investment. It currently has a little under $4 billion in assets under management.

New Jersey

Accounting Today

JUNE 9, 2025

To start, ownership in a CPA firm is more expensive today than it ever has been. There is more than $15 billion of private capital (more than 1x revenue for the remaining, independent G400) that has decided an ownership stake is worth more than what your firms partnership agreement says it is. Heres a crash course.

accounted

RogerRossmeisl

JUNE 30, 2025

It could lead to audits, back taxes, penalties and even lawsuits. If you’re among them, ensuring these workers are properly classified for federal tax purposes is crucial. Misclassifying employees as independent contractors can result in expensive consequences if the IRS steps in and reclassifies them.

payroll tax