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AuditBoard Appoints Raul Villar Jr. as Chief Executive Officer

CPA Practice

His deep expertise in B2B SaaS and enterprise software makes him an excellent fit for the AuditBoard team. “I Thanks for reading CPA Practice Advisor! 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.

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Should Tax Planners Work with Family Offices? Tax Benefits of Establishing a Family Office

CTP

A family office focuses on managing the wealth and the personal affairs of a family, typically through the services of a large CPA firm. This type of specialized company has been gaining popularity—and many of them have been on the lookout for a tax planner to complete their financial advisory teams. What exactly is a family office?

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Should Tax Planners Work with Family Offices? How Family Offices Work

CTP

Many large CPA firms offer financial advisory services including family office services for high-net-worth families. Adding a knowledgeable tax planner to their team can greatly increase the value the firm provides its clients.

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Professionals on the Move – July 2025

CPA Practice

Patrick Hickman, CPA , joined the firm in 2023 following a decade in public accounting with other firms. Logan Kowcheck, CPA joined Schneider Downs in 2011 in the firm’s audit practice group. Thanks for reading CPA Practice Advisor! She received her B.A. from the University of Findlay, and her M.B.A.

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Therabody Eases Pain of Complex Global Tax Compliance with Avalara

CPA Practice

In 2024, Therabody began using Shopify Plus for its B2B portal along with the retail POS stores. Thanks for reading CPA Practice Advisor! OBannon Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. © 2025 Firmworks, LLC.

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Essential Tips for Q4 Ad Buying for CPA Firms

CPA Practice

By following this structure, you gain actionable tips and insights that you can immediately apply to make the most out of your Q4 advertising budget.

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Bharmal & Associates, Inc. Receives First Reviews on Clutch, Maintains Perfect 5.0-Star Average on the Platform

Bharmal&Associates

From individual tax planning services to complex corporate consulting engagements, we are ready to be your full-service CPA firm. Most successful businesses have opted for investment in B2B providers in recent years, which is why it is essential that you pick the best one. Star Average on the platform.