Withum

JUNE 15, 2023

The new leadership board will be run by Caroline Kettering , CPA, Partner, Director of Coaching and Talent Development, Lena Combs , CPA, CGMA, Partner, Practice Leader – Hospitality Services, Rebecca Perreault-Alicea , Esq., LLM, Principal, and Brenna Liana , Senior Marketing Coordinator.

Account 98

Account accountant accounted CPA 98

DentalAccounting

APRIL 13, 2020

On Tuesday, April 14 th , Henry Schein Professional Practice Transitions has invited Lee Pennington, CPA to discuss Paycheck Protection Program (PPP) and Economic Injury Disaster Loan (EIDL) programs within The CARES Act legislation. Lee Pennington CPA LLC in Atlanta, GA and specializes in dental practice accounting.

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BuildYourFirm

MARCH 31, 2020

Tune in to this episode when host Hugh Duffy talks with Irene Waschler of Waschler CPA, LLC about how she got started in the film industry tax credit business. Also, what does the future look like for Waschler CPA? Guest Bio: Irene Waschler CPA, Certified Tax Coach. Society of CPAs South Shore Breakfast Networking Forum.

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Going Concern

DECEMBER 7, 2023

The email from the office of People and Culture also gave a list of work-related activities for employees to consider while the network is down including: CPA and Learning and Development via LINC, LinkedIn Learning, etc Snapshot review, goal setting and coaching meetings Mid-year review documentation and meetings Engagement planning or budget managements (..)

CPA 109

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Summit CPA

AUGUST 23, 2023

The Virtual CPA Success Show: Episode 94 This episode features Greg Cleary, founder of Pinnacle Business Guides , a company that provides coaching and guidance to businesses. Greg shares with Jody and Jamie his entrepreneurial journey and how he became a sales coach for various companies.

CPA 52

CPA Sales 52

DentalAccounting

NOVEMBER 12, 2019

All Dental Accounting Association members are Certified Tax Coaches in addition to being a CPA. Certified Tax Coaches know how to proactively save thousands of dollars that would otherwise be wasted on unnecessary taxes. The post Best States to Practice Dentistry In appeared first on CPA Accountants For Dentists.

New Hampshire 100

New Hampshire Hawaii Minnesota Connecticut 100

Withum

MARCH 7, 2024

Withum is proud to share that the San Francisco Business Times has named Thomas Orosco , CPA and Maggie Wu , CPA to the Inaugural Next Generation in Accounting List. In addition to her efforts in developing talent within the Firm, Maggie also serves as a mentor and career coach for university students.

Real Estate 52

Real Estate Account accountant accounted 52

Going Concern

NOVEMBER 27, 2023

note: the following was submitted as a letter to the editor by William Hahn, CPA (Florida and Ohio). One CPA candidate is able to meet the 150-hour requirement by using dual enrollment credits earned five years ago while still in high school. One CPA candidate might take this online course while another takes the 15-week course.

Florida 113

Florida CPA South Carolina Education 113

Withum

NOVEMBER 9, 2022

Withum is proud to share that CPA Practice Advisor named Jessica Offer on their annual 40 Under 40 List. As a known mentor and recipient of the Client Service Strength Award, she is a role model and resource for staff members, always ready to assist with engagements or personal development and coaching.

CPA 98

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Summit CPA

DECEMBER 16, 2023

Virtual CPA Success Show Podcast Episode 107 Jody and Jamie discuss the importance of marketing for agencies with Logan Lyles , Content Marketing Evangelist. They also weigh in on the benefits of recording and sharing internal meetings and client calls for coaching, training, and building trust with potential clients.

CPA 52

CPA Sales 52

Anders CPA

OCTOBER 3, 2022

Sean McKenzie, CPA, has been named to St. He also builds relationships internally by coaching and mentoring tax staff to help them grow in their careers. The post Sean McKenzie Named To Best Accountants List appeared first on Anders CPA. Louis Small Business Monthly’s Best Accountants list for 2022. Each month, St.

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Account accountant accounted Construction 98

Summit CPA

APRIL 26, 2023

The Virtual CPA Success Show: Episode 79 After a career as an agency owner, Steve Guberman, knows all too well the challenges that digital agency owners face. After selling his agency, Steve founded Agency Outsight , becoming a coach for agency owners who need help navigating the agency landscape and growing their business to that next level.

CPA 52

CPA 52

BuildYourFirm

MARCH 26, 2020

Would you leave a safe and comfortable controller position at a large company to start your own CPA firm? Guest Bio: Luke Gheen, MBA, CPA, Certified Tax Coach. CPA in 2011 to help business owners simplify their accounting, save substantial money in tax, and grow their wealth long-term. Listen to Episode 006.

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BuildYourFirm

APRIL 14, 2020

He is a licensed CPA in Michigan. The main thing I do as far as educating clients is one-on-one-coaching and consulting.” . Outside of work, Corey enjoys craft beer, watching movies with his family, or watching sports at the local brewery. Corey graduated from the University of Michigan. Memorable Quotes: “I’ve always loved craft beer.

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CPA Practice

APRIL 26, 2023

Surgent Accounting & Financial Education , a division of KnowFully Learning Group, has launched CPArescue and CMArescue, custom-tailored exam preparation coaching programs specifically designed to transform a student’s accounting certification journey from failure to passing.

Education 59

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CPA Practice

SEPTEMBER 18, 2023

He was tireless—and successful—in his commitment to making the accounting profession better for all of us,” said Gail Perry, CPA, editor-in-chief of CPA Practice Advisor. Robert Keebler, a partner at Green Bay, WI-based CPA firm Keebler and Associates, called Kess “a wonderful man and one of the visionaries of the profession.” “Sid

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Summit CPA

MARCH 29, 2023

The Virtual CPA Success Show: Episode 77 Do you need to get things done? The Getting Things Done® methodology has been implemented worldwide by more than 2 million people! If you need help getting 2023 off to a productive start, this podcast is for you!

CPA 52

CPA Start-ups 52

Summit CPA

SEPTEMBER 7, 2023

The Virtual CPA Success Show: Episode 99 Laïla von Alvensleben , Remote Work Coach and Collaboration Designer,* joins Jody and Joey to discuss the benefits of asynchronous communication and the use of tools for effective collaboration.

CPA 52

CPA 52

Summit CPA

AUGUST 24, 2023

The Virtual CPA Success Show: Episode 95 Joey Kinney and Jody Grunden interview Tammy Bjelland, founder and CEO of Workplaceless , to discuss the most important lessons for managers to improve engagement with their hybrid team.

CPA 52

CPA 52

CPA Practice

FEBRUARY 13, 2023

Demand for accounting majors remains strong, but many college students are choosing other majors, and fewer accounting majors are interested in public accounting or pursuing a CPA license. Provide mentorship, coaching, learning and development Providing mentorship and coaching to employees is critical to creating an employee-first culture.

CPA 127

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Going Concern

JULY 22, 2022

CPA Canada has shared some Canadian accounting firm hiring trends worth keeping an eye on. Despite their longtime presence in the traditional CPA compensation package, bonuses are being abandoned in some firms, notes Adele Harraway, managing partner, Canadian Accounting Consultants, which specializes in CPA recruitment.

accounting firms 94

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CPA Practice

NOVEMBER 24, 2023

The Indiana CPA Society has announced the winners and finalists for the 2023 INCPAS Awards honoring outstanding CPAs and related professionals in Indiana. This year’s winners were announced at the annual INCPAS CPA Celebration on November 17 at the Crane Bay Event Center.

Indiana 52

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CPA Practice

NOVEMBER 21, 2023

The Indiana CPA Society has announced the winners and finalists for the 2023 INCPAS Awards honoring outstanding CPAs and related professionals in Indiana. This year’s winners were announced at the annual INCPAS CPA Celebration on November 17 at the Crane Bay Event Center.

Indiana 52

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Summit CPA

AUGUST 17, 2023

The Virtual CPA Success Show: Episode 93 Have you ever wondered how a business coach could help your business? Pinnacle Business Guide Peter Van Nest joins Joey and Jody to share his expertise on the five pillars of Pinnacle’s philosophy for achieving business success.

CPA 52

CPA 52

ThomsonReuters

MAY 24, 2021

From a small CPA firm perspective, the intensity of the workload during this extended tax season is like nothing we’ve seen before, compounding already heightened stress levels. As a small CPA firm owner, recognizing the positive impact of mental health on your firm’s performance is the first step to prioritizing it.

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CPA Practice

JULY 25, 2023

Field of Study: Business Management and Organization Register Today Presented by Ryan Lazanis , CPA founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Randy Crabtree CPA, co-founder and partner of Tri-Merit Specialty Tax Professionals is a widely followed author, lecturer, and podcast host for the accounting profession.

Account 52

Account accountant accounted Indiana 52

CTP

NOVEMBER 16, 2023

They are being used by licensed accounting professionals across the country through the Certified Tax Coach program. Our training features live case studies which are real life tax plans that allow you the “hands-on” training typically only offered at large national CPA firms.

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Summit CPA

MAY 10, 2023

The Virtual CPA Success Show: Episode 80 With more than 25 years of experience in the HR field, John Baldino, President of Humareso, is well versed in the people problems and workforce trends that business owners face.

CPA 52

CPA 52

Anders CPA

MAY 11, 2023

The founder and executive consultant behind Erin Joy Executive Consulting & Coaching explained the importance of developing relationships within your business community in ways that build a network that lasts a lifetime. Erin regularly hosts roundtables, group coaching calls as well as live and online events.

CPA 52

CPA Technology 52

CPA Practice

NOVEMBER 17, 2023

After spending nearly 10 years in a business advisory capacity in a fast-growing UK firm, Colin has spent over 25 years creating content for accountants, coaching accountants, and providing communities to enable accountants to collaborate so that they do not have to reinvent the wheel. Gail is a member of the AICPA’s PFS Credential Committee.

Tax 52

Tax Indiana CPA Education 52

Going Concern

JANUARY 23, 2023

Knaggs believes this specific partnership program will add two to five new students a year to Adrian College’s overall enrollment, but expects those numbers will grow in the future with more accounting firms wanting to join in to help educate and advance their employees to CPA status. We have some of the best CPA passage rates in the state.”

accounting firms 98

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Anders CPA

APRIL 4, 2023

Sean McKenzie, CPA, tax principal at Anders, has been named to the St. He also builds relationships internally by coaching and mentoring tax staff to help them grow in their careers. Louisan to Know to Succeed in Business appeared first on Anders CPA. Louis Small Business Monthly’s Top 100 St. The Top 100 St.

Construction 52

Construction CPA Manufacturing public accounting 52

BuildYourFirm

OCTOBER 28, 2020

His practice often receives awards as one of the best CPA Firms in town. Over the past fourteen years, John has “partnered” with Build Your Firm (BYF) exclusively for marketing, coaching and business development. John views BYF as an extension of his practice to operate more successfully and the relationship has been symbiotic.

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Anders CPA

OCTOBER 25, 2023

Anders is proud to announce that Julia Deien , Jason Gotway , Jane Maddox, CPA , and Sean McKenzie, CPA are being named partners of the firm, effective January 2024. He also builds relationships internally by coaching and mentoring tax staff to help them grow in their careers. in Accounting from Saint Louis University.

Real Estate 97

Real Estate Illinois Missouri Construction 97

ThomsonReuters

JANUARY 18, 2024

Accountant vs. CPA vs. tax preparer: What are the differences? According to Pilar Garcia, CPA , Tax and Accounting Executive Editor for Thomson Reuters, “AI, especially generative AI, can propel the accounting profession forward like no other technological advancement since Excel. How can accountants be more efficient?

Account 59

Account accountant accounted tax preparation 59

CPA Practice

NOVEMBER 2, 2023

By Diana Crawford, CPA. Diana Crawford, CPA, is managing partner of Crawford, Merritt & Company, a firm in the Atlanta area that serves unique businesses with unique challenges. She is a business coach who champions her clients to succeed, and a networking titan who has built a firm through relationships.

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CPA Practice

JANUARY 24, 2023

You won’t want to miss the highlights from the latest Top 100… Coming in at #1 this release, is CPA, Jason Staats ( @jstaatscpa on Twitter), Partner at Brenner & Company, LLP , Certified Public Accountants out of Willamette Valley and other locations in Oregon. Jennifer is President and Cash Coach of Jetstream Administration Inc.,

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Account accountant accounted Oregon 115