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 24, 2025

If an online shipping company can inject that much personality into something as mundane as postage, whats stopping CPA firms from doing the same? Too often, accounting firms hide behind a veil of professionalism that borders on sterile. Here are five ways CPA firms can embrace that idea: 1. All rights reserved.

cpas

CPA Practice

JUNE 18, 2025

Mary Girsch-Bock AICPA News is a collection of recent announcements and news briefs from the American Institute of CPAs. 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.

accounting and finance

Shay CPA

APRIL 16, 2025

Finding an experienced CPA firm with expertise in supporting VC-backed companies benefits you in a number of ways. In other words, when you choose a CPA, youre choosing someone who has proven their expertise through rigorous testing. Take the tax protections for qualified small business stock (QSBS) as an example.

CPA

CPA Practice

NOVEMBER 19, 2024

Top 60 accounting firm Doeren Mayhew has expanded its footprint in western Michigan by acquiring Biggs, Hausserman, Thompson & Dickinson (BHT&D CPAs), a Saranac-based full-service CPA firm. This opportunity allows us to expand our reach in the Saranac and Ada areas while growing our tax team at the same time.”

Michigan

Going Concern

OCTOBER 21, 2024

ICYMI: American Institute of CPAs (AICPA) and the National Association of State Auditors, Comptrollers and Treasurers (NASACT) suggest state and local governments step it up to beat the talent shortage. But accountants who do government work face unique challenges that require more specialized solutions.

Account

Going Concern

FEBRUARY 6, 2025

Two years ago, two years after the first major private equity investment in a top 20 firm kicked off a flood of similar investments in some of the largest non-Big 4 firms in the country, the AICPA formed a task force to “look into issues raised by private equity investors in accounting.” On paper, anyway.

audit

Accounting Today

JULY 9, 2025

Platform Accounting expands in Chicago Platform Accounting Group building in Holladay, Utah Platform Accounting Group has added Madison Street Advisors, formerly known as McCormick Tax Group, based in downtown Chicago, extending Platforms footprint in the Midwest. All rights reserved. By Chris Gaetano July 9 Like what you see?

Account

Accounting Today

JUNE 9, 2025

By Daniel Hood 35m ago Technology Instead adds AI-driven tax reports The reports harness artificial intelligence to analyze full tax returns to glean tax strategies and missed opportunities. audit clients are ready to change firms within the next three years, according to an Inflo report. All rights reserved.

auditor

CPA Practice

JULY 16, 2025

The need for outsourced services, especially in complex areas of finance, payroll, human resources, tax, fund administration, and nonprofit strategic development outsourcing, is only growing, and this combination allows us to expand our outsourced finance offerings and scale faster to meet this major need.”

Technology

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. All rights reserved.

Account

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 25, 2025

INDIANA The Indiana CPA Society announced its board of directors for 2025–26; on the executive committee: chair Lisa Tressler, partner, RBSK Partners PC; chair-elect Corbin Miller, partner, Insight Accounting Group; vice chairs: Colby Chamberlin, manager, Pile CPAs; E. All rights reserved.

Rhode Island

Withum

MAY 7, 2025

We also added a Chicago office on May 1, 2025, with the merger with the Lincolnshire, IL firm CTM CPAs and Business Advisors. Last year, I, along with Pat, Bill and Jim, were also on Forbes first-ever Top 200 CPAs in America list. To learn more, the entire Best-In-State CPAs list is available on Forbes.

cpas

CPA Practice

JULY 17, 2025

OBannon Mergers and Acquisitions July 17, 2025  Doeren Mayhew Acquires Reimer McGuinness Hess in Texas The top 60 accounting firm has acquired Houston CPA firm Reimer McGuinness Hess CPAs & Advisors, growing its presence in the market, effective July 1. Watch the video, listen to the audio, or read the transcript.

Technology

CPA Practice

NOVEMBER 4, 2024

CBIZ, which is a publicly traded accounting services provider (NYSE: CBZ), has acquired the non-attest business of Marcum, while Kansas City, MO-based CBIZ CPAs (formerly Mayer Hoffman McCann), the national independent CPA firm with which CBIZ has had an administrative service agreement for more than 25 years, has acquired Marcum’s attest business.

Kansas

Going Concern

MARCH 21, 2025

Talent Navigating the Accounting Pipeline Crisis [ CPA Journal ] Anthony J. On September 12, 2024, NASBA and AICPA unveiled their CPA Competency-Based Experience Pathway for public comment. If your firm is hiring, check ’em out! billion this year, amounting to almost 4% of its estimated pre-tax profits for 2025.

Technology

Accounting Today

JUNE 9, 2025

EDT 4 Min Read Facebook Twitter LinkedIn Email Even as accountants worry about a host of pressing issues, there are strong reasons to be optimistic about the future of the profession, according to Mark Koziel the president and CEO of the American Institute of CPAs. All rights reserved. Among the areas he discussed were: 1. Changes at the IRS.

Account

CapataCPA

DECEMBER 12, 2024

Delaware Statutory Trusts (DSTs): A Strategic Option for 1031 Exchange Investors For many real estate investors, the desire to defer taxes on a property sale through a 1031 exchange has proven invaluable. By reinvesting the proceeds into a DST, investors can continue to defer taxes and still satisfy IRS requirements for the exchange.

Delaware

Going Concern

JUNE 13, 2025

The response, sometimes heated, confirmed that this is an issue that employers and individual CPAs are wrestling with. Blick Rothenberg said ‘Making Tax Digital’, which requires taxpayers to report quarterly rather than annually, would not lead to any additional revenue for HMRC. Attention, firms!

CPA

Going Concern

OCTOBER 14, 2024

Bring in the CPAs! Farvis Marvars, an audit, tax, and consulting firm, has launched its first hackathon to enhance cybersecurity solutions. The firm noted that the hackathon is a significant step towards empowering the next generation of cybersecurity professionals and driving impactful change in the industry.

Account

Going Concern

APRIL 4, 2025

Orlando pet supply store, accounting firm file for Ch. CPA Firm Ciuni & Panichi Files Official Notice of Data Breach [ JD Supra ] On April 1, 2025, Ciuni & Panichi, Inc. Several older CPAs have retired and sold or closed their businesses, but they are not being replaced quickly enough. It’s free!

Tax

CPA Practice

JUNE 18, 2025

OBannon For several weeks, the American Institute of CPAs (AICPA), along with various other stakeholders, have raised concerns over proposals to eliminate the pass-through entity tax (PTET) state and local tax (SALT) deduction for specified service trades or businesses (SSTBs). This is an increase from $100,000 and $50,000.

Tax

CPA Practice

JULY 18, 2025

Brian Tankersley , Randy Johnston Mergers and Acquisitions July 17, 2025  Doeren Mayhew Acquires Reimer McGuinness Hess in Texas The top 60 accounting firm has acquired Houston CPA firm Reimer McGuinness Hess CPAs & Advisors, growing its presence in the market, effective July 1. © 2025 Firmworks, LLC.

Technology

Going Concern

NOVEMBER 1, 2024

accounting firms will have either sold an ownership stake or part of their business to private-equity investors, up from zero in 2020, said Allan Koltin, chief executive at advisory firm Koltin Consulting Group. He succeeds Chris Martin, who has taken on a leadership role within the firm’s tax practice, the firm announced.

audit

Going Concern

JULY 18, 2025

Talent We interrupt your regularly scheduled Footnotes to let you know that if your firm is hiring, you’ll want to check out Accountingfly’s top remote accounting candidates of the week. These are hand-picked tax, audit, and accounting professionals with all kinds of experience sure to meet your needs.

audit

Going Concern

MARCH 3, 2025

We should probably talk about this: 25-35 year old accountants/CPAs should be scared right now. Not to be click baity but I had this realization on my way to Los Angeles this morning (buying an accounting firm). Gone are the days where you can work for a CPA firm for 20 years and just be granted partner. Have a good week!

cpas

Accounting Today

JUNE 9, 2025

EDT 4 Min Read Facebook Twitter LinkedIn Email Eric Lee/Bloomberg Senate Republicans intend to propose revised tax and health-care provisions to President Donald Trumps $3 trillion signature economic package this week, shrugging off condemnations of the legislation by Elon Musk as they rush to enact it before July 4. All rights reserved.

Tax

Accounting Today

MAY 19, 2025

The American Institute of CPAs is asking accountants to call on congressional representatives to stop "unfair targeting" of pass-throughs like CPA firms.

accounting firms

RogerRossmeisl

OCTOBER 8, 2020

or a seasoned automotive veteran looking to make a change to an Automotive CPA that understands your business. I’m Roger Rossmeisl, a senior partner with Kho & Patel CPAs with offices in Southern California. we need to talk.

CPA

AdviceForTaxpreparers

SEPTEMBER 8, 2020

Advice for Tax Preparers Making tax preparers lives easier one blog at a time HOME. Earn $20 per Book Promoting My Tax Preparer Book from Home in Your Spare Time. by Bill Meador, CPA, JD. My name is Bill Meador and I am writing a book to help tax staff succeed in a public accounting firm tax department.

tax preparation

AdviceForTaxpreparers

OCTOBER 20, 2014

Many current and future tax CPAs think they can control the flow of their careers when in most cases they are merely in the eye of the hurricane. But that doesn't mean you're without options. click to keep reading.].

cpa firm

CPA Practice

APRIL 9, 2024

By Oren Koren Tax season is underway, which means cyber criminals are hard at work. With the plethora of highly sensitive personal and financial data being shared between firms and clients, it’s the perfect time for bad actors to strike, especially as the April 15th deadline inches closer and CPAs push to get more done with less time.

cpas

CPA Practice

DECEMBER 20, 2023

Top 200 accounting firm Honkamp recently added one of the 20 largest CPA firms in the St. The Dubuque, IA-based firm merged with Schowalter & Jabouri on Dec. The new location will be the first office in Missouri for Honkamp, and the merger increases the firm’s headcount to about 300 employees. Louis office.

cpa firm

TaxConnex

NOVEMBER 15, 2022

Many certified public accountants (CPAs), enrolled agents and other tax preparers and professionals that run accounting and tax preparation firms are constantly looking for new advisory avenues to service clients. One of these new areas, is often sales tax. Tax Code and the IRS). No worries? No knowledge.

accounting firms

CPA Practice

AUGUST 30, 2023

One of the panelists, Jackie Cardello, president and managing partner of Bethesda, MD-based GRF CPAs & Advisors, said the stigma and the stereotype associated with CPAs and accountants—and the profession in general—needs to change, and that change can begin in high school. You don’t have to be a CPA.

cpa firm

BuildYourFirm

OCTOBER 28, 2020

What business owner would not be interested in a 4% corporate tax rate, zero capital gains, and zero dividends tax? Puerto Rico has been willing to supply a lucrative tax incentives because it needs money from business owners and investors here in the US.

corporation tax