Accounting Today

JULY 1, 2025

On Tuesday, Ascend added two other firms : BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1. LLP, an independently owned and licensed CPA firm, will provide attest services, and LMC Advisors LLC will provide tax and business advisory services. As a result.

North Carolina

CPA Practice

NOVEMBER 27, 2023

Top 200 accounting firm H&CO has acquired fellow Florida CPA firm Grennan Fender, which has offices in Orlando and Melbourne. The leadership teams of H&CO and Grennan Fender will work closely to ensure a smooth transition for clients, the firms noted in a news release. The firm had revenue of $31.2

cpa firm

ThomsonReuters

MARCH 26, 2021

Now that tax season is in full swing for many practitioners, you may find yourself questioning if this is the right time to break off and explore starting your own CPA firm. Starting your own CPA Firm: Don’t be afraid of a niche. From there, Linda purchased an unique book of business to launch her own firm. “I

cpa firm

CPA Practice

JUNE 20, 2024

Top 500 accounting firm PAAST, based in Coral Gables, FL, merged with SKJ&T (Sanson, Kline, Jacomino & Tandoc), a CPA firm in Miami, effective May 1. The combined firm continues to work out of their existing offices in Coral Gables and Miami.

cpa firm

CPA Practice

FEBRUARY 6, 2024

Coming on the heels of the acquisitions of a CPA firm in Chapel Hill, NC , and a New York City-based business software consulting firm , top 25 accounting firm Citrin Cooperman on Feb. KMC), a full-service tax, attest, and business advisory firm based in Fort Lauderdale, FL. 1 picked up Keefe McCullough & Co.

Florida

CPA Practice

MARCH 21, 2025

The Troy, MI-based top 40 accounting firm is expanding in Florida by combining with Vero Beach-based CPA firm Kmetz, Elwell, Graham & Associates, effective June 1.

Florida

CPA Practice

MARCH 6, 2023

The partners and employees of Daszkal Bolton have joined the advisory, assurance and tax firm CohnReznick , a leading advisory, assurance, and tax firm, effective March 1, 2023. Daszkal Bolton is a regional South Florida accounting, tax, and advisory firm.

Florida

CPA Practice

JANUARY 8, 2024

Top 200 accounting firm Saltmarsh, Cleaveland & Gund has combined with fellow Florida CPA firm Ruggiero, Martinez & Norton (RM&N), based in Winter Park. We are eager to expand our footprint in Central Florida as part of this merger and are even more enthusiastic to welcome them to their new home at our firm.”

Florida

CPA Practice

NOVEMBER 10, 2023

Top 50 accounting firm HBK CPAs & Consultants has combined with Zapken & Loeb, a Woodbury, NY-based 70-person CPA firm that provides accounting and business consulting services to business owners, executives, and independent professionals. The merger became official on Nov.

New York

CPA Practice

JANUARY 30, 2024

NDH Advisors has acquired Houston-based CPA firm Jain & Jain—the second transaction the Chicago accounting business has made in as many months. Jain & Jain’s clients are primarily based in Texas, Florida, Utah, and Kansas, and represent a diverse mix of industries. Terms of the deal weren’t disclosed.

cpa firm

CPA Practice

SEPTEMBER 13, 2024

Each year, the Pennsylvania CPA Foundation reaches over 9,000 students and educators through in-person events, resource sharing, scholarships, and strategic partnerships with CPA firms and Corporations in PA. The conference is $575 until October 5, 2024, with non-members paying $825 though October 5, 2024

CPA

CPA Practice

JULY 1, 2025

OBannon The Florida Institute of Certified Public Accountants (FICPA) has named Karen Lake, CPA, CFST, as the 98th chair of the organization, effective July 1, 2025. Lake is a Director of Tax Services at Berkowitz Pollack Brant Advisors + CPAs, where she leads the firm’s State and Local Tax (SALT) practice.

Technology

CPA Practice

JANUARY 2, 2024

Founded in 1968, PKF Mueller has offices in Elgin, Chicago and Orland Park, Illinois, as well as an office in Sarasota, Florida. The acquisition strengthens Cherry Bekaert’s reach in the Illinois market, supporting the Firm’s strategic growth plans.

Illinois

CPA Practice

JANUARY 31, 2023

The Florida Institute of Certified Public Accountants (FICPA) on Jan. 25 held its annual in-person advocacy event, Hike the Hill, at the Florida Capitol in Tallahassee. The FICPA was honored to hear a keynote address from Florida Department of Business and Professional Regulation Secretary Melanie Griffin. Ed Hooper, Sen.

CPA

CPA Practice

JULY 8, 2024

Staffing, IRS Service Problems and Leadership Development are Top Issues for CPA Firms, AICPA Survey Finds Finding qualified staff is the top issue for all categories of accounting firms except sole practitioners, according to a biennial survey by the American Institute of CPAs’ firm practice management section.

cpas

CPA Practice

JUNE 3, 2024

Top 100 accounting firm Rea & Associates has merged in Sarasota, FL-based CPA firm Koontz & Parkin, effective June 1. Koontz & Parkin and Rea & Associates will be one firm under the Rea name, continuing to operate out of the Koontz & Parkin office in Sarasota, in addition to Rea’s Ohio offices.

Florida

CPA Practice

MARCH 5, 2024

Top 100 accounting firm HHM CPAs has expanded outside of Tennessee after merging in Pensacola, FL-based CPA firm Bizzell, Neff & Galloway on March 1.

cpas

CPA Practice

MAY 6, 2024

The accounting and advisory firm Marcum LLP has acquired Croskey Lanni, PC, a notable Detroit, Michigan area-based firm with an office in Boca Raton, Florida. Croskey Lanni’s Florida team will also bolster Marcum’s operations in the state.

Michigan

CPA Practice

JUNE 10, 2024

The Public Company Accounting Oversight Board (PCAOB) doled out $150,000 worth of total fines to a Plantation, FL-based CPA firm on June 10 for violations related to quality control, auditing failures, and missing Form AP deadlines.

audit

Canopy Accounting

JULY 3, 2024

Profile Alpine Mar CPA and Advisors , founded by Pablo Martell , is a full-service CPA firm based in South Florida. The firm provides comprehensive tax services, accounting and bookkeeping, fractional CFO services, and transaction advisory services.

CPA

CPA Practice

SEPTEMBER 20, 2024

CPA firms constantly seek ways to boost efficiency, enhance client satisfaction, and drive growth. While technology and strategies play crucial roles, one often overlooked element can be the key to unlocking your firm’s full potential: document management.

Rhode Island

Going Concern

AUGUST 26, 2022

Firm M&A. Baker Tilly Acquires Consulting Firm Management Partners [ CPA Practice Advisor ] The national advisory and CPA firm Baker Tilly US, LLP (Baker Tilly) will acquire Management Partners, effective Oct. With this acquisition, Dark Horse CPAs expands their presence in the Florida market.

CPA

Going Concern

MAY 31, 2023

With their leadership, I look forward to our continued journey creating the advisory CPA firm of the future, today.” Ackerman, CPA Assurance – Real Estate and Construction (Washington, D.C.) Hediger, CPA Assurance – Public Sector (Eau Clare, Wisconsin) Caroline H. Maguire, JD, CPA Tax (Tampa, Florida) Shabinaaz F.

Wisconsin

Going Concern

FEBRUARY 9, 2024

However, the professional services firm refused, after claiming the report contained privileged and confidential information. M&A Citrin Cooperman Increases Florida Presence with Acquisition of Keefe McCullough [ INSIDE Public Accounting ] New York-based IPA 100 firm Citrin Cooperman (FY22 net revenue of $432.4

Technology

CPA Practice

NOVEMBER 1, 2023

Top 60 accounting firm Doeren Mayhew said on Wednesday it has acquired Michael Sorrentino’s practice of Button Eddy & Sorrentino, a CPA firm based in Farmington Hills, MI. million during its most recent fiscal year, has eight offices in four states: Florida, Michigan, North Carolina, and Texas.

Michigan

CPA Practice

SEPTEMBER 6, 2023

Petersburg, Florida from November 5-7. The ITA is an independent, not for profit, professional association of leading CPA firms, consulting firms and technology vendors whose purpose is to share information and build relationships that improve the way its member firms, and their clients, do business.

Florida

Going Concern

OCTOBER 1, 2022

Rehmann, a Top 40 Firm based in Troy, Michigan, is continuing to expand its footprint in Florida by adding Vestal & Wiler, a firm based in Orlando, effective Nov. What is important to remember is that all public accounting firms are not the same. Rehmann merges in Vestal & Wiler [ Accounting Today ].

Non-Profits

CPA Practice

JULY 3, 2024

The right solution also eases the workload on your staff, helping your CPA Firm or Payroll Service Bureau achieve more. Effective payroll software ensures accuracy, compliance, and operational efficiency, providing a competitive edge. It supports client retention, improves ROI, and facilitates business growth.

payroll

CPA Practice

OCTOBER 15, 2024

Along came the devastation of Hurricane Helene and the appropriate extensions granted in seven jurisdictions, including the entire states of Alabama, Georgia, North Carolina, and South Carolina, plus parts of Florida, Tennessee, and Virginia. Batch Extensions from HubSync : Helps CPA firms prepare extensions in bulk.

South Carolina

RitaKeller

FEBRUARY 15, 2021

But you may be surprised by the fact that virtually the entire South American continent is east of Florida. How does all this relate to managing your CPA firm? I believe there are many misconceptions flourishing inside accounting firms. After all, it’s not called Southeast America.

cpas

Going Concern

JUNE 14, 2022

You Big 4 types (and anyone at a CPA firm for that matter) go through your personal hell on a seasonal (or maybe a constant) basis so there’s probably a direct correlation with your usage and the time of year. It’s no surprise. Come hell or high water. Come dependancy [sic.

accounting firms

CPA Practice

JULY 19, 2024

It exists to take the pain out of processes and let professionals working in CPA fi rms and businesses comply with regulations, drive productivity, and better engage with key stakeholders. million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system?

Rhode Island

CPA Practice

SEPTEMBER 25, 2023

Uhl joined BNN in 2022, after spending several years at a Massachusetts- based CPA firm. in Taxation from Florida International University. She has earned the Certified Public Accountant (“CPA”) and the Certified in Financial Forensics (“CFF”) designations. has been promoted to Senior in the tax practice.

New Hampshire

CPA Practice

NOVEMBER 18, 2024

“CRI is the only top 25 firm in the country to grow from a startup to $500 million in a little over 25 years, making it the country’s fastest-growing first-generation firm. Carr, Riggs & Ingram LLC, an independent licensed CPA firm, will provide assurance, attest, and audit services.

forensic accounting

CPA Practice

FEBRUARY 19, 2024

a Top 60 independent Certified Public Accounting (CPA) firm has expanded the leadership team in its Tax Advisory practice through the addition of several new hires. Heidel graduated from Florida State University with a Bachelors in Accounting and Finance and received her Master’s from Wake Forest University.

New Hampshire

Basis 365

AUGUST 21, 2024

Recently, the Florida Department of Law Enforcement (FDLE) arrested a Wauchula man for allegedly defrauding his employer, a school, of over $50,000. Financial Statement Audit: Most audits by CPA firms are initiated by a third party, likely a bank or government requirement. According to the complaint, ".Gray,

accounts payable

CPA Practice

FEBRUARY 1, 2024

a Top 60 independent Certified Public Accounting (CPA) firm has expanded the leadership team in its Tax Advisory practice through the addition of several new hires. Heidel graduated from Florida State University with a Bachelors in Accounting and Finance and received her Master’s from Wake Forest University.

New Hampshire