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. Must be an INCPAS member.

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CPA Practice

FEBRUARY 7, 2024

Also a member of the BDO Alliance, Kruggel Lawton currently has three offices in Indiana and one each in Michigan and Tennessee. This is a great opportunity not only for our team but for our clients, and I look forward to continuing to serve our communities together.”

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CPA Practice

MAY 21, 2024

Vision 2027: Shaping the Future of Accounting — Innovation, Diversity & Leadership brought together a variety of stakeholders in the profession, including: the Association of Latino Professionals for America (ALPFA), The Center for Audit Quality, Indiana Chamber of Commerce Institute for Workforce Excellence, NABA Inc.,

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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.

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CPA Practice

JULY 17, 2024

Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. Gail is a member of the AICPA’s PFS Credential Committee.

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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.

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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.

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CPA Practice

JULY 31, 2023

Peter received his Bachelor’s degree from Duke University and his Master’s degree from Indiana University School of Business. Valene Faulkner Joins Firm as Manager of Tax Advisory Services Schneider Downs & Co. announced that Valene Faulkner, CPA, has joined the firm as Manager of Tax Advisory Services.

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RitaKeller

APRIL 24, 2023

” – David Bowie The work is boring for a new college graduate entering a CPA firm. That statement came from a good article by Gary Bolinger, past CEO of the Indiana CPA Society. “I don’t know where I’m going from here, but I promise it won’t be boring.”

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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.

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payroll Rhode Island West Virginia South Dakota 52

RitaKeller

JUNE 10, 2021

I know first-hand how much the Ohio and Indiana Societies help and support the Ohio and Indiana Chapters of CPAFMA. This session ( Elevating & Embracing Your Role ) is especially helpful if you are new to the role and new to the CPA profession. She will discuss: who in your firm supports and encourages the managing partner?

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CPA Practice

MAY 20, 2024

Top 60 accounting firm KSM (Katz, Sapper & Miller) is expanding into Ohio as it is set to add Cincinnati-based CPA firm Cassady Schiller on May 31. Headquartered in Indianapolis, KSM also has Indiana offices in Evansville and Fort Wayne, as well as offices in Oklahoma City and New York City.

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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?

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Going Concern

MARCH 2, 2023

(“MHM”) has updated its logo to represent the dynamic firm’s strong, sustained growth as well as its ongoing upward trajectory. The contemporary look reflects MHM’s rich history dating back to 1954 and rise to becoming a top national accounting firm. a business consulting, tax and financial services provider.

Indiana 64

Indiana cpa firm accounting firms Transportation 64

CPA Practice

JULY 25, 2023

Prior to starting Tri-Merit, Randy was managing partner of a CPA firm in the greater Chicago area. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. In 2021 Randy was listed as someone to watch on Accounting Today’s 100 most influential people in accounting list.

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CPA Practice

JUNE 27, 2024

David McKee and David Morris are joined by a core team of senior M&A professionals who share many years of working together at previous firms including Dave Asher , Director; Paul Johnson , Director; Geoff Orland , Director; and Nathan Pearson , Director who bring deep M&A operations and technology diligence and execution experience.

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Nancy McClelland, LLC

JANUARY 15, 2023

As you might imagine, we get quite a few inquiries for tax preparation services, but a) we only do taxes for our small business accounting & bookkeeping clients, and b) we only work with clients in Illinois, Indiana and Wisconsin.

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CPA Practice

JANUARY 12, 2024

But you know, what I would just point out then on some of the other areas of interest, we’ve been proponents of single portals in the CPA firms for some time. Oh, there’s some weird things going on. And the tools we’ve talked to you about there include the likes of Lisieux, or the likes of smart vault or the likes of sure link.

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Accounting Today

JUNE 9, 2025

Koziel added some valuable advice for firm leaders from his time working at a Buffalo-based CPA firm in the 1990s: "When I was in charge of recruiting, Id ask our partners, Is this firm the right place for your kids? audit clients are ready to change firms within the next three years, according to an Inflo report.

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Accounting Today

JUNE 9, 2025

By Danielle Lee 8h ago Practice management Accountants expect firms to shrink headcount by 20% Fifty-two percent of accountants expect their firms to shrink in headcount by 20% in the next five years, according to a report by the Indiana CPA Society.

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