CTP

OCTOBER 30, 2024

A family office focuses on managing the wealth and the personal affairs of a family, typically through the services of a large CPA firm. However, the purpose of the main management company is to leverage the costs of the family office. What exactly is a family office? Could this be considered a trade or business?

Tax 97

Tax Real Estate cpa firm tax return 97

CPA Practice

JANUARY 9, 2024

If employee retention isn’t already a priority focus for your CPA firm, you may want to make it one — and soon. The latest Salary Guide From Robert Half reports that the CPA is a credential in high demand. So, there’s no time to waste in stepping up your retention efforts to hold on to valued staff at your CPA firm.

cpa firm 64

cpa firm CPA accounting and finance Finance 64

CPA Practice

JULY 10, 2024

As the firm celebrates its 40th anniversary, Cincinnati-based accounting firm Burke & Schindler changed its name on July 1 to Burke CPAs & Advisors a year after the retirement of one of its partners. The firm, located at Adams Landing, changed its name to Burke CPAs & Advisors as of July 1.

cpa firm 52

cpa firm CPA cpas Maine 52

Going Concern

FEBRUARY 3, 2025

Changes the definition of “CPA firm” to remove a reference to limited liability companies and to include professional limited liability companies. The AICPA’s main gripe with alternate pathways has been the impact different state rules could have on mobility. Makes conforming and other changes.

Illinois 71

Illinois CPA cpas Minnesota 71

Ryan Lazanis

MARCH 14, 2023

If you’re curious how much your firm is worth and how to increase your firm’s valuation, you’ll want to read this article on how to value a CPA firm. I’ll also draw on my personal experience from selling my online accounting firm just a few years ago. Let’s go!

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Canopy Accounting

MAY 26, 2025

The main problem is: How can you future-proof something as versatile as technology? Well help you understand the fundamental elements of a future-proof tech stack and how it grows with your firm instead of slowing it down. The key lies in tool diversity, specialization, and scalability.

Technology 52

Technology cpa firm CPA Maine 52

RogerRossmeisl

NOVEMBER 17, 2020

The Small Business Hiring Credit is also referred to as the “Main Street Hiring Credit”. The California Legislature passed, and the governor signed, Senate Bill 1447 (click here for FTB Bill Analysis) into law creating a new small business hiring credit (SBHC) for small businesses impacted by economic disturbances in 2020.

California 163

California income tax Maine CPA 163

CPA Practice

APRIL 9, 2024

More so, with cyber criminals now leveraging the power of AI to maximize their outputs, CPAs owe it to their firms, and to their clients, to prioritize an often swept-under-the-rug approach to cyber security.

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CPA Practice

SEPTEMBER 19, 2023

There is no need to alert this audience to the acute shortage of CPA talent. But it’s still worth underscoring how important it is for CPA firm leaders to closely monitor the job satisfaction of these precious resources — especially at a time when many of these professionals might be thinking about making a job change soon.

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cpa firm CPA accounting and finance Virginia 110

Going Concern

JANUARY 6, 2023

The firm’s 13 partners, 100 associates, and four offices in Maine, Massachusetts, and New Hampshire become part of Marcum’s New England region. based IPA 100 firm Withum (FY22 net revenue of $425.3 based IPA 200 firm O’Connor & Drew (FY21 net revenue of $22.1 Melanson Merges Into Marcum [ Marcum ]. Melanson, P.C.

cpa firm 52

cpa firm CPA New Hampshire Ohio 52

ThomsonReuters

JANUARY 21, 2022

For example, think of an alliance between a small bookkeeping business and a local CPA firm. As they’re unable to provide this type of advice, they refer their clients to the CPA firm. The CPA firm, on the other hand, contracts out projects to the allied bookkeepers when their own workload is near capacity.

accounting firms 95

accounting firms Account accounted accountant 95

CTP

OCTOBER 28, 2024

Family office services are typically offered by large CPA firms and include financial advisory services and even tax planning services. What are the main reasons for establishing a family office? A family office is a specialized company that’s focused on managing the wealth and the personal affairs of a family.

Education 52

Education tax planning Government Real Estate 52

PYMNTS

MAY 3, 2020

Professional services firms include law firms, IT managed service providers and CPA firms. The top industries targeted by ransomware were professional services with 18.1 percent, healthcare with 13.8 percent and the public sector with 12 percent.

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cpa firm Healthcare Maine CPA 81

CPA Practice

FEBRUARY 27, 2023

Ritter wrote that the accusations of misconduct toward other employees were “speculative” and “irrelevant” to the main issues at play. Ritter went on to blast Garigen’s complaint as “nothing more than a well scripted, salacious tale devoid of supporting evidence and detached from the reality of how the partnership has operated.”

cpa firm 52

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CPA Practice

MAY 18, 2023

1477), which would allow the use of 529 college savings plans to include expenses required to obtain or maintain postsecondary credentials, including CPA-related costs such as exam review courses.

CPA 98

CPA auditor cpas accounting and finance 98

CPA Practice

SEPTEMBER 25, 2023

Troegner earned her bachelor’s degree in accounting from Saint Joseph’s College of Maine. Uhl joined BNN in 2022, after spending several years at a Massachusetts- based CPA firm. Portland, Maine Crystal Jones, of South Paris, ME, has been promoted to Billing Manager in the operations department.

New Hampshire 105

New Hampshire Massachusetts CPA Maine 105

Withum

APRIL 15, 2022

The main benefit of a SOC audit is that it provides an independent assessment of controls that have been established. Many healthcare executives don’t think of a Certified Public Accounting (CPA) firm as their go-to organization when it comes to IT controls. In fact, only licensed CPA firms are able to issue SOC reports.

Healthcare 80

Healthcare audit cpa firm CPA 80

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 52

Rhode Island West Virginia South Dakota North Dakota 52

Nancy McClelland, LLC

MARCH 7, 2025

Its what facilitates the lifestyle Ive chosen for myself: a fully-remote CPA firm that allows me to live in Mexico during tax season and travel during conference season, while making an important difference in the lives of small business owners back home in Chicago.

Technology 59

Technology quickbooks bookkeeping Tax 59

Snyder

AUGUST 12, 2022

The main responsibility for a bookkeeper is to be perfectly accurate, that’s why there has been an increasing transition to using bookkeeping or accounting automation software to avoid mistakes that come from manual data entry. Otherwise, you can outsource accounting to a CPA firm. How much does hiring accountants cost?

bookkeeping 98

bookkeeping Account accounted accountant 98

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 98

CPA cpas audit cpa firm 98

CPA Practice

JANUARY 16, 2023

CPA firms said they expected to hire more new accounting graduates — 36 percent in 2022 compared to 28 percent in 2021. Firms can also tap a wider global talent pool of students enrolled in online CPA accounting programs. Why skill development matters for your career and how to make it work online. She enrolled in a U.S.

West Virginia 98

West Virginia Illinois forensic accounting CPA 98

RitaKeller

MAY 23, 2022

If you don’t have a firm administrator but you want one. This conference is all about CPA firm management. It’s not tax, it’s not about audit, it’s not accounting, it is about managing your firm for efficiency and profit. June 21-24, 2022 Portland, Maine. This is the conference for you.

cpa firm 52

cpa firm Maine audit CPA 52

Going Concern

FEBRUARY 3, 2023

announced today that it has acquired the non-attest assets of Somerset CPAs and Advisors (“Somerset”) of Indianapolis, IN, effective February 1, 2023. a national independent CPA firm that works closely with CBIZ, announced the acquisition of the attest assets of Somerset CPAs and Advisors. billion.

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cpas quickbooks accounting and finance North Carolina 111

Ryan Lazanis

SEPTEMBER 19, 2023

The Allen CPA Firm Located in Houston, TX, The Allen CPA Firm is a forward-looking provider of tax, accounting, and business consulting services. Consol Group Consol is composed of a team of Chartered Accountants and creatives, with a main office located in Auckland.

Account 98

Account accounted accountant bookkeeping 98

Going Concern

SEPTEMBER 30, 2022

We are excited to be the go-to partner for building owners, designers, and CPA firms on energy tax incentives and ESG consulting,” Diaz said. We explained how the §179D tax deduction works and who qualifies for it in part one. How will the Inflation Reduction Act of 2022 affect §179D? ABOUT WALKER STRATEGIES.

Tax 110

Tax Gaming Real Estate Start-ups 110

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 52

payroll Rhode Island West Virginia South Dakota 52

RitaKeller

APRIL 21, 2022

A post from Seth Godin that, to me, is so important for CPAs. This is for all the dedicated, hardworking CPA firm marketers. Is the firm delivering what you expect? That your main job is persuading the people you work with to ship great stuff. “Marketing involves making a promise and keeping it.”

cpa firm 45

cpa firm cpas Maine CPA 45

ThomsonReuters

JUNE 15, 2023

The right technology can streamline your firm’s workflows and automate manual processes, creating more time for tax strategy and advisory services. With a proactive approach, your firm can deliver better value to clients — and in less time, with increasing profitability.

Technology 92

Technology tax preparation tax return Tax 92

Ryan Lazanis

SEPTEMBER 27, 2023

If you’re a CPA firm looking to outsource your bookkeeping, you’ll want to check out this post on the 7 different options for outsourced bookkeeping for CPAs. In this article, I’ll run through some of the more modern options that might make the most sense for your firm at the moment. They’re mainly focused on the US.

bookkeeping 98

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RitaKeller

JUNE 24, 2021

” Firm leaders cannot provide what employees want unless employees provide honest feedback. As a person working in a CPA firm do you provide honest feedback when asked? The main reason employees don’t give honest feedback is the fear of retaliation. That’s where the employee plays a part in retention.”

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cpa firm public accounting Maine CPA 45

CPA Practice

JUNE 7, 2024

In this Q&A, I asked Jason Blumer, CPA to discuss firm growth and what firms truly need to be able to scale and succeed. In my role at BILL, I have the opportunity to talk to accounting firms from across the country about the internal and external pressures they face.

accounting firms 91

accounting firms accountant Account accounted 91

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 52

Rhode Island West Virginia South Dakota North Dakota 52

RitaKeller

OCTOBER 8, 2020

Digital CPA is an all-virtual event this year and will be complemented by a Nov. Other keynotes at the main Dec. Other keynotes at the main Dec. The conference will also include a panel discussion with CPA firm leaders. 12 pre-conference session on remote work and decentralization.

CPA 40

CPA cpa firm cpas accounting and finance 40

CPA Practice

SEPTEMBER 7, 2023

From Dawn Brolin to Eric Green, Jason Staats CPA to Nicole Davis CPA, Angela Main-Roberts to Ryan Lazanis CPA, and a host of other highly respected industry leaders, this conference boasts an all-star lineup.

Account 72

Account accounted accountant bookkeeping 72

Ryan Lazanis

APRIL 4, 2022

I was able to grow my public accounting firm quickly by hiring certified public accountants and professional bookkeepers thanks to many of the marketing strategies that worked well. Create Your Website Your website will serve a few two main purposes to help in your quest to find prospective clients. This is your main productivity tool!

bookkeeping 98

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RitaKeller

JULY 18, 2022

Also, some questions for firm owners. CPA firms have survived during the last couple of years by being able to utilize remote workers. What if no one is willing to pay New York City wages for people who work in Idaho?” ” – Suzanne Lucas . Just some thoughts today about remote workers. Per an article via Inc.,

Idaho 40

Idaho cpa firm tax return New York 40