CPA Practice

FEBRUARY 1, 2023

The New Jersey accounting firm SobelCo has joined CLA (CliftonLarsonAllen LLP), the eighth largest accounting firm in the United States, effective February 1, 2023. “We I’m excited to welcome the SobelCo team members to the CLA family as we continue to expand our reach into New Jersey, New York, and surrounding areas.”

New Jersey

CPA Practice

JANUARY 11, 2024

Top 400 accounting firm Baratz & Associates, based in Marlton, NJ, went shopping in nearby Cherry Hill and bought CPA firm Renzi Bernardi Suarez & Co. Raymond Giunta “We are pleased to continue our growth plan and add Phil, Ed, and their team to our New Jersey base,” Managing Partner Raymond Giunta said in a statement.

New Jersey

Going Concern

FEBRUARY 1, 2023

Image via CliftonLarsonAllen CLA has merged with New Jersey’s SobelCo (a firm we’ve heard only good things about) and produced the obligatory press release about the union. Shout out to Allan Koltin, the prenuptial counselor of accounting firm marriages, who helped with the deal.

New Jersey

Going Concern

JUNE 23, 2023

Office Hours: CPA Firms Shift Toward More In-Person Collaboration and More Square Footage [ INSIDE Public Accounting ] Three years after accounting professionals were forced home by COVID and then back to the office, at least part of the time, firms are beginning to settle into a new normal.

cpa firm

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

NOVEMBER 24, 2023

Top 35 accounting firm Weaver will be merging in New York-based CPA firm Buchbinder Tunick & Co. This deal expands Weaver’s East Coast presence to five offices, including two in New York City, one on Long Island, one in New Jersey, and one in Washington, D.C.

New York

CPA Practice

NOVEMBER 20, 2023

Top 35 accounting firm Weaver will be merging in New York-based CPA firm Buchbinder Tunick & Co. This deal expands Weaver’s East Coast presence to five offices, including two in New York City, one on Long Island, one in New Jersey, and one in Washington, D.C.

New York

CPA Practice

MAY 17, 2023

Based in Hackensack, NJ, Tobin & Collins has served clients in the New Jersey and New York metropolitan area for more than 50 years. The firm’s client base includes real estate entrepreneurs, high-net-worth individuals, and privately held companies in a broad range of industries.

cpa firm

TaxConnex

AUGUST 15, 2023

New Jersey signed budget legislation that changes the state’s corporate tax regulations. New Jersey becomes the latest state to apply rules for collecting sales tax revenue from out-of-state businesses for income tax purposes. Income we trust. The enhanced its map of sales and use tax lookup rates.

Sales

Withum

MAY 5, 2022

The New Jersey Economic Development Authority (“NJEDA”) announced on May 3, that applications are now open through June 30, for the 2022 Technology Business Tax Certificate Transfer Program, commonly known as the Net Operating Loss (NOL) Program.

New Jersey

CPA Practice

FEBRUARY 14, 2024

Top 30 accounting firm PKF O’Connor Davies acquired Little Falls, NJ-based SuárezBaldomero, a boutique CPA firm with a growing international clientele, on Jan. Suárez, shareholder at SuárezBaldomero, and all of the firm’s employees have joined PKF O’Connor Davies and remain in their current office in Little Falls.

New Jersey

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

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.) Badani, CPA Assurance – Financial Services (Irvine, California) Ashley R. CPA Tax – Real Estate and Construction (Washington, D.C.)

Wisconsin

CPA Practice

NOVEMBER 3, 2023

New York-based CPA firm Grassi announced on Thursday it has established an employee stock ownership plan (ESOP) for its more than 450 employees. In addition, the top 60 accounting firm said it is shifting to an alternative practice structure “ensuring the firm’s independence and strength.”

New Jersey

RitaKeller

JULY 13, 2022

I recently read that Sobel , a 190-person CPA firm in New Jersey, closed their office and gave their entire staff the week of July 4th off. “It is really a cool perk.” ” – Alan Sobel.

New Jersey

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

NOVEMBER 2, 2023

New York-based CPA firm Grassi announced on Thursday it has established an employee stock ownership plan (ESOP) for its more than 450 employees. In addition, the top 60 accounting firm said it is shifting to an alternative practice structure “ensuring the firm’s independence and strength.”

New Jersey

Going Concern

APRIL 8, 2022

CPA firms show progress in diversity amid pipeline challenges [ Journal of Accountancy ] The AICPA finally got around to releasing their 2021 Trends report, which we’ll dissect shortly. in 2020) in the portion of new accounting graduate hires at CPA firms who are ethnically diverse. in 2018 to 34.7%

Iowa

CPA Practice

SEPTEMBER 12, 2024

Allison Haug, CPA, joined the Firm as an Audit Senior Manager with 12 years of experience. Allison graduated from Rowan University in New Jersey with a Bachelor’s degree in Accounting. She specializes in accounting and audits of insurance companies. She works remotely.

Kansas

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

Going Concern

MARCH 15, 2024

Bill to let state agencies bypass State Auditor and hire private CPAs tabled [ RadioIowa ] A bill that would have let state agency budgets be audited by private CPA firms rather than the State Auditor’s Office has stalled in the Iowa House.

auditor

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. She is a licensed CPA in New Jersey and New York and is a member of the AICPA and NYSSCPA.

New Hampshire

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. She is a licensed CPA in New Jersey and New York and is a member of the AICPA and NYSSCPA.

New Hampshire

Anders CPA

DECEMBER 11, 2023

And I have been in this role for two years and five years with CPA firms. Outro (00:48:36) – Visit our website, SummitCPA.Net to get more tips and strategy for achieving modern CPA firm success. Christy (00:01:50) – I’m Christy Buchanan. And so, some of that does happen. Well, thank you both very much.

South Dakota

Going Concern

JANUARY 27, 2023

The Accounting Tidal Wave and What it Means for Businesses [ New Jersey Business ] Fierce competition amongst CPA firms and private industry for experienced staff with the CPA designation is creating significant increases in compensation levels.

auditor

CPA Practice

DECEMBER 15, 2023

Because we’re gonna go from five states to 13 to 22, you know, kind of like we did with data breach reporting, but you know, back onto the CCH user conference, then, of course, access engagement was released.

Technology