BuildYourFirm

JULY 13, 2020

Gary Shamis, Principal at Winding River Consulting, has had an accomplished career in accounting, developing his dad’s bookkeeping firm from $225,000 to roughly $100 million. He built the 37th biggest CPA firm in the country before merging SS&G, Inc. Master of Accountancy, The Ohio State University B.S.

Ohio 130

Ohio cpas public accounting cpa firm 130

CPA Practice

NOVEMBER 28, 2023

It’s not quite a “ mega merger ,” but a top 100 CPA firm and a top 200 CPA firm will be merging on Jan. Dean Dorton, based in Lexington, KY, and VonLehman CPA & Advisory Firm, based in Fort Wright, KY, announced their marriage on Tuesday. Photo courtesy of Dean Dorton.)

North Carolina 105

North Carolina Kentucky Indiana Ohio 105

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 52

New York cpa firm CPA New Jersey 52

CPA Practice

NOVEMBER 5, 2024

Top 60 accounting firm KSM (Katz, Sapper & Miller) has expanded its presence in New York after acquiring Shanholt Glassman Klein Kramer & Co. SGKK), a New York City-based CPA firm with a focus on the real estate industry, effective Oct. Financial terms of the deal weren’t disclosed.

New York 52

New York Real Estate Oklahoma Ohio 52

Going Concern

JANUARY 6, 2023

-based IPA 100 firm Withum (FY22 net revenue of $425.3 based IPA 200 firm O’Connor & Drew (FY21 net revenue of $22.1 CLA Acquires Ohio-Based CPA Firm Gilmore Jasion Mahler [ CPA Practice Advisor ]. million) is merging in Braintree, Mass.-based The deal increases CLA’s presence in Toledo to 150 people.

cpa firm 52

cpa firm CPA New Hampshire Ohio 52

CPA Practice

MARCH 15, 2023

“But regarding the success of PE investment, which requires the investing firm to later sell the acquired accounting firm at a profit,” she asked, “Have any of these PE deals been flipped yet? Do they flip to venture capital, or to another CPA firm? Elon Musk owns an interest in a tax and consulting firm.

accounting firms 132

accounting firms Account accountant accounted 132

Accounting Today

MAY 1, 2025

The Top 50 Firm based in Troy, Michigan has added a family-owned CPA firm in the Cleveland suburb of Willoughby, expanding its presence in Ohio.

Ohio 52

Ohio Michigan cpa firm CPA 52

RitaKeller

MAY 19, 2021

My granddaughter graduated, summa cum laude , from Miami University (of Ohio) on Sunday. My reflective question for you is, could you apply this thought to your career at your CPA firm? I hope you can apply the thought not only to your firm but to your home, your neighborhood, and your city or town.

Ohio 64

Ohio cpa firm CPA 64

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 52

Florida Ohio Real Estate tax preparation 52

CPA Practice

JULY 10, 2024

Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit, and consulting services to public and private companies, not-for-profit organizations and global companies. The firm also offers risk advisory, wealth management, personal financial services and retirement plan solutions.

accounting firms 64

accounting firms West Virginia Real Estate Pennsylvania 64

CPA Practice

MAY 6, 2024

The acquisition is Eide Bailly’s second largest in its over 100-year history, according to the firm, and marks Eide Bailly’s first offices east of the Mississippi as it enters the Ohio market. Apple Growth Partners has offices in in Akron, Cleveland, and Canton, OH, as well as locations in Schaumburg, IL, and Charlotte, NC.

Mississippi 64

Mississippi Real Estate cpa firm Ohio 64

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

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

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?

Missouri 45

Missouri Indiana Ohio cpas 45

RitaKeller

FEBRUARY 1, 2022

An interesting topic was mentioned on the CPA Firm Management Association discussion board. Many CPA firms are “open” on Saturdays and expect that CPAs work on Saturdays during tax season. She is the Operations Manager at Pohlman, Talmage, Brown & Campbell in Dayton, Ohio.

cpa firm 45

cpa firm Ohio cpas CPA 45

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. Financial terms of the deal weren’t disclosed.

Real Estate 52

Real Estate Oklahoma Indiana Ohio 52

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 122

cpas North Carolina Illinois Texas 122

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

MARCH 30, 2021

One of the most beneficial career boosters for CPA firm administrators, practice managers, COOs, HR directors and, managing partners is the practice of networking and connecting with others working in CPA firm management. For the last year it has been more challenging to keep those important connections alive and well.

cpa firm 40

cpa firm Ohio CPA California 40

RitaKeller

FEBRUARY 10, 2021

CPA firms have come a long way since last March. Firms are sometimes struggling with things like interviewing, orientation, onboarding and training. Jen Zarins , Director of Learning & Development for the Tidwell Group in Columbus, Ohio graciously allowed me to share her response. ” – Jack Welch.

Ohio 40

Ohio cpa firm Gaming CPA 40

Going Concern

SEPTEMBER 29, 2023

The company expects each of its roughly 1,300 Orrville, Ohio-based corporate workers to be on site for 22 “core” weeks a year. And CPAs in this space know what that means in terms of legal exposure. Rapid growth is great news for accounting firms.

auditor 111

auditor audit New York CPA 111

CPA Practice

SEPTEMBER 25, 2023

LLP (Los Angeles, CA, USA – TIAG); Ray Polantz; Cohen & Company (Ohio, USA – TIAG) Felipe Pestana of Grupo Planus (Rio de Janeiro, Brazil – TIAG); and Paul Tauber of Coblentz, Patch, Duffy & Bass LLP (San Francisco, CA, USA – TAGLaw). Uhl joined BNN in 2022, after spending several years at a Massachusetts- based CPA firm.

New Hampshire 105

New Hampshire Massachusetts CPA Maine 105

CPA Practice

MAY 10, 2024

Bar, and Ohio Bar, and is authorized to present in front of the Supreme Court of the United States and the United States Tax Court. a Top 60 independent CPA firm, recently announced that Erin Wood has joined the firm’s growing Tax practice as a Tax Director. He received his L.L.M.

Tennessee 64

Tennessee New York audit income tax 64

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.

Technology 40

Technology Account accountant accounted 40

CPA Practice

DECEMBER 14, 2023

Denise Buettner, Ohio Frank Calise, Ariz. Shane Kamban, Ohio Joanne Kopanski, N.C. Calvetti Ferguson introduces new partner Calvetti Ferguson, a nationally recognized middle-market CPA firm, has proudly introduced Nicholas McClay as their newest partner in Nashville. Daniel Blamer, Mich. Edward Bonaccorsi II, Mass.

Texas 52

Texas Iowa Utah Ohio 52

Going Concern

NOVEMBER 27, 2023

note: the following was submitted as a letter to the editor by William Hahn, CPA (Florida and Ohio). One CPA candidate is able to meet the 150-hour requirement by using dual enrollment credits earned five years ago while still in high school. Comments are open. Clearly, they are not.

Florida 115

Florida CPA South Carolina Education 115

CPA Practice

DECEMBER 15, 2023

So you know, some of our friends are from Ohio, where you can have chili, you know, to a three way four way? And one of the other tricks that happened with the team mate document linker that we’ve talked about in another technology lab. And many of the OCR products across. Wolters Kluwer cch family, is they’re now doing OCR two ways.

Technology 52

Technology CPA New York Kansas 52

Going Concern

AUGUST 4, 2023

Less than 1% of firms can find enough staff [ Accounting Today ] Relatively few CPA firms are able to find enough employees to fill their ranks and are resorting to strategies like hiring workers abroad, raising starting salaries, offering fully remote jobs, and hiring staff who haven’t graduated college, according to a new survey.

cpa firm 98

cpa firm CPA accounting firms accounting and finance 98