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Jason Bramwell Fort Lauderdale, FL-based accounting firm Alpine Mar has expanded its client offerings to include assurance services after acquiring Elliot Melamed PA, a boutique CPAfirm in Coral Springs, FL. Financial terms of the deal weren’t disclosed.
OBannon Firm Management July 15, 2025 The Rise of Non-CPAs in CPAFirm Acquisitions A growing number of non-CPA buyers are acquiring multiple CPAfirms to build scalable, regional, and niche accounting businesses.
This collaboration is another demonstration of our commitment to excellence and the continued expansion of our value-added service portfolio." Kepniss and Di Palma founded their firm in 1994, and it specializes exclusively in taxservices. LMC Advisors ranked No. By Paige Hagy 8h ago Like what you see?
It’s not quite a “ mega merger ,” but a top 100 CPAfirm and a top 200 CPAfirm 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.)
Lake is a Director of TaxServices at Berkowitz Pollack Brant Advisors + CPAs, where she leads the firm’s State and Local Tax (SALT) practice. Prior to joining the firm in 2009, she held positions with Deloitte, KPMG, Arthur Anderson, the Eckerd Corporation and the Florida Department of Revenue.
“Firms had two products, financial statements and tax, and then some went down the path of advisory and wealth management. Another interest for firm leaders, Koltin said, is that the current partnership model is built upon a risky premise of, “Come join us. “But Do they flip to venture capital, or to another CPAfirm?
CPAfirms 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.
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?
Together, with CEO and President Tim Cook, they comprise KSM’s executive committee, the firm’s leadership team. Erin Eberly has been named the partner-in-charge of KSM’s taxservices. In this role, Eberly leads tax professionals across the firm to deliver tax compliance and consulting services with excellence.
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