Accounting Today

JUNE 9, 2025

Gary Boomer June 9, 2025 10:00 AM Facebook Twitter LinkedIn Email As CPA firms grow into the $10 million to $100 million revenue range, operational complexity increases, especially during peak periods like tax season. Think — plan — grow! All rights reserved. Mindset is paramount.

Technology

CTP

OCTOBER 28, 2024

Many large CPA firms offer financial advisory services including family office services for high-net-worth families. Adding a knowledgeable tax planner to their team can greatly increase the value the firm provides its clients. Lastly, charitable giving management is often a major component of family office services.

Tax

CPA Practice

JUNE 26, 2025

They look beyond what’s working to see what’s possible Mergers and Acquisitions June 25, 2025  RubinBrown Combines With Maggart & Associates in Tennessee The top 40 accounting firm is growing its presence in the Nashville market by joining forces with Maggart, one of the largest CPA firms in the Middle Tennessee region, effective June 2.

Technology

CPA Practice

JUNE 25, 2025

Jason Bramwell Mergers and Acquisitions June 25, 2025  RubinBrown Combines With Maggart & Associates in Tennessee The top 40 accounting firm is growing its presence in the Nashville market by joining forces with Maggart, one of the largest CPA firms in the Middle Tennessee region, effective June 2. Customers U.S.

management accounting

CPA Practice

JULY 8, 2025

OBannon Taxes July 7, 2025  What GenAI Means for the Future of Tax Work From flagging regulatory risks to modeling tax scenarios in real time, GenAI is changing the expectations around what’s possible—and what’s expected—in tax planning and compliance.

Technology

CTP

OCTOBER 30, 2024

This type of specialized company has been gaining popularity—and many of them have been on the lookout for a tax planner to complete their financial advisory teams. A family office focuses on managing the wealth and the personal affairs of a family, typically through the services of a large CPA firm.

Tax

Accounting Today

JUNE 11, 2025

As is common among many accounting firms taking PE capital, Elliott Davis will operate in an alternative practice structure. Elliott Davis, a licensed CPA firm, will continue to provide attest services. Flexpoint had evaluated other CPA firm platforms but with Elliott Davis it was love at first sight.

Technology

Accounting Today

JUNE 9, 2025

The San Francisco-based companys reports, which are designed for clarity and compliance, include: Tax Return Analysis Report, which reveals tax-saving opportunities in tax returns for individuals (1040) and businesses (Schedule C, E, F, 1120, 1120S, 1065). All rights reserved.

Tax

Going Concern

OCTOBER 10, 2024

ACCOUNTING CANDIDATES FTE Accounting | Candidate ID # 22574493 Certifications: EA in process Education: BA Business Experience (years): 20+ years accounting experience Work experience (detail): Currently Accountant & Office Manager at a CPA firm Full cycle accounting, reconciliations, financial reporting AP/AR, payroll processing and quarterly (..)

Real Estate

Accounting Today

AUGUST 1, 2025

New Mountain Capitals interest in the accounting profession began in 2011 and one could argue they had a 10-year head start over all the other PE firms entering the accounting profession," said Koltin. Once the transaction closes, Wipfli will operate in an alternative practice structure, as is common with PE funding of accounting firms.

Technology

CPA Practice

JUNE 12, 2025

helps meet the growing needs of CPA firms by leveraging his experience to provide strategic technology assessments, planning, visioning and coaching. View more articles from Marc Staut > CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals.

Technology

Accounting Today

JULY 9, 2025

Platform Accounting expands in Chicago Platform Accounting Group building in Holladay, Utah Platform Accounting Group has added Madison Street Advisors, formerly known as McCormick Tax Group, based in downtown Chicago, extending Platforms footprint in the Midwest. All rights reserved.

accountant

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. All rights reserved.

auditor

Going Concern

OCTOBER 24, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22557459 Certifications: EA, Intuit Tax Academy Education: MBA Accounting, JD Experience (years): 6 years of overall experience Work experience (detail): Tax senior with a national tax service International tax experience National client tax practice Adept at tax research Client niches: (..)

Real Estate

CPA Practice

DECEMBER 4, 2024

Top 25 accounting firm Cherry Bekaert has acquired DeBlanc, Murphy & Murphy, a Waldorf, MD-based CPA firm specializing in accounting, tax, and advisory services. area for providing tailored solutions in tax planning, audit, and financial consulting. Financial terms of the deal weren’t disclosed.

Maryland

CPA Practice

JULY 14, 2025

Patrick Hickman, CPA , joined the firm in 2023 following a decade in public accounting with other firms. His areas of tax expertise include partnerships, including allocations, tax planning and structuring. Be bold and make positive steps to become the firm you are meant to be.

West Virginia

CTP

OCTOBER 28, 2024

Family office services are typically offered by large CPA firms and include financial advisory services and even tax planning services. Typically a family office will be set up by one firm that employs all of the players like KPMG or Pricewaterhouse.

Education

CPA Practice

JULY 16, 2025

OBannon Firm Management July 15, 2025  The Rise of Non-CPAs in CPA Firm Acquisitions A growing number of non-CPA buyers are acquiring multiple CPA firms to build scalable, regional, and niche accounting businesses. Jason Bramwell Mergers and Acquisitions July 16, 2025  Welch & Co.

Technology

Going Concern

NOVEMBER 7, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #23571431 Certifications: CPA in process Education: BBA Accounting, MA Accounting Experience (years): 5+ years of accounting and tax experience Work experience: All in public accounting Performs full cycle accounting and tax preparation Financial compilations and reporting with clients (..)

Real Estate

Analytix Finance & Accounting

JUNE 24, 2025

Professional accounting firms employ specialists in various areas including tax planning, financial analysis, compliance, and industry-specific regulations. When you outsource your accounting, tax preparation becomes an ongoing process rather than a stressful annual event.

accountant

Accounting Today

JULY 16, 2025

The merger is the third since Armanino received a minority investment from private equity firm Further Global Management last October, helping fuel its aggressive M&A strategy, which has seen the firm finalize over 20 combinations since 2019. All rights reserved.

Technology

CPA Practice

JUNE 17, 2025

This list ranks the top CPA firms by the number of SEC-registered hedge funds audited. Following the recent acquisition of the business of Spicer Jeffries LLP , Cherry Bekaert is now ranked first among middle-market accounting firms.

auditor

Going Concern

NOVEMBER 27, 2024

TAX CANDIDATES FTE Tax Senior | Candidate ID #9084031 Certifications: CFE, CPA Education: BS, MS Accounting Experience (years): 20+ years of tax and accounting experience Work experience (detail): 5+ years in public accounting Controller experience with multiple entities 5+ years in senior tax roles Client tax advisory, planning and resolution Client (..)

Real Estate

Accounting Today

JULY 17, 2025

EDT 3 Min Read Facebook Twitter LinkedIn Email Sax, a Top 75 Firm based in Parsippany, New Jersey, has received a minority investment from Cobepa, a private equity firm with offices in Brussels and New York, the latest firm to receive a PE investment. All rights reserved. billion fund. "I

New Jersey

CPA Practice

JUNE 18, 2025

AICPA Announces Retirement of Carl Peterson, Longtime Advocate for Small CPA Firms The American Institute of CPAs (AICPA) recently announced that Carl Peterson, vice president of small firm interests, will retire June 30. Some 297 business schools worldwide provided responses representing 1,090 programs.

accounting and finance

Going Concern

OCTOBER 17, 2024

ACCOUNTING CANDIDATES FTE Accounting / Bookkeeping | Candidate ID #18014117 Certifications: QBO ProAdvisor, Xero Certified Education: BA, MBA Accounting Experience (years): 9+ years accounting experience Work experience (detail): Currently a Senior Bookkeeper/Team Lead with a public firm 5+ years managing outsourced accounting for multiple clients (..)

Real Estate

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. All rights reserved.

accountant

Accounting Today

JULY 24, 2025

If an online shipping company can inject that much personality into something as mundane as postage, whats stopping CPA firms from doing the same? Too often, accounting firms hide behind a veil of professionalism that borders on sterile. Here are five ways CPA firms can embrace that idea: 1. All rights reserved.

cpas

CPA Practice

JULY 1, 2025

audit, tax and advisory firm, today announced its next Management Committee, effective July 1, 2025. audit, tax and advisory firm, today announced its next Management Committee, effective July 1, 2025. in Ohio The top 30 accounting firm has its first location in Ohio after merging in Cincinnati-based CPA firm Flynn & Co.

Technology

CPA Practice

AUGUST 1, 2025

Jason Bramwell Firm Management July 28, 2025  Growth Strategies for Independent Professional Services Firms While private equity-backed M&A deals dominate the headlines, many firms are asking a critical question: Is it possible to grow without giving up control? The answer is yes.

Sales

Going Concern

NOVEMBER 21, 2024

TAX CANDIDATES FTE Senior Tax Accountant | Candidate ID #23560436 Certifications: EA in process Education: BBA Accounting Experience (years): 7+ years in public accounting Work experience (detail): Tax manager with a CPA firm Client account clean up Prepared 500+ returns in 2024 tax season Reviewed 200+ returns Client niches: Manufacturing, Hospitality, (..)

Real Estate

CPA Practice

JULY 17, 2025

OBannon Mergers and Acquisitions July 17, 2025  Doeren Mayhew Acquires Reimer McGuinness Hess in Texas The top 60 accounting firm has acquired Houston CPA firm Reimer McGuinness Hess CPAs & Advisors, growing its presence in the market, effective July 1.

Technology

CPA Practice

JULY 1, 2025

Jason Bramwell Accounting June 25, 2025  LeaseCrunch Rebrands as Crunchafi—a Broader Vision for CPA Firms Crunchafi (pronounced crunch-uh-fy) blends the legacy of “crunching numbers” with a forward-looking focus on accounting and financial intelligence. Jason Bramwell Auditing June 25, 2025  PCAOB Doles Out $8.5M

Technology

CPA Practice

JULY 2, 2025

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 CPA firm in Coral Springs, FL. in Ohio The top 30 accounting firm has its first location in Ohio after merging in Cincinnati-based CPA firm Flynn & Co.

Florida

Going Concern

JULY 17, 2025

TAX CANDIDATES FTE Tax Senior / Manager | Candidate ID # 24420440 Certifications: CPA Education: BS Accounting Experience (years): 6+ accounting and tax experience Work experience (detail): All in public accounting Leads accounting and tax teams Full cycle accounting, month end, financial reporting Tax preparation and review SMBs, estates, trusts, (..)

Real Estate

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.

accountant

CPA Practice

JULY 28, 2025

Firm Management July 28, 2025  KPMG Hires Ex-IRS Acting Commissioner Douglas O’Donnell ODonnell, who served two separate stints as acting chief of the IRS before leaving the agency in February, has joined KPMG as a senior managing director within its Washington National Tax practice.

accounting firms