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The accounting profession is undergoing a significant transformation as more non-CPAs acquire CPAfirms. While private equity firms buying large CPA practices may make headlines, a more impactful shift is happening beneath the surface. The Trend: Why Are Non-CPAs Buying CPAFirms?
SurePrep If outdated 1040 tax technology isn’t doing your firm any favors, you need SurePrep I’m ready The post Transforming taxpreparation: How SurePrep revolutionized this CPAfirm appeared first on Tax & Accounting Blog Posts by Thomson Reuters.
Jump to ↓ The challenge: Drowning in documentation The solution: SurePrep + UltraTax integration The results: Peace of mind and client growth A no-brainer investment When Josh Haislip took over his small CPAfirm in Stanton, Texas, he knew he was inheriting more than just a client list.
Jump to Addressing the technology gap in CPAfirms Key strategies for UltraTax CS implementation The hidden costs of not changing Are you ready to transform your CPAfirm with UltraTax CS? However, for many small and medium-sized accounting firms, implementation can seem overwhelming. Lets take a look.
The IRS is encouraging taxpreparers to complete their IRIS applications to begin transitioning for the 2027 season. By Paige Hagy July 9 Tax IRS FIRE's going out for 2027 tax season The Internal Revenue Service plans to shutter its Filing Information Returns Electronic, or FIRE, system. All rights reserved.
By Chris Gaetano July 9 Practice management Franklin Alliance acquires second firm The PE-alternative Franklin Alliance acquired Robert Morris & Company in New Bloomfield, Pennsylvania, as it aims to create a platform of local CPAfirms. All rights reserved.
Gary Boomer June 9, 2025 10:00 AM Facebook Twitter LinkedIn Email As CPAfirms grow into the $10 million to $100 million revenue range, operational complexity increases, especially during peak periods like tax season. All rights reserved. Mindset is paramount. Think — plan — grow!
The Future Of Individual Tax Prep Is Brighter Than Ever While AI has been everywhere in the last few years, practical AI built into traditional platforms is being augmented by platforms to help with productivity. Sifting through what is in the market and coming to market, it is clear that taxpreparation will be more profitable than ever.
TAX CANDIDATES FTE Tax Senior | Candidate ID #22391832 Certifications: CPA Education: BBA Accounting Experience (years): 20+ years accounting Work experience (detail): All in public accounting Led tax practice Trusts, Estates, Partnerships, S-Corps Review of team’s workpapers and preparation Client niches: Real Estate, Manufacturing Tech Stack: UltraTax, (..)
Law & Order Clark Hill Wins for Accounting Firm in Tax Dispute With Rock Band Member [ Clark Hill ] The Clark Hill trio convinced the court that the accounting firm was not liable for an employee’s business management and taxpreparation services she provided on the side for a member of a rock band.
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 CPAfirms in the Middle Tennessee region, effective June 2.
As is common among many accounting firms taking PE capital, Elliott Davis will operate in an alternative practice structure. Elliott Davis, a licensed CPAfirm, will continue to provide attest services. Flexpoint had evaluated other CPAfirm platforms but with Elliott Davis it was love at first sight.
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.
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 CPAfirm Full cycle accounting, reconciliations, financial reporting AP/AR, payroll processing and quarterly (..)
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.
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 taxpreparation Financial compilations and reporting with clients (..)
By Chris Gaetano July 9 Practice management Franklin Alliance acquires second firm The PE-alternative Franklin Alliance acquired Robert Morris & Company in New Bloomfield, Pennsylvania, as it aims to create a platform of local CPAfirms. All rights reserved.
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: (..)
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 (..)
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 (..)
Having professional support during tax season can significantly reduce stress and minimize your risk of costly errors or penalties. When you outsource your accounting, taxpreparation becomes an ongoing process rather than a stressful annual event. Ready to streamline your CPAfirm’s operations and boost growth?
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.
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 CPAfirm Client account clean up Prepared 500+ returns in 2024 tax season Reviewed 200+ returns Client niches: Manufacturing, Hospitality, (..)
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
If an online shipping company can inject that much personality into something as mundane as postage, whats stopping CPAfirms from doing the same? Too often, accounting firms hide behind a veil of professionalism that borders on sterile. Here are five ways CPAfirms can embrace that idea: 1. All rights reserved.
To start, ownership in a CPAfirm 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.
ACCOUNTING CANDIDATE FTE Accounting | Candidate ID #24336098 Education: MS Experience (years): 9 years of overall experience Work experience (detail): Most recently a senior associate at a CPAfirm Full cycle bookkeeping, payroll, and financial reporting for multiple clients Supervise and review offshore team’s work, training and process documentation (..)
TENNESSEE Rodefer Moss & Co, Knoxville, launched Rodefer Moss Transaction Advisors, a dedicated M&A advisory service designed to serve CPAfirms with clients that are considering a business transaction. All rights reserved. RHODE ISLAND Elizabeth Harman was promoted to partner at KLR, Providence.
Koziel added some valuable advice for firm leaders from his time working at a Buffalo-based CPAfirm 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.
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 Taxpreparation and review SMBs, estates, trusts, (..)
TAX CANDIDATES FTE Tax Senior | Candidate ID #23636747 Certifications: EA Education: BS Experience (years): 5 years tax experience Work experience (detail): All in public accounting 5 tax seasons preparing returns for HNWIs and SMBs 300+ returns per season, 50-50 individuals, businesses Client-facing with S-Corps, partnerships, trusts Business development (..)
Insurance, Beverage, Professional Services, Medical Practices Tech Stack: TaxSlayer, UltraTax Remote Work Experience: Y Salary: $75-$85k Timezone: Eastern Sign up for FREE to learn more about this candidate FTE Tax Senior / Manager | Candidate ID #5306426 Certifications: IRS CCA, CPA CA Education: BA Accounting, MS Accountancy Experience (years): (..)
TAX CANDIDATES FTE Tax Senior | Candidate ID #23616387 Certifications: EA Education: BS Accounting, MS Taxation Experience (years): 10+ tax and accounting Work experience (detail): 6+ in public accounting 3 in healthcare industry Full cycle accounting and financial reporting Preparedtax filings for individuals, SMBs, partnerships, nonprofits 30% review (..)
in Ohio The top 30 accounting firm has its first location in Ohio after merging in Cincinnati-based CPAfirm Flynn & Co. Jason Bramwell Top 30 accounting firm UHY has its first location in Ohio after merging in Cincinnati-based CPAfirm Flynn & Co. Louis-area accounting firm Botz Deal & Co.
TAX CANDIDATES FTE Tax Senior / Manager | Candidate ID #23674176 Certifications: EA Education: BS Accounting, MS Accounting and Finance Experience (years): 20+ years accounting and tax Work experience (detail): 10+ years in public accounting Remote team management experience Tax planning and compliance, advisory 70% review during 2024 tax season Preparation (..)
Theres vision for you as an individual and then theres vision for your firm. You or at what point did you know you wanted to be managing partner of a CPAfirm? All rights reserved. But lets talk a little bit about the vision for yourself. Well, first of all, I think the visions are one and the same.
TAX CANDIDATES FTE Tax and Advisory | Candidate ID #24421361 Certifications: CPA Education: BBA Accounting Experience (years): 30 years accounting experience Work experience (detail): 10+ in public accounting Manages a book of clients, tax prep, sign off, advisory Leads client tax planning and transaction advisory Researches and presents tax savings (..)
By Michael Cohn 5h ago Tax Senate passes Trump tax bill The Senate narrowly approved President Trumps tax bill after Vice President JD Vance cast a tie-breaking vote following no votes from three Republican senators. All rights reserved. By Paige Hagy 8h ago Like what you see?
TAX & ACCOUNTING CANDIDATES FTE Tax and Accounting Senior | Candidate ID #24143645 Certifications: EA Education: BA Accounting Experience (years): 9+ years accounting and tax experience Work experience (detail): All in public accounting Currently a tax senior 200+ SMB and HNWI returns per season Review of 40%, prepares more complex returns Tax (..)
TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting Senior / Manager | Candidate ID #23710075 Certifications: CPA Education: BS Accounting Experience (years): 25+ years accounting experience Work experience (detail): 10+ in public accounting 20+ years taxpreparation and review Full cycle accounting, finance, tax and advisory Family office, HNWIs (..)
By Michael Cohn 5h ago Tax Senate passes Trump tax bill The Senate narrowly approved President Trumps tax bill after Vice President JD Vance cast a tie-breaking vote following no votes from three Republican senators. All rights reserved. By Paige Hagy 8h ago Like what you see?
TAX & ACCOUNTING CANDIDATE FTE Tax and Accounting Senior | Candidate ID #24262733 Certifications: CPA Education: BBA Accounting and Finance Experience (years): 14+ years of tax and accounting experience Work experience (detail): 7+ in public accounting Taxpreparation and review for SMBs and HNWIs Tax planning and projections, client financial (..)
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