Going Concern

MARCH 22, 2024

The decision was backed by a partner vote, following a first three years dominated by efforts to repair the firm’s reputation in the wake of a series of scandals. She made general manager at 29 with a CPA [ eFinancialCareers ] Many young professionals begin to eye managerial posts as they approach their 30s – but Shanny Lee (CPA, Aust.)

Minnesota

Going Concern

MARCH 15, 2024

State CPA institute says proposed rule change would put audit professionals at risk [ Central Penn Business Journal ] A new proposal by the Public Company Accounting Oversight Board (PCAOB) has the Pennsylvania Institute of Certified Public Accountants up in arms.

auditor

CPA Practice

JUNE 6, 2023

A wealth management firm, which had more than $210 billion in combined assets under management and advisement as of Dec. 31, 2022, went shopping recently and bought itself one of the 100 largest accounting firms in the U.S. 3 on Barron’s Top 100 Registered Investment Advisor Firms for 2022 , acquired St.

South Dakota

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

CPA Practice

DECEMBER 14, 2023

The document includes background information and a compliance checklist for CPAs to determine the impact on them if a state unilaterally changes its requirements necessary for licensure. In calling for the formation of NPAG this past May, the AICPA governing Council also emphasized the importance of preserving CPA mobility.

South Carolina

CPA Practice

JUNE 6, 2023

While private equity firms getting into bed with accounting firms has been all the rage lately , the Creative Planning/BerganKDV deal is believed to be the first involving a wealth management firm purchasing a large CPA firm. Yesterday’s] deal is a first of its kind in the accounting profession!

South Dakota

CPA Practice

JANUARY 6, 2025

The top 30 accounting firm is expanding its presence in its home state of Michigan, as well as in Minnesota, by combining with two CPA firms, Tama, Budaj & Raab and Botz Deal & Co., effective Jan.

Minnesota

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. Maguire, JD, CPA Tax (Tampa, Florida) Shabinaaz F.

Wisconsin

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

RitaKeller

NOVEMBER 20, 2020

I enjoyed my time with PWB CPAs & Advisors in Minnesota this week. Of course, I wasn’t there in person but speaking to their entire team (via Teams) about CPA firm communication was still a joy for me. Another week has passed by so quickly and things are changing at that same quick base.

Minnesota

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

SEPTEMBER 27, 2024

.” Barnes Dennig, one of Cincinnati’s largest accounting firms, merges with Indianapolis company [ Cincinnati Business Journal ] One of Greater Cincinnati’s largest accounting firms is getting bigger. Downtown-based Barnes Dennig has finalized a transaction to merge an Indianapolis CPA firm into its operations.

audit

Going Concern

JANUARY 22, 2024

I don’t mean that in the snarky “tell us again how you walked uphill both ways in the snow to the CPA exam testing gym” way. I just added… — Brian Streig, CPA (@cbriancpa) January 21, 2024 …and people spent the rest of the weekend sharing horror stories about their Intermediate professors.

intermediate accounting

Shay CPA

JUNE 7, 2023

States that require employers to pay out the severed employees’ final paychecks immediately or by next-business-day include: California Colorado Connecticut Hawaii Massachusetts Minnesota (if the employee demands it) Missouri Montana Nevada Oregon Utah Washington, D.C. And, fortunately, they don’t have to add to your overhead.

payroll

CPA Practice

JUNE 27, 2024

He earned a JD, cum laude , from Syracuse University School of Law; an LLM in Taxation from Georgetown University School of Law; and a BA in Philosophy, cum laude , from Minnesota State University Moorhead. as the managing partner of tax services.

Healthcare

Anders CPA

DECEMBER 1, 2023

Are you curious about the ins and outs of the cannabis industry and how your firm can offer services? In this podcast episode from the Summit Virtual CFO by Anders Modern CPA Success Show , Tom Wadelton and Jody Grunden interview one of their own, Guillermo Rodriguez , Virtual CFO and Cannabis Industry leader for Summit Virtual CFO by Anders.

Start-ups

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. One CPA candidate might take this online course while another takes the 15-week course.

Florida