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

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. billion fund. "I

New Jersey

Accounting Today

JULY 9, 2025

In February, the private equity-funded firm added Keystone Advisor Group , formerly known as Heckman & Laudeman, in Orwigsburg, Pennsylvania, in January. Last month, Platform added AKM Advisors , a firm based in New York.

accounted

Accounting Today

JULY 16, 2025

In May, Armanino expanded into Utah by adding Cooper Savas LLC , a CPA firm based in Salt Lake City. In February of this year, Armanino acquired Boca Raton, Florida-based ERP and technology consulting firm Complete Business Solutions. Following the deal, Armanino adopted an alternative practice structure.

Technology

CPA Practice

NOVEMBER 4, 2024

CBIZ, which is a publicly traded accounting services provider (NYSE: CBZ), has acquired the non-attest business of Marcum, while Kansas City, MO-based CBIZ CPAs (formerly Mayer Hoffman McCann), the national independent CPA firm with which CBIZ has had an administrative service agreement for more than 25 years, has acquired Marcum’s attest business.

Kansas

CPA Practice

OCTOBER 25, 2024

The deal, which is expected to close sometime in the first quarter of 2025, will be backed by an investor group led by New Mountain Capital, a private equity firm headquartered in New York City that bought a significant stake in Chicago-based Grant Thornton US in a transaction that was completed this past May.

audit

Accounting Today

JULY 25, 2025

INDIANA The Indiana CPA Society announced its board of directors for 2025–26; on the executive committee: chair Lisa Tressler, partner, RBSK Partners PC; chair-elect Corbin Miller, partner, Insight Accounting Group; vice chairs: Colby Chamberlin, manager, Pile CPAs; E.

Rhode Island

Withum

AUGUST 1, 2025

Withum expands into Upstate and Western New York, strengthening Healthcare, Audit, Advisory and Tax practices. a public accounting, tax and business advisory firm headquartered in Buffalo, NY, joined its practice with Withum. This is a home run for both of our firms. About Freed Maxick CPAs Freed Maxick CPAs, P.C.,

Healthcare

Accounting Today

JULY 1, 2025

Ascend added two more CPA firms: BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1.

North Carolina

Accounting Today

JUNE 23, 2025

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 CPA firm? We just kept growing and we were primarily a New York City and Long Island based firm. But lets talk a little bit about the vision for yourself.

accounting firms

Accounting Today

JULY 1, 2025

By Michael Cohn 6h ago Practice management Ascend adds two East Coast firms Ascend added two more CPA firms: BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1. By Paige Hagy 8h ago Like what you see?

audit

Withum

MAY 7, 2025

I am honored to be included in the first-ever Forbes Best-In-State CPA list. I, along with Pat, Bill, and Brad, am featured on the New Jersey list; Jim is on the New York list; and Chris is on the California list. Along with me are my partners, Pat Walsh , Bill Hagaman , Jim Bourke , Brad Caruso and Chris Passmore.

cpas

Accounting Today

JULY 1, 2025

By Michael Cohn 6h ago Practice management Ascend adds two East Coast firms Ascend added two more CPA firms: BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1. By Paige Hagy 8h ago Like what you see?

tax planning

CPA Practice

OCTOBER 30, 2024

The Bonadio Group , a nationally ranked IPA Top 50 CPA firm and the largest independent provider of professional services in Upstate New York, will expand into the Mid-Atlantic region with today’s announcement that it will join with award-winning CPA advisory firm Cover & Rossiter (C&R).

CPA

Going Concern

JUNE 16, 2025

Crete Professional Alliance says this on their website: “Crete Professionals Alliance (“Crete PA”) is not a licensed CPA firm. Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to clients. Note: Zora is a client.

accounted

Going Concern

APRIL 28, 2025

A CPA Journal article asks “ Did the CPA Evolution Leave Educators Behind? ” Authors Walied Keshk, PhD, CPA and Edward J. Among other things, the survey inquired about respondents readiness to adapt their courses and teaching methods to the new CPA exam requirements.

CPA

Going Concern

JANUARY 31, 2025

Latest Goldstein Lieberman acquisition boosts CPA firm into nations top 1% [ NJBIZ ] Um that’s some iffy math there considering no one has heard of either of these firms and they don’t rank on the IPA 500. One of the regions largest CPA firms is getting bigger, following Goldstein Lieberman & Co.

cpa firm

Accounting Today

JULY 1, 2025

LMC integrates Kepniss LMC and Kepniss team members at the Springfield, New Jersey, office LMC, a firm based in New York City and an Ascend platform partner, announced that Stephen A. of Springfield, New Jersey, has joined. The firms eight tax professionals will continue to operate from Kepnisss Springfield office.

North Carolina

Going Concern

MARCH 3, 2025

Gone are the days where you can work for a CPA firm for 20 years and just be granted partner. — Ryan Bakke, CPA (@RyanBakkeCPA) March 2, 2025 Full text: 25-35 year old accountants/CPAs should be scared right now. Gone are the days where you can work for a CPA firm for 20 years and just be granted partner.

cpas

CPA Practice

NOVEMBER 15, 2024

Brown Plus Welcomes New Team Members Leading accounting and advisory firm,Brown Plus, recently announced the addition of four new team members to its office in Camp Hill, Pennsylvania: Devin Brown, CPA, MBA, rejoins Brown Plus as an Audit Senior Manager. We’re excited to welcome Devin back to Brown Plus!

audit

Accounting Today

JULY 1, 2025

By Michael Cohn 6h ago Practice management Ascend adds two East Coast firms Ascend added two more CPA firms: BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1. By Paige Hagy 8h ago Like what you see?

Ohio

Going Concern

JANUARY 10, 2025

The move will better accommodate KPMGs local employees, a company spokesperson said, and provide direct connectivity to New York Penn Station, notably, our new headquarters at Two Manhattan West. The move to the buildings entire seventh floor reflects the firms continued growth and commitment to the New York market.

New York

Accounting Today

JULY 1, 2025

By Michael Cohn 6h ago Practice management Ascend adds two East Coast firms Ascend added two more CPA firms: BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1. By Paige Hagy 8h ago Like what you see?

North Carolina

Going Concern

JULY 25, 2025

Big 4 EY whistleblower alleges firm enabled organized crime-linked global gambling networks [ ReadWrite ] A former senior partner at Ernst & Young has accused the firm of knowingly enabling organized crime-linked gambling businesses in a sweeping federal complaint filed in the Southern District of New York.

Gambling

Insightful Accountant

JUNE 19, 2025

of New York, New York. An award-winning educator and speaker, Jacqueline specializes in real estate, consulting, and service-based firms. She collaborates with CPA firms seeking QuickBooks Online (QBO) experts and supports peers eager to master the trade.

general ledger

Accounting Today

JULY 1, 2025

By Michael Cohn 6h ago Practice management Ascend adds two East Coast firms Ascend added two more CPA firms: BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1. By Paige Hagy 8h ago Like what you see?

Ohio

BuildYourFirm

MARCH 26, 2020

Would you leave a safe and comfortable controller position at a large company to start your own CPA firm? Guest Bio: Luke Gheen, MBA, CPA, Certified Tax Coach. CPA in 2011 to help business owners simplify their accounting, save substantial money in tax, and grow their wealth long-term. Listen to Episode 006.

CPA

CPA Practice

MARCH 25, 2025

James Pai CPA PLLC and its sole owner and partner Yu-Ching James Pai were fined a total of $40,000 for violating multiple PCAOB rules and standards in connection with the 2021 and 2022 audits of SUIC Worldwide Holdings.

New York

CPA Practice

NOVEMBER 24, 2023

Top 35 accounting firm Weaver will be merging in New York-based CPA firm Buchbinder Tunick & Co. This deal expands Weaver’s East Coast presence to five offices, including two in New York City, one on Long Island, one in New Jersey, and one in Washington, D.C.

New York

CPA Practice

NOVEMBER 20, 2023

Top 35 accounting firm Weaver will be merging in New York-based CPA firm Buchbinder Tunick & Co. This deal expands Weaver’s East Coast presence to five offices, including two in New York City, one on Long Island, one in New Jersey, and one in Washington, D.C.

New York

Going Concern

JUNE 23, 2023

The CPA Journal ] Generation Z is beginning to enter the workforce, bringing with it a demographic shift that will affect every facet of American society, including the accounting profession. That train departed the station in March of 2020,” says Brandon Smith, chief human resources officer at LMC in New York City.

cpa firm

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

Going Concern

AUGUST 26, 2022

KPMG to Cut Manhattan Office Space in Move to New U.S. Headquarters at Hudson Yards [ Wall Street Journal ] The global audit and consulting firm KPMG LLP is shrinking its New York office space by more than 40%, becoming the latest big company to cut back on real estate as it embraces hybrid work. Firm M&A.

CPA

CPA Practice

NOVEMBER 3, 2023

Top 25 accounting firm Citrin Cooperman has acquired Gettry Marcus, a top 200 CPA firm based in Woodbury, NY. The firm is also considered to have one of the most credentialed business valuation and litigation groups in the New York area. Financial terms of the transaction, which became official on Nov.

cpa firm

CPA Practice

NOVEMBER 2, 2023

Top 25 accounting firm Citrin Cooperman has acquired Gettry Marcus, a top 200 CPA firm based in Woodbury, NY. The firm is also considered to have one of the most credentialed business valuation and litigation groups in the New York area. Financial terms of the transaction, which became official on Nov.

cpa firm

CPA Practice

MAY 17, 2023

Based in Hackensack, NJ, Tobin & Collins has served clients in the New Jersey and New York metropolitan area for more than 50 years. The firm’s client base includes real estate entrepreneurs, high-net-worth individuals, and privately held companies in a broad range of industries.

cpa firm

CPA Practice

JUNE 6, 2023

Top 20 accounting firm Armanino has acquired Los-Angeles-based business management CPA firm Bemel, Ross & Avedon, which provides services to some of the country’s leading entertainers and executives in the film and music industry. Terms of the deal, which closed on June 1, were not disclosed.

cpa firm