Accounting Today

JULY 9, 2025

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 CPA firms. All rights reserved.

Tax 107

Tax tax preparation Technology corporation tax 107

Accounting Today

JULY 9, 2025

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 CPA firms. All rights reserved.

Technology 75

Technology accounted Account accountant 75

CPA Practice

JUNE 12, 2025

Thanks for reading CPA Practice Advisor! helps meet the growing needs of CPA firms by leveraging his experience to provide strategic technology assessments, planning, visioning and coaching. © 2025 Firmworks, LLC. All rights reserved.

Technology 110

Technology payroll audit Education 110

CPA Practice

JULY 8, 2025

Thanks for reading CPA Practice Advisor! 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 72

Technology payroll payroll tax audit 72

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 105

Tax Government Real Estate payroll tax 105

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 59

Real Estate accounted Account accountant 59

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 105

Technology South Carolina tax preparation audit 105

CPA Practice

JULY 16, 2025

The accounting firm said the investment supports its strategic growth into additional markets, improves the firm’s technology infrastructure, and provides additional resources. Armanino’s last M&A deal was in May when it acquired Cooper Savas , a full-service public accounting firm based in Salt Lake City.

Technology 89

Technology accounted Account accountant 89

CPA Practice

JULY 1, 2025

Thanks for reading CPA Practice Advisor! OBannon Auditing June 25, 2025  PCAOB Permanently Bars Repeat Rule-Breaker Michael Studer, CPA, was permanently barred on June 24 and his firm, Michael T. Studer CPA PC, had its PCAOB registration revoked after the accountant was found to be a repeat violator of U.S.

Technology 104

Technology audit payroll CPA 104

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 97

Tax Real Estate cpa firm tax return 97

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. ” Thanks for reading CPA Practice Advisor! © 2025 Firmworks, LLC. © 2025 Firmworks, LLC.

Technology 89

Technology Ohio payroll payroll tax 89

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. By Paige Hagy June 6 Like what you see?

Tax 52

Tax Technology tax return tax preparation 52

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 59

Real Estate accounted Account accountant 59

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. accounting and finance firms within the next five years. Thanks for reading CPA Practice Advisor!

Florida 90

Florida Technology Tennessee payroll 90

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. By Paige Hagy June 6 Like what you see?

auditor 59

auditor audit Technology tax preparation 59

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. Thanks for reading CPA Practice Advisor! states and the District of Columbia.

Technology 88

Technology accounting and finance cpas payroll 88

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. Thanks for reading CPA Practice Advisor! © 2025 Firmworks, LLC. © 2025 Firmworks, LLC.

auditor 72

auditor Technology audit payroll 72

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. Logan Kowcheck, CPA joined Schneider Downs in 2011 in the firm’s audit practice group.

West Virginia 51

West Virginia Technology Pennsylvania accounting and finance 51

Going Concern

NOVEMBER 7, 2024

Sign up now to view the complete candidate list and connect with potential hires.

Real Estate 52

Real Estate accounted Account accountant 52

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 64

Real Estate accounted Account accountant 64

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.

accounted 59

accounted Account accountant Utah 59

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 52

Maryland Virginia Washington cpa firm 52

CPA Practice

JULY 17, 2025

Thanks for reading CPA Practice Advisor! 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 60

Technology Georgia payroll payroll tax 60

Going Concern

NOVEMBER 27, 2024

With our Always-On Recruiting service, you can access a pool of top remote accounting candidates without any upfront costs. Sign up now to view the complete candidate list and connect with potential hires.

Real Estate 52

Real Estate accounted Account accountant 52

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 59

New Jersey Technology tax preparation audit 59

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 52

Real Estate accounted Account accountant 52

Going Concern

JULY 17, 2025

Whether you’re looking for talent in tax, audit, accounting, or project-based roles, we’ve got candidates worth your time.

Real Estate 52

Real Estate Tax accounted Account 52

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 59

Technology tax preparation audit auditor 59

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.

accounted 52

accounted Account accountant Technology 52

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 45

cpas Technology tax preparation cpa firm 45

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 52

Education tax planning Government Real Estate 52

CPA Practice

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. in Ohio The top 30 accounting firm has its first location in Ohio after merging in Cincinnati-based CPA firm Flynn & Co. Louis-area accounting firm Botz Deal & Co.

Ohio 72

Ohio Technology Tennessee cpa firm 72

Going Concern

JANUARY 9, 2025

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 Prepared tax filings for individuals, SMBs, partnerships, nonprofits 30% review (..)

Real Estate 52

Real Estate accounted Account accountant 52

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.

accounted 52

accounted Account accountant bookkeeping 52

Going Concern

DECEMBER 20, 2024

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 (..)

Real Estate 52

Real Estate accounted Account accountant 52

Going Concern

JUNE 12, 2025

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 CPA firm Full cycle bookkeeping, payroll, and financial reporting for multiple clients Supervise and review offshore team’s work, training and process documentation (..)

Real Estate 52

Real Estate Tax accounted Account 52

Going Concern

JANUARY 2, 2025

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 (..)

Real Estate 52

Real Estate accounted Account accountant 52