CPA Practice

JULY 8, 2025

Combining our two platforms offers a powerful solution to improve firm efficiency, profits, and cash flow.” A webinar about the integration will be held on July 10. Thanks for reading CPA Practice Advisor! More information about the new Ignition/Karbon integration can be found here. © 2025 Firmworks, LLC. © 2025 Firmworks, LLC.

Technology

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. CPA Practice Advisor has products that deliver powerful content to you in a variety of forms including online, email and social media.

Technology

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. audit clients are ready to change firms within the next three years, according to an Inflo report.

Technology

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.

Tax

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.

Technology

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

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

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

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! The awards highlight the most useful technology for firms and clients.

Technology

ThomsonReuters

DECEMBER 5, 2024

In fact, state legislatures have found that keeping pace with the changes and complexity of tax laws continues to be a top concern for most CPA firms. Webinar Watch the on-demand webinar Accelerating Tax Research with Gen AI. Realize the potential of AI in transforming your approach to tax research.

Tax

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.

accounting and finance

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

CPA Practice

JULY 28, 2025

Additionally, within the next month, TIAG and TAG Alliances will soon formally announce the addition of multiple Top 100 accounting firms in the United States, marking another major milestone in TIAG and TAG Alliances continued growth. Thanks for reading CPA Practice Advisor! © 2025 Firmworks, LLC. All rights reserved.

accounting firms

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

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. By Paige Hagy June 6 Like what you see?

Tax

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

CPA Practice

JULY 14, 2025

Patrick Hickman, CPA , joined the firm in 2023 following a decade in public accounting with other firms. Logan Kowcheck, CPA joined Schneider Downs in 2011 in the firm’s audit practice group. She received her B.A. from the University of Findlay, and her M.B.A. from West Virginia University. He holds a B.S.

West Virginia

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. By Paige Hagy June 6 Like what you see?

auditor

CPA Practice

AUGUST 1, 2025

Thanks for reading CPA Practice Advisor! 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?

Sales

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.

accounted

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. It currently has a little under $4 billion in assets under management.

New Jersey

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. Heres a crash course.

accounted

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

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. It got me thinking.

cpas

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. Following the deal, Armanino adopted an alternative practice structure.

Technology

Nancy McClelland, LLC

MARCH 7, 2025

Its what facilitates the lifestyle Ive chosen for myself: a fully-remote CPA firm that allows me to live in Mexico during tax season and travel during conference season, while making an important difference in the lives of small business owners back home in Chicago.

Technology

CPA Practice

JULY 1, 2025

” Thanks for reading CPA Practice Advisor! in Ohio The top 30 accounting firm has its first location in Ohio after merging in Cincinnati-based CPA firm Flynn & Co. Jason Bramwell Firm Management July 1, 2025  KPMG Names Next Management Committee KPMG LLP, the U.S. © 2025 Firmworks, LLC.

Technology

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

CPA Practice

JULY 24, 2025

Thanks for reading CPA Practice Advisor! OBannon Firm Management July 24, 2025  10 Essentials for Selecting a Practice Management System Choosing the right practice management solution for your accounting firm is not a tactical decision; it is a strategic one that will impact the businesss efficiency now and for years to come.

Technology

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.

accounted

CPA Practice

JUNE 25, 2025

Thanks for reading CPA Practice Advisor! Studer CPA PC, had its PCAOB registration revoked after the accountant was found to be a repeat violator of U.S. Jason Bramwell Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals.

Technology

CPA Practice

JUNE 26, 2025

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

Technology

CPA Practice

JUNE 18, 2025

However, we remain concerned regarding the inequitable treatment of pass-through entities compared to corporations,” said AICPA President & CEO, Mark Koziel, CPA, CGMA. While the Senate bill is less punitive to SSTBs than the House version, it would still result in a tax increase for all pass-through businesses, such as CPA firms.

Tax

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

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? But lets talk a little bit about the vision for yourself. Was that always the goal or is that something that developed over time or Jeff Weiner (08:17): No?

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?

tax planning

CPA Practice

JULY 18, 2025

Thanks for reading CPA Practice Advisor! Brian Tankersley , Randy Johnston 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