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Site Visits: A Critical Step in the Business Valuation Process

RogerRossmeisl

Valuing a business requires more effort than just plugging numbers from the financial statements into a spreadsheet or artificial intelligence software program. Financial statements, tax returns and marketing materials tell only part of the story. For retail operations, does the company.

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Management Interviews are a Critical Part of the Business Valuation Process

RogerRossmeisl

When preparing a business valuation, quantitative data — from tax returns, financial statements, contracts and other sources — is important. The post Management Interviews are a Critical Part of the Business Valuation Process appeared first on Roger Rossmeisl, CPA. But there’s more to a company than numbers.

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Top Remote Tax and Accounting Candidates of the Week | June 5, 2025

Going Concern

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

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State CPA Society News and Updates – Oct. 2024

CPA Practice

State CPA Society News & Updates is a selection of recent announcements and initiatives by CPA associations in the United States and its territories. He will now put his international experience to work at the state level, where he looks forward to working in service of the CPA profession in Florida. She holds a B.S.

CPA 110
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Be an Odd Duck: Work on, Not in Your Public Accounting Practice

Speaker: Tom Bowman, CPA of Bowman & Company

It is possible to run an Accounting Firm and never do tax returns or financial statements! Tom Bowman, Owner of Bowman & Company, CPA, PC shares his journey and 10 step process for going from Technician to Business Owner. Our CEUs count toward the Certified Public Accountant (CPA) program.

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Top Remote Accountants of the Week | October 17, 2024

Going Concern

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 (..)

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Should Tax Planners Work with Family Offices? How Family Offices Work

CTP

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. This may operate similarly to an enterprise.

Tax 105