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. Transforming tax practices with algorithms jd-photodesign - stock.adobe.com Tax season places immense pressure on CPA firms.

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CPA Practice

NOVEMBER 12, 2024

“Most expenses come from travel, and with the breakthrough tech of Navan Connect, CPAs and accounting firms can now automate expense reconciliation across their clients’ various banking and corporate card programs using a single dashboard, saving days of work.” There are more than 86,000 CPA and accounting firms in the U.S.

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CTP

OCTOBER 28, 2024

First, let’s start with a simple definition of a family office: A family office is a specialized company that is focused on managing the wealth and the personal affairs of a family. Many large CPA firms offer financial advisory services including family office services for high-net-worth families.

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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. Peterson also served as a key liaison with state CPA societies and facilitated small firm roundtables nationwide.

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CPA Practice

JUNE 18, 2025

Jason Bramwell The Chartered Institute of Management Accountants has elected John Graham, FCMA, CGMA, as its 92nd president, the group announced on June 18. ” Graham became an Associate Chartered Management Accountant in 1999 and a Fellow Chartered Management Accountant in 2011.

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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 52

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CPA Practice

JULY 7, 2025

Thanks for reading CPA Practice Advisor! Jason Bramwell Accounting July 7, 2025  AICPA News – July 2025 AICPA News is a collection of recent news briefs from the American Institute of CPAs and the Chartered Institute of Management Accountants. He is admitted to the New York State Bar and the U.S.

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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?

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CPA Practice

OCTOBER 23, 2024

The global economy has been quite resilient so far in 2024, but the latest survey of accountants points to some easing in growth at the current juncture,” the ACCA/IMA survey report says. In addition, CFOs’ confidence also fell, and in particular, there was a sharp deterioration in their assessment of new orders.

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Analytix Finance & Accounting

JUNE 24, 2025

Let’s face it: managing accounting of your small-to-medium business in-house can be a challenge. But here’s the thing… Outsourcing your accounting isn’t just a convenience anymore — it’s becoming a competitive advantage in 2025. Ready to streamline your CPA firm’s operations and boost growth?

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CPA Practice

DECEMBER 9, 2024

The program is built on the globally rigorous CGMA Finance Leadership Program leading to the award of the Chartered Global Management Accountant (CGMA) designation.

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CPA Practice

OCTOBER 24, 2024

The global economy has been quite resilient so far in 2024, but the latest survey of accountants points to some easing in growth at the current juncture,” the ACCA/IMA survey report says. In addition, CFOs’ confidence also fell, and in particular, there was a sharp deterioration in their assessment of new orders.

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Accounting Today

JULY 18, 2025

By Michael Cohn 31m ago Practice management On the move: Whitley Penn names global talent partner Indiana CPA Society awards $24,550 in scholarships; Weaver and Herbein + Co. relocate offices; and more news from across the profession.

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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? "I encourage everyone to change the story theyre telling," she told the audience. And if its not, fix it."

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CPA Practice

JUNE 19, 2025

CohnReznick Brings on Assurance Partner Nocco CohnReznick recently announced that Paul Nocco, CPA, has joined the firm as an assurance partner who will focus on serving clients in the Commercial Real Estate industry. Nocco earned a Master of Accountancy from Stetson University and is a licensed CPA in Colorado and Florida.

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Accounting Today

JUNE 9, 2025

To start, ownership in a CPA firm is more expensive today than it ever has been. Heres what I mean: If you take the time to forecast the next 10 years of public accounting supply (i.e., credentialed CPAs in America) and demand (i.e., Heres a crash course. What is happening to the partnership model? What does that mean for you?

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Accounting Today

JULY 17, 2025

As is common with PE deals, Sax will restructure to accommodate the investment, providing attest services through Sax LLP, a licensed CPA firm, and advisory, consulting and other professional services through Sax Advisory Group. It currently has a little under $4 billion in assets under management. billion fund. "I

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Accounting Today

JULY 18, 2025

Audit Accounting education Accounting students Deloitte MORE FROM ACCOUNTING TODAY Tax IRS enforcement efforts hit by cutbacks The IRSs progress in improving tax compliance in recent years has been threatened by cuts in funding and hiring, according to a new report. relocate offices; and more news from across the profession.

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CPA Practice

DECEMBER 2, 2024

Sansone, CPA, was presented with the Arthur J. Dixon Memorial Award and Annette Nellen, CPA, CGMA, Esq., These recipients have stood apart from their peers throughout their careers and this past year contributed valuable expertise to strengthen the accounting profession. Sansone, CPA – 2024 Arthur J. Dixon Memorial Award.

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CPA Practice

JUNE 18, 2025

This milestone shows our commitment to addressing the unique challenges of accounting professionals with our holistic solutions backed by our team of customer service experts,” said Joel Hughes, CEO of Rightworks. Thanks for reading CPA Practice Advisor! © 2025 Firmworks, LLC. © 2025 Firmworks, LLC. All rights reserved.

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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.

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CPA Practice

OCTOBER 24, 2024

Visual Lease, a software platform for integrated lease management, accounting, and reporting, is being acquired by CoStar Group, a provider of online real estate marketplaces, information, and analytics in the property markets, the companies said on Oct. Financial terms of the deal weren’t disclosed.

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Accounting Today

JULY 17, 2025

Bartlett, Pringle & Wolf BeachFleischman Berndt CPA BGW Blackman & Sloop Advisors Bland Garvey Blueprint CFO BMSS Family Of Companies Booth Management Consulting Bormel, Grice & Huyett Bowman and Co. The 2025 list is made up of 100 firms (in alphabetical order and unranked): ATKG Advisors B.A. Smith Leonard Squire & Co.

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Accounting Today

JULY 17, 2025

Practice management M&A Georgia MORE FROM ACCOUNTING TODAY Tax IRS enforcement efforts hit by cutbacks The IRSs progress in improving tax compliance in recent years has been threatened by cuts in funding and hiring, according to a new report. relocate offices; and more news from across the profession.

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CPA Practice

JUNE 5, 2025

The survey polls chief executive officers, chief financial officers, controllers and other CPAs in U.S. companies who hold executive and senior management accounting roles.

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Going Concern

APRIL 11, 2025

Salaries for accountants are starting to increase after lagging for years, experts said. Asset Management business: Yesenia Scheker-Izquierdo appointed U.S. The post Friday Footnotes: PE-Backed Firm Gets Rid of CPA on Email Signatures?; Big 4 HR Bots; IRS Audits Way Down | 4.11.25 appeared first on Going Concern.

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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 52

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Accounting Today

JULY 18, 2025

ALABAMA Machen McChesney, Auburn, promoted: Emma Farris to manager, Mary Elizabeth Bond to supervisor, and Ally Bean, Cole Dewberry and Keeley Leisure to senior accountants. INDIANA The Indiana CPA Societys CPA Educational Foundation awarded $24,550 in 2025-26 college and CPA exam scholarships.

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Accounting Today

JULY 17, 2025

Practice management M&A MORE FROM ACCOUNTING TODAY Tax IRS enforcement efforts hit by cutbacks The IRSs progress in improving tax compliance in recent years has been threatened by cuts in funding and hiring, according to a new report. relocate offices; and more news from across the profession.

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CPA Practice

JULY 7, 2025

Thanks for reading CPA Practice Advisor! Jason Bramwell Accounting July 7, 2025  AICPA News – July 2025 AICPA News is a collection of recent news briefs from the American Institute of CPAs and the Chartered Institute of Management Accountants. © 2025 Firmworks, LLC. © 2025 Firmworks, LLC.

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Going Concern

MARCH 13, 2025

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #23949760 Certifications: EA Education: College level course work, OJT Experience (years):10+ years tax and accounting with public firms Work experience (detail): Recently served as an enrolled agent with a CPA firm 10+ years preparing individual and business tax returns Provides full-cycle (..)

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Going Concern

JANUARY 23, 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 Full cycle accounting and financial reporting Prepared tax filings for individuals, SMBs, partnerships, nonprofits 30% review for tax team Client (..)

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Going Concern

FEBRUARY 27, 2025

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #23885265 Certifications: QBO ProAdvisor Education: BS Accounting Experience (years): 15+ years accounting experience Work experience (detail): 10 in public accounting Supervisory and bookkeeping review Business and individual tax return preparation Client facing and advisory Client (..)

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Accounting Today

JULY 18, 2025

Mark Chediak Bloomberg News Tax Trump tax plan Tax credits Energy industry MORE FROM ACCOUNTING TODAY Tax IRS enforcement efforts hit by cutbacks The IRSs progress in improving tax compliance in recent years has been threatened by cuts in funding and hiring, according to a new report.

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CPA Practice

JANUARY 17, 2023

In the last few years there has been a shortage of critical skills with regards to the accounting profession and especially in the output of North American and European professionals with CPA, EA and CMA qualifications. This is where skilled CPA, CMA AND EA professionals shine. Certified Management Accountant (CMA).

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CPA Practice

OCTOBER 18, 2024

State CPA Society News & Updates is a selection of recent announcements and initiatives by CPA associations in the United States and its territories. The Florida Institute of Certified Public Accountants (FICPA) recently announcedJim Gurowka, CAE, as its new Chief Growth Officer (CGO), effective Sept. She holds a B.S.

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DuctTapeMarketing

JULY 14, 2018

According to US Bank, 82% of businesses that fail, are actually profitable but failed to manage their cash flow. Handle payments and manage accounts payable. This task helps you avoid running out of money suddenly — leaving you unable to pay employees, vendors, or Uncle Sam.

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