CPA Practice

JUNE 6, 2025

Thanks for reading CPA Practice Advisor! OBannon Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. To explore the Resource Center, visit ADP.com/AccountantResourceCenter. © 2025 Firmworks, LLC. © 2025 Firmworks, LLC.

Technology 93

Technology payroll accounted Account 93

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 110

Technology payroll audit Education 110

CPA Practice

JUNE 18, 2025

Thanks for reading CPA Practice Advisor! View more articles from Mary Girsch-Bock > CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. He officially joined the firm on May 12, 2025. © 2025 Firmworks, LLC. © 2025 Firmworks, LLC. All rights reserved.

Technology 115

Technology audit Healthcare payroll 115

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

CPA Practice

JUNE 20, 2025

Thanks for reading CPA Practice Advisor! Jason Bramwell Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. million in COVID-19 relief loans in Pennsylvania. million in COVID-19 relief loans in Pennsylvania.

Pennsylvania 72

Pennsylvania CPA Technology payroll 72

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

CPA Practice

JULY 7, 2025

AICPA and NASBA Recognize Top CPA Exam Performers with Elijah Watt Sells Award The American Institute of CPAs (AICPA) and the National Association of State Boards of Accountancy (NASBA) congratulate this year’s winners of the Elijah Watt Sells Award. Yoshioka has applied for his CPA licensure in the U.S.

cpas 85

cpas accounting and finance CPA Technology 85

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! This team will be bold, and focused on helping our clients and people succeed.”

Technology 89

Technology Ohio payroll payroll tax 89

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

CPA Practice

JULY 9, 2025

Thanks for reading CPA Practice Advisor! OBannon Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. © 2025 Firmworks, LLC. © 2025 Firmworks, LLC. All rights reserved.

Technology 109

Technology payroll audit payroll tax 109

CPA Practice

JULY 22, 2025

Thanks for reading CPA Practice Advisor! Jason Bramwell Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. More information about Smart Intake can be found here. © 2025 Firmworks, LLC. © 2025 Firmworks, LLC.

Technology 59

Technology payroll payroll tax audit 59

CPA Practice

JULY 16, 2025

Thanks for reading CPA Practice Advisor! OBannon Firm Management July 15, 2025  The Rise of Non-CPAs in CPA Firm Acquisitions A growing number of non-CPA buyers are acquiring multiple CPA firms to build scalable, regional, and niche accounting businesses. © 2025 Firmworks, LLC. © 2025 Firmworks, LLC.

Technology 89

Technology accounted Account accountant 89

Accounting Today

JUNE 13, 2025

TaxPlanIQ adds new features Pavel Bolotov/pashabo - stock.adobe.com Tax planning solutions provider TaxPlanIQ rolled out several new features. Instead users can invite their tax professional to collaborate on tax strategies or search the directory of firms who support the Instead platform and offer tax planning and advisory.

Technology 82

Technology tax planning audit tax preparation 82

CPA Practice

JUNE 26, 2025

Thanks for reading CPA Practice Advisor! OBannon Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. debt on the economy. debt on the economy. To see additional findings from Grant Thornton’s Q2 2025 CFO survey, visit: [link].

Finance 97

Finance Technology accounting and finance payroll 97

CPA Practice

JUNE 25, 2025

OBannon LeaseCrunch, a provider of cloud-based accounting software for CPA firms, today announces its rebrand as Crunchafi. The new identity signals a renewed commitment to providing purpose-built solutions that reduce friction, automate complex tasks and empower CPA firms with actionable financial insights.

cpa firm 66

cpa firm CPA Technology payroll 66

CPA Practice

JUNE 11, 2025

Thanks for reading CPA Practice Advisor! Jason Bramwell Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. Starts at just $28/month. AI Answering Services is now available to all accounting firms across the U.S.

accounting firms 52

accounting firms Technology accounted Account 52

CPA Practice

JUNE 17, 2025

This list ranks the top CPA firms by the number of SEC-registered hedge funds audited. Thanks for reading CPA Practice Advisor! OBannon Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. © 2025 Firmworks, LLC.

auditor 72

auditor Technology audit payroll 72

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.

Technology 88

Technology accounting and finance cpas payroll 88

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. She received her B.A.

West Virginia 51

West Virginia Technology Pennsylvania accounting and finance 51

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. © 2025 Firmworks, LLC.

Technology 60

Technology Georgia payroll payroll tax 60

CPA Practice

JULY 22, 2025

By combining insight with proactive planning, finance leaders can build a more resilient business, ready to respond, recover, and even thrive in times of change. Thanks for reading CPA Practice Advisor! CPA Practice Advisor has products that deliver powerful content to you in a variety of forms including online, email and social media.

Technology 40

Technology accounting and finance payroll payroll tax 40

CPA Practice

JULY 7, 2025

Thanks for reading CPA Practice Advisor! A former QuickBooks beta tester, Mary has been a featured regular contributor to CPA Practice Advisor since 2002, and she has also been published in The Motley Fool , The Blueprint , and Property Manager.com. He is admitted to the New York State Bar and the U.S. Supreme Court.

North Carolina 55

North Carolina Technology payroll New York 55

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. Thanks for reading CPA Practice Advisor! Financial terms of the deal weren’t disclosed.

Florida 90

Florida Technology Tennessee payroll 90

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

CPA Practice

JULY 24, 2025

Thanks for reading CPA Practice Advisor! Jason Bramwell Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. Click here to access this free whitepaper. © 2025 Firmworks, LLC. © 2025 Firmworks, LLC. All rights reserved.

Technology 52

Technology income tax payroll payroll tax 52

CPA Practice

JUNE 18, 2025

Thanks for reading CPA Practice Advisor! OBannon Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. He also enjoys traveling and is a big sports fan. © 2025 Firmworks, LLC. © 2025 Firmworks, LLC. All rights reserved.

Technology 85

Technology accounting and finance payroll payroll tax 85

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

CPA Practice

JUNE 24, 2025

Thanks for reading CPA Practice Advisor! Becky Livingston Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. © 2025 Firmworks, LLC. © 2025 Firmworks, LLC. All rights reserved.

Technology 71

Technology payroll payroll tax audit 71

CPA Practice

JUNE 25, 2025

Thanks for reading CPA Practice Advisor! OBannon Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. © 2025 Firmworks, LLC. © 2025 Firmworks, LLC. All rights reserved.

Technology 71

Technology accounting and finance payroll payroll tax 71

CPA Practice

JUNE 18, 2025

Thanks for reading CPA Practice Advisor! OBannon Advisory June 18, 2025  State CPA Society News & Updates – June 2025 State CPA Society News & Updates is a selection of recent announcements and initiatives by CPA associations in the United States and its territories. © 2025 Firmworks, LLC. All rights reserved.

Technology 71

Technology payroll accounting and finance audit 71

CPA Practice

JULY 24, 2025

Thanks for reading CPA Practice Advisor! Jason Bramwell Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. © 2025 Firmworks, LLC. © 2025 Firmworks, LLC. All rights reserved.

Technology 45

Technology Account accountant accounted 45

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

Analytix Finance & Accounting

JUNE 24, 2025

You must also cover benefits, payroll taxes, office space, equipment, software licenses, and ongoing training. Professional accounting firms employ specialists in various areas including tax planning, financial analysis, compliance, and industry-specific regulations.

accounted 52

accounted Account accountant bookkeeping 52

CPA Practice

JUNE 18, 2025

Thanks for reading CPA Practice Advisor! Jason Bramwell Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. © 2025 Firmworks, LLC. © 2025 Firmworks, LLC. All rights reserved.

Technology 71

Technology payroll payroll tax audit 71

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

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.

Real Estate 52

Real Estate Technology payroll Healthcare 52

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. audit, tax and advisory firm, today announced its next Management Committee, effective July 1, 2025. © 2025 Firmworks, LLC. © 2025 Firmworks, LLC.

Technology 66

Technology payroll Ohio audit 66