Accounting Today

AUGUST 1, 2025

Wipfli is their third (significant) CPA firm investment, and all indications are that the Wipfli investment will be as successful as the Citrin Cooperman and Grant Thornton ones have been. All rights reserved.

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. All rights reserved.

Technology

Accounting Today

JUNE 13, 2025

in accounting from James Madison University and is a CPA in Virginia. By Michael Cohn 31m ago Accounting New York passes licensure changes bill The New York State Legislature passed a bill establishing an additional pathway to CPA licensure, and another bill authorizing the use of electronic signatures. All rights reserved.

accounted

Accounting Today

JULY 23, 2025

I said, I can fix this; Im a CPA — this is what I do. By Michael Cohn July 22 Tax House GOP appropriations bill would slash IRS funding House Republicans have introduced a spending resolution that would slash IRS funding by around $2.8 All rights reserved. I fix things. For the next two years, I left it up to me," he said.

Technology

Insightful Accountant

JUNE 9, 2025

Your expertise in navigating these decisions demonstrates the value of year-round tax planning, which extends beyond simple compliance, thereby enhancing your ability to charge for advisory services beyond tax preparation fees. Consider establishing mid-year check-ins with clients who have college-age children.

tax planning

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. All rights reserved. Mindset is paramount. Think — plan — grow!

Technology

Accounting Today

JUNE 13, 2025

By Michael Cohn 9h ago Accounting New York passes licensure changes bill The New York State Legislature passed a bill establishing an additional pathway to CPA licensure, and another bill authorizing the use of electronic signatures. All rights reserved.

Technology

ThomsonReuters

JUNE 4, 2025

Jump to Addressing the technology gap in CPA firms Key strategies for UltraTax CS implementation The hidden costs of not changing Are you ready to transform your CPA firm with UltraTax CS? Addressing the technology gap in CPA firms Every accounting firm has its unique set of challenges and inefficiencies. Lets take a look.

cpa firm

Accounting Today

JUNE 17, 2025

EDT 3 Min Read Facebook Twitter LinkedIn Email Private equity in the profession; green cards and exit taxes; governance for preparers; and other highlights from our favorite tax bloggers. The Sales Tax People ( [link] ): Whats up with subscription services and sales tax? All rights reserved.

E-commerce

Accounting Today

JUNE 11, 2025

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. All rights reserved. Elliott Davis is based in Greenville, South Carolina, with over 800 employees, 60 partners and eight offices.

Technology

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?

Tax

Accounting Today

JUNE 6, 2025

EDT 1 Min Read Facebook Twitter LinkedIn Email Jody Padar, an author and speaker known as "The Radical CPA," and Katie Tolin, a growth strategist for CPAs, together launched a training and technology platform called XcelLabs. All rights reserved.

Technology

Accounting Today

JUNE 13, 2025

The company is also offering a 100% money-back guarantee for subscribers to its TaxPlanIQ Growth Plan who, over 12 months, complete 12 trainings, present 10 tax plans to verifiable clients or prospects, and participate in five 1:1 tax plan reviews with a TaxPlanIQ Concierge CPA Consultant. All rights reserved.

Technology

Insightful Accountant

JUNE 11, 2025

Most business owners feel overwhelmed, creating an ideal environment for advisory services that go far beyond traditional tax preparation. Position yourself as their strategic partner, not just their tax preparer. Add international operations to the mix, and the complexity multiplies exponentially.

general ledger

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

Accounting Today

JUNE 16, 2025

This current business environment — exacerbated by economic uncertainty, fee pressures and the ongoing CPA talent shortage — is exposing the growing cracks in the traditional accounting model. All rights reserved. They expect strategic insights, thoughtful planning and a reliable partnership year-round.

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. All rights reserved.

accounted

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. All rights reserved. By Richard Chambers July 18, 2025, 11:54 a.m.

audit

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. All rights reserved. relocate offices; and more news from across the profession.

Technology

Accounting Today

JUNE 6, 2025

CANADA CPA Canada and FP Canada, Toronto, signed a new memorandum of understanding to enhance collaboration between the accounting and financial planning professions, offering professional accountants who are part of CPA Canada opportunities to enhance their credentials, along with improved access to FP Canada courses and conferences.

New Jersey

Accounting Today

JULY 23, 2025

By Michael Cohn July 22 Tax House GOP appropriations bill would slash IRS funding House Republicans have introduced a spending resolution that would slash IRS funding by around $2.8 By Michael Cohn July 22 Audit PCAOB revokes Hong Kong firm's registration The Public Company Accounting Oversight Board sanctioned Centurion ZD CPA & Co.

Technology

Accounting Today

JULY 16, 2025

In May, Armanino expanded into Utah by adding Cooper Savas LLC , a CPA firm based in Salt Lake City. All rights reserved. Following the deal, Armanino adopted an alternative practice structure. In February of this year, Armanino acquired Boca Raton, Florida-based ERP and technology consulting firm Complete Business Solutions.

Technology

Accounting Today

JULY 22, 2025

EDT 4 Min Read Facebook Twitter LinkedIn Email E-comm challenges; advising on biz sales; the IRS and math errors; and other highlights from our favorite tax bloggers. Institute on Taxation and Economic Policy ( [link] ): How much would every family in every state have gotten if OBBBAs tax cuts had been evenly divided?

E-commerce

Accounting Today

JULY 28, 2025

so the talent pool is shrinking and both the public and the private sectors are fighting for the same CPA and the same talent. All rights reserved. Weve gone from over 2 million accountants down to 1.8 million, and not growing and actually declining. India actually has more accountants than the U.S.,

Technology

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. Sax is in discussions with three other CPA firms and three wealth management firms. All rights reserved.

New Jersey

Accounting Today

JULY 25, 2025

01:14): We hired a chief operating officer from a non CPA financial services business. Many times, not from the CPA profession were willing to invest. All rights reserved. So weve added people with different ideas from different industries. (01:14): We hired a sales and marketing VP from a business that did technology software.

Oklahoma

Accounting Today

JUNE 10, 2025

In 2023, Sax merged in Schall & Ashenfarb CPAs , a firm based in New York. In 2022, Sax acquired David Weiss CPA , also in New York. All rights reserved. Will Walsh of 1LifeConsulting LLC consulted on the transaction. a firm that specializes in profit participation and entertainment accounting and is also based in Los Angeles.

New Jersey

Accounting Today

JUNE 5, 2025

EDT 6 Min Read Facebook Twitter LinkedIn Email Bank job; the magic is gone; not a beautiful day in the Neighborhood; and other highlights of recent tax cases. CPA Timothy Trifilo has been sentenced to 20 months in prison for making a false statement on a mortgage loan application and for not filing an income tax return.

Tax

Accounting Today

JUNE 6, 2025

All rights reserved. By Paige Hagy 6h ago Practice management On the move: HCVT hired CAS co-leader Grant Thornton names new CFO; CTCPA installs new board of directors; and more news from across the profession.

Technology

Accounting Today

JUNE 9, 2025

To start, ownership in a CPA firm is more expensive today than it ever has been. credentialed CPAs in America) and demand (i.e., total addressable market), the well-documented conclusions are: 75% of todays CPAs will have retired in the next decade; and, Revenue per CPA is projected to 2.7x All rights reserved.

accounted

Accounting Today

JUNE 26, 2025

EDT 5 Min Read Facebook Twitter LinkedIn Email Another Naughty list; a couple of sharks; Miami vice; and other highlights of recent tax cases. .: Fulton, Agoura Hills, indefinite from March 18, 2025; CPA Mark L. 1, 2024; and CPA Walter W. Tuggle, Duluth, indefinite from March 18, 2025; CPA William B. Oregon: CPA Peter J.

Tax

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. All rights reserved.

Rhode Island

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? Personality is a differentiator, not a liability Clients dont just hire CPA firms for tax prep or financial statements. Here are five ways CPA firms can embrace that idea: 1.

cpas

Accounting Today

JUNE 27, 2025

Ledgre announces 'Ledgy' tax assistant for rental property owners andia-faith/andiafaith - stock.adobe.com Ledgre , an AI-driven accounting platform built for landlords and real estate investors, announced the rollout of Ledgy, a new AI tax assistant that supports the tax and bookkeeping experience for rental property owners.

Technology

Accounting Today

AUGUST 1, 2025

In 2021, virtual events and webinars surged due to pandemic constraints. Katie Tolin President, CPA Growth Guides For reprint and licensing requests for this article, click here. All rights reserved. Conferences and events. But by 2023, there was a return to hybrid models. Choose with intention. Spend with precision.

Technology

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. All rights reserved. relocate offices; and more news from across the profession.

Technology

Accounting Today

JUNE 13, 2025

INDIANA The Indiana CPA Society, Indianapolis, in collaboration with CPA Crossings, released the 2025 Workforce Transformation Report, examining the future of the accounting profession amid technological change and talent challenges. All rights reserved.

Technology