CPA Practice

NOVEMBER 13, 2023

Once the transaction is completed, Cohen & Co. Szymkowiak and PEAR are entrepreneurial at their core with deep business advisory expertise. The firm also provides outsourced corporate tax and accounting advisory services. on this transaction, which is the second acquisition for the firm this year.

CPA 110

CPA tax consultant auditor audit 110

ThomsonReuters

JULY 6, 2023

That’s why many accountants are embracing the profitable shift to tax advisory services. Let’s take a look at what tax advisory is and how you can take advantage of this approach to serving clients. What are tax advisory services? But what is a tax advisor and how do you become one?

Tax 98

Tax tax return income tax audit 98

CPA Practice

JANUARY 2, 2024

PKF Mueller Joins Cherry Bekaert to Expand Chicago Market Reach Cherry Bekaery, an assurance, tax and advisory firm, recently completed an acquisition transaction with PKF Mueller , a full-service certified public accounting and business advisory firm located in the metropolitan Chicago area.

Illinois 114

Illinois Pharmaceutical E-commerce audit 114

CPA Practice

SEPTEMBER 25, 2023

By Sandy Petty, CPA, CGMA, PHR, SHRM-CP Determining the right pricing strategy for advisory services is a science and an art. I want to dive into the essential aspects of pricing advisory services to help my tax and accounting peers navigate this crucial aspect of their practice.

audit 113

audit accounting and finance accounting firms CPA 113

CPA Practice

SEPTEMBER 25, 2023

TAG Alliances Welcomes Ray Polantz of Cohen & Company as New Advisory Board Member TAG Alliances, a leading multidisciplinary alliance of independent professional services firms, recently appointed Raymond Polantz, Tax Partner at Cohen & Company as its newest Advisory Board member.

New Hampshire 105

New Hampshire Massachusetts CPA Real Estate 105

CPA Practice

FEBRUARY 5, 2024

The newly admitted partners and principals bring expertise across advisory, assurance, and tax, and play integral roles in the firm’s industry groups. Top 20 accounting firm CohnReznick admitted 24 professionals—18 men and six women— to its partnership on Feb.

New York 52

New York accounting and finance Tax accounting firms 52

CPA Practice

FEBRUARY 2, 2024

The newly admitted partners and principals bring expertise across advisory, assurance, and tax, and play integral roles in the firm’s industry groups. Top 20 accounting firm CohnReznick admitted 24 professionals—18 men and six women— to its partnership on Feb.

New York 52

New York accounting and finance Tax accounting firms 52

CPA Practice

JANUARY 19, 2024

But even pre-dating the pandemic, a much more fundamental dynamic has been underway, shaping the very nature of how modern and future practices will operate, the services they will provide, and the even the makeup of the staff who constitute those firms. Pricing CAS Services 4. Or is it CAS (Client Advisory Services)?

accounting firms 78

accounting firms Account accountant accounted 78

Accounting Today

APRIL 23, 2024

At its core, CAS/CAAS aims to transcend traditional transactional and compliance services, venturing into the realms of advisory and consulting.

accounting firms 49

accounting firms Account accountant accounted 49

Going Concern

FEBRUARY 6, 2024

The significant investment from H&F and Valeas provides the firm with access to additional capital and capabilities to accelerate growth through investments in talent, technology and further strategic acquisitions directed at providing best-in-class client services.

cpa firm 89

cpa firm accounting and finance public accounting CPA 89

CPA Practice

JULY 31, 2023

Schneider Downs Announces Seven Additions to Ownership Group Schneider Downs, one of the 60 largest certified public accounting and business advisory firms in the United States, recently announced the addition of seven new shareholders to its ownership group. Included among those promoted to Shareholder at Schneider Downs are: Ryan R.

Real Estate 97

Real Estate West Virginia Manufacturing audit 97

ThomsonReuters

MARCH 21, 2023

Instead, when a client asks a question that is beyond the scope of the agreement , use it as an opportunity to put advisory services at the center of your client relationships. There is a difference between offering free advice and offering advisory services. How often do you give information away for free?

CPA 97

CPA Tax tax return accounting firms 97

ThomsonReuters

JULY 6, 2023

But what does accounting advisory mean and how can your firm take advantage of this unique opportunity to showcase your knowledge and build deeper relationships with your clients? Let’s take a look at the basics. What is accounting advisory? Watch now >> What is the difference between accounting advisory and consulting?

Account 88

Account accountant accounted tax return 88

CPA Practice

APRIL 4, 2024

The transaction will enhance and expand Crowe’s strategic advisory capabilities, offering economic insights and analysis to complement its existing portfolio of traditional consulting and deal advisory services, the firm said in a news release. will operate as a subsidiary of Crowe upon completion of the transaction.

New Hampshire 52

New Hampshire Texas audit Legal 52

Withum

FEBRUARY 8, 2024

Kelsey Thomas, Senior Manager, Advisory Services M&A Empow’her’ment is broken down into several mini-episodes to cover current and relevant topics in the M&A world. Meet Your Host Kelsey Thomas has over 15 years of professional experience in assurance and transaction advisory services.

Manufacturing 52

Manufacturing Technology 52

CPA Practice

FEBRUARY 5, 2024

The Financial Times reported that H&F and Valeas would take an equity stake of about $1 billion for just over 50% of the Chicago-based accounting and advisory firm, with more than $900 million coming from H&F, according to a person familiar with the deal.

CPA 64

CPA Legal public accounting accounting and finance 64

CPA Practice

JANUARY 31, 2023

Dane Harris leads the firm’s efforts in Texas and surrounding markets, with a focus on private equity advisory and transaction advisory services. In his practice, he provides accounting and audit services to the construction and non-profit sectors. A graduate of the Peter T.

New Hampshire 110

New Hampshire Georgia Virginia public accounting 110

Cherry Bekaert

DECEMBER 12, 2023

For specific questions related to your M&A objectives, Cherry Bekaert’s Transaction Advisory , Private Equity Services and Risk Account & Advisory teams welcome the opportunity to discuss challenges, opportunities and how we may be of resource to you.

Account 52

Account accountant accounted 52

CPA Practice

FEBRUARY 19, 2024

a Top 60 independent Certified Public Accounting (CPA) firm has expanded the leadership team in its Tax Advisory practice through the addition of several new hires. Janelle Merlo , Tax Director, has 20 years of public accounting experience, providing a wide variety of tax and consulting services to a broad range of clients.

New Hampshire 64

New Hampshire audit accounting and finance Non-Profits 64

CPA Practice

FEBRUARY 22, 2024

CohnReznick LLP, an advisory, assurance, and tax firm, has been recognized by The M&A Advisor with the Sec. 363 Sale of the Year Award ($10 MM – 50MM category) for its advisory work in the restructuring and sale of Winc, Inc., a wine club, wholesaler, and online retailer. CohnReznick won the Sec.

Sales 59

Sales Tax Retail 59

Withum

JUNE 8, 2023

Henil is a manager in Withum’s Forensic and Valuation Services Group. He has seven years of experience in providing business valuation and transaction advisory services for a multitude of industries, including technology, consumer products, life sciences, and others.

Education 98

Education Tax Finance Technology 98

ThomsonReuters

SEPTEMBER 7, 2023

Prepare for the future of accounting with Thomson Reuters Practice Forward® How to turn transactions into connections In today’s economic landscape, roles are constantly shifting and evolving to meet the demands of compliance frameworks, changes in tax laws , and the expectation of more data on demand.

Account 59

Account accountant accounted tax return 59

ThomsonReuters

JULY 25, 2023

This change also requires a shift in mindset, one that focuses less on traditional compliance work and more on strategic advisory services. The survey also indicated that advisory practices are continuing to use technology to innovate and embrace new business models to maximize value for their staff and clients.

Technology 98

Technology Tax audit accounting firms 98

ThomsonReuters

SEPTEMBER 9, 2022

But for those accountants who’ve answered the call to provide advisory services and being that valued business partner their clients need, the accounting profession can be one exciting ride. That means there’s more time to focus on higher-value services and long-term strategies. Redefine client relationships.

Account 98

Account accountant accounted tax return 98

CPA Practice

APRIL 19, 2024

By Gail Cole One of the most effective ways for an accounting practice to increase revenue and promote client satisfaction is to offer additional services that are essential to client compliance and success. In fact, when asked “What services are the most in demand?”, 91% of respondents named “1099 creation and filing.”

Technology 69

Technology Tax audit Account 69

CPA Practice

OCTOBER 11, 2023

CohnReznick LLP has acquired the Public Sector Advisory Group from Exiger, a technology-focused risk and compliance services firm. CohnReznick is one of the leading advisory, assurance, and tax firms in the United States. Terms of the agreement were not disclosed.

Construction 59

Construction audit Government Tax 59

Going Concern

AUGUST 22, 2022

Speaking of the press release, it’s official : Guidehouse and Grant Thornton LLP (Grant Thornton) today announced they have signed a definitive agreement under which Guidehouse, a portfolio company of Veritas Capital, will acquire Grant Thornton’s Public Sector Advisory practice. Grant Thornton to divest Public Sector Advisory practice.

Government 89

Government Management Consulting Washington audit 89

ThomsonReuters

JULY 6, 2023

Are you an accountant looking to break into the exciting world of mergers and acquisitions (M&A) advisory services? M&A advisory services are a professional service designed to help corporations, private equity firms, and other entities execute mergers and acquisitions.

Legal 52

Legal Tax Start-ups Construction 52

PANALITIX

AUGUST 23, 2020

Business Advisory in a Post-COVID Environment: An Interview with Michael Burke. Michael continued to build experience in governance, transactions, and reporting systems when he joined a family business and then private equity group as CFO. Products / Services. Transitioning from Compliance to Advisory. Target Clients.

chartered accountant 130

chartered accountant accounting and finance Manufacturing management accounting 130

CPA Practice

JUNE 26, 2023

Back in February, KPMG announced internally it would be cutting about 2% of its workforce —specifically 700 or so employees from its advisory practice—because, according to KPMG U.S. Vice Chair of Advisory Carl Carande, “we continue to have more people than needed to meet client demand.” KPMG employs roughly 40,000 people in the U.S.,

audit 64

audit Tax accounting firms Account 64

CPA Practice

JUNE 8, 2023

Thomas Austin Scholarship, Personal Financial Planning Distinguished Service Award, Sid Kess Award and Standing Ovation awards for both Personal Financial Planning and Technology Advisory. Personal Financial Planning (PFP) Division Distinguished Service Award Richard (Dick) J. Awards presented include the P.

cpas 98

cpas CPA forensic accounting Education 98

Withum

MARCH 28, 2022

Withum is excited to announce that Caroline Banzali has joined the Firm’s Transaction Advisory practice as a partner specializing in tax due diligence, structuring and post-transaction integration and tax optimization planning. Steve Brady Partner and Practice Leader of Transaction Advisory Services.

California 98

California Tax 98

Withum

MARCH 6, 2022

Withum is excited to announce that Travis Loomis will join the Firm to spearhead Operations and Supply Chain Consulting, a new service under Transaction Advisory. We’re excited to have Travis come in and lead this new service group. Brady Partner and Market Leader for Transaction Advisory.

Sales 98

Sales 98

CPA Practice

FEBRUARY 1, 2024

a Top 60 independent Certified Public Accounting (CPA) firm has expanded the leadership team in its Tax Advisory practice through the addition of several new hires. Janelle Merlo , Tax Director, has 20 years of public accounting experience, providing a wide variety of tax and consulting services to a broad range of clients.

New Hampshire 52

New Hampshire audit accounting and finance Non-Profits 52

ThomsonReuters

AUGUST 15, 2023

Jump to: 1: Unlock the benefits of value-based pricing 2: Gaining an advisory service advantage with client-centric services 3: Getting ahead with Practice Forward As the accounting industry continues to evolve, it is important for accounting firms to understand the benefits that advisory services can offer.

accounting firms 52

accounting firms Account accountant accounted 52

Cherry Bekaert

JULY 18, 2023

  What is a carve-out transaction? On the surface, these carve-out transactions may present a compelling opportunity to acquire a mature business, but there are often hidden challenges below the surface that can impact the buyer’s ability to produce transformative growth and profitability improvements.

Non-Profits 52

Non-Profits Tax 52

ThomsonReuters

JUNE 22, 2022

A cry for advisory help unanswered. When she asked her accountant at the time for advisory help, she was turned down. It was then that Majaliwa began her search for an accountant who could answer her call for a trusted advisory relationship—and she found one in Jessica Smith, CPA. They started in May. Consider these questions.

bookkeeping 98

bookkeeping tax preparation tax return Start-ups 98