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Citrin Cooperman to Acquire Teplitzky & Co.

CPA Practice

Top 20 accounting firm Citrin Cooperman is expanding its presence in Connecticut and New England by acquiring Teplitzky & Co., a Woodbridge, CT-based accounting, consulting, and tax firm specializing in the healthcare industry, effective next month. Financial terms of the deal weren’t disclosed.

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PKF O’Connor Davies Picks Up Robert Philipson & Co.

CPA Practice

Top 30 accounting firm PKF O’Connor Davies has acquired Silver Springs, MD-based Robert Philipson & Co., an accounting, tax, and management advisory firm that specializes in serving private clients through sophisticated tax services. Financial terms of the deal, which became official on Jan.

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Eliminate Manual Work and Accelerate Accounts Receivable

CPA Practice

See how top accounting firms have reduced Days Sales Outstanding (DSO) and saved time by modernizing their payment workflow. What you’ll discover: Learn strategies for enhancing efficiency at key touchpoints like engagement letters, invoice delivery, payment collection and reconciliation, and more.

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The Collaborative Accountant

CPA Practice

million – $4,999,999 $5 million – $10,000,000 Over $10 million How many clients does your firm serve? million – $4,999,999 $5 million – $10,000,000 Over $10 million How many clients does your firm serve? million – $4,999,999 $5 million – $10,000,000 Over $10 million How many clients does your firm serve?

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The Hidden Gem to Firm Growth and Smoother Operations

CPA Practice

million – $4,999,999 $5 million – $10,000,000 Over $10 million What is the biggest document challenge your firm faces? million – $4,999,999 $5 million – $10,000,000 Over $10 million What is the biggest document challenge your firm faces?

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How to Become a Financial Hero to Your SMB Clients

CPA Practice

million – $4,999,999 $5 million – $10,000,000 Over $10 million Which practice management system do you use? million – $4,999,999 $5 million – $10,000,000 Over $10 million Which practice management system do you use? million – $4,999,999 $5 million – $10,000,000 Over $10 million Which practice management system do you use?

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Professionals on the Move – March 2023

CPA Practice

Perfetto is a registered CPA and holds a bachelor of science in business administration and accounting from the University of Connecticut. Sawhney brings 25 years of experience in the fraud, forensic accounting and litigation support fields to BST & Co.