This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
accounting firms cpa firm cpas 
CPA Practice
NOVEMBER 11, 2024
The Future Of AI For Productivity In Public Practice Is Brighter Than Ever Our K2 Enterprises team continues to teach practical AI courses for public practice professionals and industry CPAs. Batch Extensions from HubSync : Helps CPA firms prepare extensions in bulk. Blue J : Provides verifiable answers to your tax questions.
111 
TaxConnex
NOVEMBER 15, 2022
Many certified public accountants (CPAs), enrolled agents and other tax preparers and professionals that run accounting and tax preparation firms are constantly looking for new advisory avenues to service clients. government affairs at Wolters Kluwer Tax & Accounting wrote on Accounting Today. “It
130
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Book of Secrets on the Month-End Close
How To Break Digital Transformation Barriers And Accelerate AI Adoption
Forecasting Failures Are Costly: Heres How To Fix Them
Future-Proof Your Firm: Smarter Tech for Stronger Returns & Simpler Workflows
The Human Side of Finance: The Intersectionality of People, Culture, Adaptability, and Resilience
Book of Secrets on the Month-End Close
How To Break Digital Transformation Barriers And Accelerate AI Adoption
Forecasting Failures Are Costly: Heres How To Fix Them
Future-Proof Your Firm: Smarter Tech for Stronger Returns & Simpler Workflows
The Human Side of Finance: The Intersectionality of People, Culture, Adaptability, and Resilience
TaxConnex
NOVEMBER 22, 2022
In our blog last week, we looked at how sales and use tax advisory services might be a good new field for CPAs and accounting firms. Mark Friedlich, CPA, vice president of U.S. Partnering with an expert allows CPA firms to expand offerings without having to do the work within the firm.
130 
AdviceForTaxpreparers
SEPTEMBER 8, 2020
by Bill Meador, CPA, JD. My name is Bill Meador and I am writing a book to help tax staff succeed in a public accounting firm tax department. Facebook, Twitter, LinkedIn, talking directly to CPAs, accounting majors, accounting teachers, etc.). Bill Meador, CPA, JD. Work in a CPA Firm Tax Department?
246 
CPA Practice
DECEMBER 20, 2023
Top 200 accounting firm Honkamp recently added one of the 20 largest CPA firms in the St. The Dubuque, IA-based firm merged with Schowalter & Jabouri on Dec. The new location will be the first office in Missouri for Honkamp, and the merger increases the firm’s headcount to about 300 employees.
104 
CPA Practice
AUGUST 31, 2023
After Duke Alexander Moore got a sneak peek at the questions he and the two other panelists would be asked during a session at the 2023 Unique CPA Conference, “Bridging the Gap,” there was a topic he knew nothing about, even as the owner of a tax and accounting business: the traditional accounting firm partnership business model.
103 
CPA Practice
MARCH 15, 2023
They often focus their efforts to maximize the eventual sales value of the acquired business via a combination of targeted acquisitions of other firms, capital investments, expansion into profitable niches, waste reduction, tech adaptation, streamlining and other measures. What size accounting firms are private equity groups eyeing?
132 
ThomsonReuters
DECEMBER 17, 2020
But what does this mean for small CPA firms who don’t perform audits? In this episode of Pulse of Practice “Should a Small Firm Care?”, Paul Miller, CPA from Business by Design , and I are joined by Brian Fox, Founder of Confirmation, part of Thomson Reuters. How public company fraud affects the small CPA firm.
95 
Going Concern
FEBRUARY 6, 2025
They said : A task force of the American Institute of CPAs Professional Ethics Executive Committee (PEEC) will seek public comment on its preliminary conclusions about revisions to independence rules related to alternative practice structures, changes driven by the increasing prevalence of private equity investment in accounting firms.
90 
CPA Practice
AUGUST 30, 2023
Jackie Cardello During the panel discussion, “Accounting Across Generations: Assessing the Current State of the Industry,” the question, “What do we have to change to rebuild the talent pipeline in the accounting profession?” You don’t have to be a CPA. Firms are looking at non-traditional hires and non-CPAs.
105 
CPA Practice
JANUARY 30, 2024
Syracuse, NY-based accounting firm Bowers CPAs & Advisors has expanded its presence in Rochester after combining with Kasperski Dinan & Rink CPAs on Jan. Financial terms of the deal weren’t disclosed.
98 
CPA Practice
APRIL 22, 2024
The race to integrate Artificial Intelligence into the workflow of Certified Public Accountants is no longer a futuristic concept, but a current reality. Large accounting firms have made substantial strides in using AI to augment their services and deliver high quality outcomes.
124 
CPA Practice
AUGUST 27, 2024
The executive committee of HBK voted to split leadership roles of its two entities, HBK CPAs & Consultants and HBKS Wealth Advisors, giving each its own top executive, the firm said on Aug. In addition, Jeremy Hartzell will join Angelo’s executive team as chief operating officer of HBK CPAs & Consultants.
105 
AdviceForTaxpreparers
JULY 29, 2019
So, you’ve seen introverted accountants who stare at their own shoes all the time, right? What is an extroverted accountant? Do you know why it’s so difficult for restaurants to find CPAs? Because there’s no accounting for taste. Staff: …… Another CPA call. Bill Meador, CPA, JD.
212 
Ryan Lazanis
JANUARY 23, 2023
It’s my belief that hiring a virtual assistant for CPAs is one of the best choices you can make when scaling your firm. Table of Contents What is a Virtual Assistant for Certified Public Accountants? What Can a Virtual Assistant Do at Your Firm? What Can a Virtual Assistant Do at Your Firm?
97 
CPA Practice
DECEMBER 28, 2023
This article will better explain how your accounting firm should (and should not) use tools like ChatGPT. The Good – ChatGPT’s Abilities to Boost Efficiency for CPA Firms ChatGPT is the culmination of recent advances that put powerful new AI tools into the hands of general users. Learn more.
119 
Going Concern
NOVEMBER 8, 2024
She wrote that the local firm needed to comply with a set of remedial actions or face suspension, or expulsion, from the global network. ” The new office will employ a team of 15 by the end of the year, with all positions in the Boca office staffed by accounting professionals, Goldberg said.
98 
KROST
APRIL 9, 2021
KROST CPAs and Consultants, Los Angeles-based firm, receives two new accolades from Accounting Today , Top 100 Firms, and Fastest-Growing Firms in the U.S. 1 in the fastest-growing firms list. For more information on the Top 100 Firms, visit Accounting Today. Pasadena, CA. KROST ranked No.
89 
CPA Practice
AUGUST 28, 2024
As in 2023, AI systems were again dominant among the winners of the 2024 Tax & Accounting Technology Innovation Awards, presented annually by CPA Practice Advisor, a technology and practice management resource for public accounting firms. “ AuditFile AI is like the self-driving car of auditing.
124 
Ryan Lazanis
SEPTEMBER 27, 2023
If you’re a CPA firm looking to outsource your bookkeeping, you’ll want to check out this post on the 7 different options for outsourced bookkeeping for CPAs. In this article, I’ll run through some of the more modern options that might make the most sense for your firm at the moment. In fact, I’ve seen many disasters!
98 
CPA Practice
FEBRUARY 2, 2023
Top 10 accounting firm CBIZ, which provides financial, insurance and advisory services, has acquired the non-attest assets of Indianapolis-based Somerset CPAs and Advisors, effective February 1, 2023. Concurrent with this transaction, Mayer Hoffman McCann P.C., Concurrent with this transaction, Mayer Hoffman McCann P.C.,
CPA Practice
NOVEMBER 28, 2023
Houston-based accounting and advisory firm abip CPAs & Advisors and San Antonio-based accounting firm Brehm, Havel & Co. A regional firm with a national reach, abip has more than 100 professionals in offices based in Houston, San Antonio, New Braunfels, and the Woodlands. will merge effective Jan.
97 
CPA Practice
JUNE 8, 2023
The American Institute of CPAs and Chartered Institute of Management Accountants honored eleven CPAs during AICPA & CIMA ENGAGE 2023 in Las Vegas this week. The awards highlight CPA efforts in a specific accounting specialty area, excellence in volunteer efforts or significant contributions to the accounting profession.
98 
CPA Practice
SEPTEMBER 12, 2023
You are in the home stretch of the year, and it’s time to think about how this quarter could impact Q1 of next year—the busiest time for some CPAs. You can continue your passive social media efforts, but are they really paying off?
115 
CPA Practice
NOVEMBER 19, 2024
Top 60 accounting firm Doeren Mayhew has expanded its footprint in western Michigan by acquiring Biggs, Hausserman, Thompson & Dickinson (BHT&D CPAs), a Saranac-based full-service CPA firm. Financial terms of the deal weren’t disclosed.
52 
Going Concern
SEPTEMBER 1, 2022
The numbers don’t lie: of 658,267 actively licensed CPAs in 53 of the 55 licensing jurisdictions, less than 1% are Black (2020 data), a number that has remained largely unchanged in 40 years. It wasn’t until 2015 that a woman became CEO of a Big 4 accounting firm for the first time. CPA firms are white.
98 
Going Concern
FEBRUARY 8, 2023
As CEO of a staffing firm that connects companies with professionals in Mexico, every day I speak with accounting firms, CFOs and other executives looking to hire accountants and other financial professionals in the U.S. despite having more than double the population, has just over 665,000 actively licensed CPAs.
BuildYourFirm
APRIL 28, 2020
Previously he was recognized by the Illinois CPA Society with the Distinguished Service Award for outstanding service and commitment to the profession. Koltin is the author-editor of three books for professional services firms: CPA Firm Merger Strategies That Work, CPAs That Sell and the AICPA’s Marketing a Consulting Niche.
168 
BuildYourFirm
OCTOBER 28, 2020
To help United States businesses capitalize on the Puerto Rico tax incentives , Delerme CPA has created a boutique service designed to maximize the financial benefits of relocating to this tax oasis. Delerme CPA is a licensed US CPA Firm, and licensed in Puerto Rico as well.
130 
CPA Practice
APRIL 12, 2023
By Blake Oliver, CPA, and Chris Vanover, CPA. CPAs have always been passionate about numbers, using various metrics such as revenue, profit, headcount and realization to measure success. However, this focus on numerical indicators is contributing to the decline of the CPA profession itself.
136 
CPA Practice
AUGUST 22, 2024
Kansas City, MO-based Mayer Hoffman McCann (MHM) has changed its name to CBIZ CPAs, according to a Aug. The now-former MHM is a national independent CPA firm with which CBIZ has had an administrative service agreement for more than 25 years. 21 media release. It’s a separate legal entity from CBIZ.
59 
CPA Practice
JULY 10, 2024
As the firm celebrates its 40th anniversary, Cincinnati-based accounting firm Burke & Schindler changed its name on July 1 to Burke CPAs & Advisors a year after the retirement of one of its partners. The firm, located at Adams Landing, changed its name to Burke CPAs & Advisors as of July 1.
52 
CPA Practice
JUNE 7, 2024
Growth is often top of mind for accounting firm leaders, but what does sustainable growth actually look like in practice? In this Q&A, I asked Jason Blumer, CPA to discuss firm growth and what firms truly need to be able to scale and succeed. This is a majority of our work when we consult with larger firms.
CPA Practice
FEBRUARY 28, 2023
IRIS Software Group (IRIS), a provider of accounting and payroll solutions, has acquired Apex HCM (Apex), a cloud-based human capital management enterprise software provider for payroll service bureaus (PSBs) and accounting firms. IRIS is a provider of accounting and payroll technologies.
103 
Accounting Today
FEBRUARY 7, 2024
The AICPA's professional liability insurer will cover client services related to the Corporate Transparency Act's beneficial ownership information reporting requirement.
101 
BuildYourFirm
MARCH 26, 2020
Would you leave a safe and comfortable controller position at a large company to start your own CPA firm? in Colorado Springs, did – in his early 30s and without any public accounting experience. The post Building CPA Practice From Scratch: Luke Gheen appeared first on Marketing Accounting Firms and CPAs.
130 
CPA Practice
APRIL 9, 2024
Reid, ranked as one of the top 20 accounting firms on Long Island, has partnered with Tampa, FL-based accounting platform Crete Professionals Alliance. Historically, independent accounting firms have faced two options: remain independent with more limited resources or merge upstream and dissolve their identity.
59 
PYMNTS
AUGUST 27, 2019
However, there’s an area of B2B FinTech that appears to have left a gap in the market: While there are solutions for CPAs to better manage their clients’ funds, Dustin Hall, director of CPACharge at card processing company AffiniPay , says CPAs lack a seamless way to get paid from those customers.
60 
CPA Practice
SEPTEMBER 5, 2024
Top 20 accounting firm EisnerAmper is expanding its presence in the Chicago area by merging in Elgin, IL-based CPA firm Tighe, Kress & Orr. Since receiving private equity backing in 2021, EisnerAmper has completed several M&A deals with smaller firms to expand its footprint throughout the U.S.
104 
Going Concern
SEPTEMBER 21, 2023
The alert, which was shared by both TDCI and the Tennessee Board of Accountancy, advises clients how to proceed now that JD Frost & Company/Croft & Frost/Dumpster Fire PLLC is no more. License verification can be performed at verify.tn.gov Records: Endeavor to obtain any personal or business records, files, or documents from the firm.
111 
BuildYourFirm
JULY 13, 2020
Gary Shamis, Principal at Winding River Consulting, has had an accomplished career in accounting, developing his dad’s bookkeeping firm from $225,000 to roughly $100 million. He built the 37th biggest CPA firm in the country before merging SS&G, Inc. with BDO USA, LLC in 2014.
130 
CPA Practice
DECEMBER 12, 2023
San Diego-based full-service CPA firm RBTK has joined top 20 accounting firm Eide Bailly, according to a Dec. The merger will expand Fargo, ND-based Eide Bailly’s footprint in California and enhance the firm’s service offerings in the construction industry. 5 news release. 8, 2024.
52
Expert insights. Personalized for you.
We have resent the email to
Are you sure you want to cancel your subscriptions?
Let's personalize your content