CPA Practice

SEPTEMBER 18, 2023

Robert Keebler, a partner at Green Bay, WI-based CPA firm Keebler and Associates, called Kess “a wonderful man and one of the visionaries of the profession.” “Sid He also had been a senior consultant to top 25 accounting firm Citrin Cooperman. 14, 1926, in New York City, served in the U.S.

Tax 110

Tax cpas New York CPA 110

CPA Practice

NOVEMBER 5, 2024

Top 60 accounting firm KSM (Katz, Sapper & Miller) has expanded its presence in New York after acquiring Shanholt Glassman Klein Kramer & Co. SGKK), a New York City-based CPA firm with a focus on the real estate industry, effective Oct. Financial terms of the deal weren’t disclosed.

New York 52

New York Real Estate Oklahoma Ohio 52

CPA Practice

JUNE 6, 2023

Top 20 accounting firm Armanino has acquired Los-Angeles-based business management CPA firm Bemel, Ross & Avedon, which provides services to some of the country’s leading entertainers and executives in the film and music industry. Terms of the deal, which closed on June 1, were not disclosed.

cpa firm 52

cpa firm CPA Entertainment tax consultant 52

CPA Practice

MAY 17, 2023

Top 35 firm Aprio has deals in place to grow its presence in the Northeast and Mid-Atlantic regions. The Atlanta-based firm announced on May 16 it is merging with accounting firms Tobin & Collins and Squire, Lemkin + Company. The deals are expected to close on June 1. Terms were not disclosed.

cpa firm 52

cpa firm CPA Real Estate New Jersey 52

Going Concern

FEBRUARY 1, 2023

Image via CliftonLarsonAllen CLA has merged with New Jersey’s SobelCo (a firm we’ve heard only good things about) and produced the obligatory press release about the union. Shout out to Allan Koltin, the prenuptial counselor of accounting firm marriages, who helped with the deal.

New Jersey 105

New Jersey Pennsylvania New York cpa firm 105

CPA Practice

FEBRUARY 1, 2023

The New Jersey accounting firm SobelCo has joined CLA (CliftonLarsonAllen LLP), the eighth largest accounting firm in the United States, effective February 1, 2023. “We Because of this, the SobelCo team was much sought after by many of the regional and national firms in the Northeast.

New Jersey 98

New Jersey Pennsylvania New York cpa firm 98

CPA Practice

JULY 10, 2024

Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit, and consulting services to public and private companies, not-for-profit organizations and global companies. Mr. Lieberman will continue to serve as CEO of Schneider Downs Corporate Finance.

accounting firms 63

accounting firms West Virginia Real Estate Pennsylvania 63

CPA Practice

OCTOBER 21, 2024

Top 20 accounting firm Armanino has received a minority investment from Further Global Capital Management, a New York-based employee-owned private equity firm that makes investments in businesses within the financial services industry. 18 by Accounting Today. The deal was first reported on Oct.

cpa firm 78

cpa firm CPA auditor audit 78

CPA Practice

MAY 21, 2024

As Grant Thornton moves closer to sealing a deal on a significant private equity investment from New York-based New Mountain Capital, the seventh-largest accounting firm in the U.S. Another 200 advisory folks were laid off from the firm last November. Many of the largest accounting firms in the U.S.

cpa firm 81

cpa firm New York accounting firms audit 81

Going Concern

JANUARY 6, 2023

So customers have filed more than a half-dozen proposed class actions against the NFL’s Tom Brady, accounting firm Prager Metis and Bankman-Fried as an individual, among others. Bureau of Labor Statistics reported Friday, but employment in accounting and bookkeeping services fell by 1,100 jobs.

cpa firm 52

cpa firm CPA New Hampshire Ohio 52

Going Concern

SEPTEMBER 29, 2023

by u/Altruistic-Bee-6372 in CPA Office Space PwC looks to exit Downtown for office in West San Jose [ The Real Deal ] Downtown San Jose has one more business casualty that could head west: PwC. The accounting firm subsequently used the information to advise clients on how to sidestep the tax changes.

auditor 111

auditor audit New York CPA 111

CPA Practice

JULY 31, 2024

billion-dollar megadeal in public accounting was announced this morning, as top 15 firm CBIZ said it’s acquiring another top 15 firm, New York-based Marcum, which would put the combined firm among the seventh largest in the U.S. Once the deal closes, the combined firm will have approximately $2.8

cpa firm 114

cpa firm CPA Kansas public accounting 114

Going Concern

MAY 26, 2023

Long Read How a Pandemic-Era Program Became a Magnet for Fraud [ New York Times ] Amid the onset of the pandemic in 2020, as large swaths of the economy went into lockdown, Washington set up various programs to help keep businesses and their workers afloat. Have a safe Memorial Day. million over a decade.

public accounting 104

public accounting Account accountant accounted 104

Going Concern

FEBRUARY 9, 2024

Three of the firms also joined industry efforts to designate accounting as a science, technology, engineering, and math—or STEM—field, according to federal lobbying disclosures. My buddy from undergrad works office security at one of the Big 4 accounting firms in Midtown. Law & Order BDO, Workers Strike $2.25

Technology 104

Technology Colorado audit cpa firm 104

CPA Practice

FEBRUARY 6, 2024

Coming on the heels of the acquisitions of a CPA firm in Chapel Hill, NC , and a New York City-based business software consulting firm , top 25 accounting firm Citrin Cooperman on Feb. KMC), a full-service tax, attest, and business advisory firm based in Fort Lauderdale, FL.

Florida 40

Florida cpa firm CPA New York 40

CPA Practice

MARCH 15, 2024

accounting firm that has secured a substantial investment from a private equity group, after Chicago-based Grant Thornton—the seventh-biggest firm in the nation by revenue—said on Friday it will receive “a significant growth investment” from New Mountain Capital “to accelerate [our] business strategy.”

Legal 79

Legal New York Technology accounting firms 79

CPA Practice

SEPTEMBER 26, 2023

Top 20 accounting firm Armanino, based in San Ramon, CA, said on Tuesday it is merging with Garden City, NY-based CPA and advisory firm Janover. Garden City will be Armanino’s second location in New York; the firm has had an office in New York City since 2021. by revenue, pulling in $45.5

New York 58

New York Real Estate accounting firms public accounting 58

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.

cpas 58

cpas cpa firm accounting and finance CPA 58

CPA Practice

OCTOBER 25, 2024

is the latest to enter the private equity frenzy, as the top 50 accounting firm said on Oct. 25 that it has received a strategic growth investment from Lovell Minnick Partners (LMP), a private equity firm focused on investments in financial services, business services, and financial technology companies. 31, weren’t disclosed.

cpa firm 58

cpa firm Real Estate CPA New York 58

Going Concern

NOVEMBER 11, 2022

The Big Four accounting firms are even reaching out to high school students to share that message and creating more flexible work environments, Lansford says. Behemoth’ big four consulting firms keep getting bigger [ Australian Financial Review ]. Income at the big four consulting firms jumped 17 per cent to hit $9.91

audit 98

audit auditor Louisiana cpas 98

CPA Practice

NOVEMBER 14, 2024

A day after announcing it had acquired Signature Analytics , a San Diego-based outsourced accounting and advisory firm, top 20 accounting firm Citrin Cooperman has gobbled up another firm, this time Owings Mills, MD-based Clearview Group. Clearview’s licensed CPA firm. in Woodbridge, CT.

Maryland 52

Maryland cpa firm New York Management Consulting 52

CPA Practice

MAY 8, 2024

Top 25 accounting firm Citrin Cooperman has acquired Maier Markey & Justic (MMJ), a White Plains, NY-based CPA firm, expanding the firm’s presence in the New York City metro area. Financial terms of the deal weren’t disclosed.

Real Estate 58

Real Estate cpa firm Healthcare New York 58

CPA Practice

FEBRUARY 27, 2023

Watson, The Buffalo News, NY (TNS) The two partners who own a Buffalo-based accounting firm are waging a bitter fight over the company’s future. By Stephen T. The fight has moved into a courtroom amid accusations of fraud and sexual misconduct by one and a claim that the matter is nothing more than a power grab from the other.

cpa firm 52

cpa firm CPA Non-Profits cpas 52

CPA Practice

JULY 9, 2024

Top 25 accounting firm Citrin Cooperman has acquired S&G LLP, a Worcester, MA-based assurance, tax, and advisory firm. The New York-based CPA firm acquired the attest assets of S&G, while Citrin Cooperman Advisors acquired S&G’s remaining assets.

cpa firm 52

cpa firm CPA New York Tax 52

CPA Practice

OCTOBER 4, 2023

The Bonadio Group, a top 50 accounting firm based in Pittsford, NY, is merging in a top 400 CPA firm—Dallas-based Howard LLP. For those reasons and more, Howard is the ideal CPA firm for us to join with as we seek to provide superior service for our clients and increased development opportunities for our people.”

Texas 52

Texas cpa firm CPA New York 52

CPA Practice

SEPTEMBER 20, 2024

CPA firms constantly seek ways to boost efficiency, enhance client satisfaction, and drive growth. While technology and strategies play crucial roles, one often overlooked element can be the key to unlocking your firm’s full potential: document management.

Rhode Island 52

Rhode Island West Virginia South Dakota North Dakota 52

CPA Practice

MAY 20, 2024

Top 60 accounting firm KSM (Katz, Sapper & Miller) is expanding into Ohio as it is set to add Cincinnati-based CPA firm Cassady Schiller on May 31. Headquartered in Indianapolis, KSM also has Indiana offices in Evansville and Fort Wayne, as well as offices in Oklahoma City and New York City.

Real Estate 52

Real Estate Oklahoma Indiana Ohio 52

CPA Practice

JANUARY 8, 2024

Top 30 accounting firm UHY has entered Massachusetts by merging with Wayland-based CPA firm Paresky Flitt & Co. The combination expands Farmington Hills, MI-based UHY’s presence in the Northeast, as the firm has 10 offices throughout New York, Connecticut, and New Hampshire.

Massachusetts 52

Massachusetts New Hampshire Connecticut cpa firm 52

CPA Practice

MARCH 6, 2023

The Bonadio Group, a nationally ranked Top 50 CPA firm and the largest independent provider of professional services in Upstate New York, has announced the acquisition of Rochester-based accounting firm, Webber CPA, which will now operate under The Bonadio Group name.

CPA 58

CPA forensic accounting cpa firm accounting and finance 58

CPA Practice

MAY 10, 2024

FORVIS adds two managing directors to State & Local Tax team FORVIS , an integrated professional services firm has hired two new managing directors to bolster its State & Local Tax (SALT) practice in two key markets. Karin Ecroyd has joined the firm in New York City, New York, and Scott Smith has joined in Nashville, Tennessee.

Tennessee 63

Tennessee New York audit income tax 63

CPA Practice

SEPTEMBER 25, 2023

Robinson earned his bachelor’s degree in accounting and finance, and his master’s degree in accounting from The University of New Hampshire. Uhl joined BNN in 2022, after spending several years at a Massachusetts- based CPA firm. He received a bachelor’s degree in accounting from Southern New Hampshire University.

New Hampshire 105

New Hampshire Massachusetts CPA Maine 105

CPA Practice

NOVEMBER 3, 2023

New York-based CPA firm Grassi announced on Thursday it has established an employee stock ownership plan (ESOP) for its more than 450 employees. In addition, the top 60 accounting firm said it is shifting to an alternative practice structure “ensuring the firm’s independence and strength.”

New Jersey 58

New Jersey cpas cpa firm New York 58

Going Concern

MARCH 17, 2023

Johnson continues, “If accounting firms want to venture deeper into the world of financial planning or wealth management, I suspect they would not be able to find enough CPAs with the necessary skill set to easily step into the role. The journey to zero-day close will drive further adoption of accounting automation 3.

Government 97

Government Gambling audit CPA 97

CPA Practice

NOVEMBER 2, 2023

New York-based CPA firm Grassi announced on Thursday it has established an employee stock ownership plan (ESOP) for its more than 450 employees. In addition, the top 60 accounting firm said it is shifting to an alternative practice structure “ensuring the firm’s independence and strength.”

New Jersey 52

New Jersey cpas cpa firm New York 52

CPA Practice

FEBRUARY 28, 2023

The American Institute of CPAs (AICPA) and CPA.com announced its 2023 Startup Accelerator cohort at a kick-off meeting held at AICPA headquarters in New York. This year’s participants include five early-stage companies pursuing a variety of solutions in audit, accounting, tax and e-commerce.

E-commerce 52

E-commerce Technology Texas accounting and finance 52

CPA Practice

FEBRUARY 19, 2024

Professionals on the Move is a round-up of recent promotions and staffing announcements from around the accounting and tax profession. 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. 1, 2024.

New Hampshire 63

New Hampshire audit accounting and finance Non-Profits 63

CPA Practice

NOVEMBER 18, 2024

Including PKF O’Connor Davies and CRI, nearly 10% of the top 30 accounting firms in the U.S. by revenue have now received private equity backing, including top 10 firms Grant Thornton and Baker Tilly. Carr, Riggs & Ingram LLC, an independent licensed CPA firm, will provide assurance, attest, and audit services.

forensic accounting 52

forensic accounting audit Healthcare Alabama 52