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CRI Expands Into Oklahoma After Merger with Stanfield + O’Dell

CPA Practice

Top 25 accounting firm Carr, Riggs & Ingram (CRI) now has its first location in Oklahoma after combining with Tulsa-based Stanfield + O’Dell P.C. Expanding our footprint into Oklahoma has long been a part of our strategic growth plan,” said Bill Carr, CRI executive chairman and portfolio managing partner.

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ITA Announces New Members at Fall Collaborative

CPA Practice

Hogan Taylor is one of the largest business advisory and public accounting firms in Oklahoma and Arkansas with offices in Tulsa, Oklahoma City, Fayetteville and Little Rock. Equify Advisors, a NetSuite Alliance Partner, is dedicated to unlocking enterprise value across the industries they serve.

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The Hidden Gem to Firm Growth and Smoother Operations

CPA Practice

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.

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KSM to Join Forces With Cincinnati Firm Cassady Schiller

CPA Practice

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.

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KSM Adds Shanholt Glassman Klein Kramer & Co. in New York

CPA Practice

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.

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The new comprehensive document management solution from IRIS

CPA Practice

It exists to take the pain out of processes and let professionals working in CPA fi rms and businesses comply with regulations, drive productivity, and better engage with key stakeholders. million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system?

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Friday Footnotes: An Outsourcing Shortage Now Too?; Finally, Some Disruption; PwC Haters Celebrate Government Inquiry | 3.17.23

Going Concern

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.