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H&CO Acquires Orlando CPA Firm Grennan Fender

CPA Practice

Top 200 accounting firm H&CO has acquired fellow Florida CPA firm Grennan Fender, which has offices in Orlando and Melbourne. The leadership teams of H&CO and Grennan Fender will work closely to ensure a smooth transition for clients, the firms noted in a news release. Terms of the deal were not disclosed.

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How to Use ChatGPT to Create Forms and Templates for Accounting Firms

CPA Practice

I asked ChatGPT what forms it recommended for a CPA firm. Here is the answer I got (since ChatGPT is nondeterministic, you won’t get the exact same answer I got.): For a CPA (Certified Public Accountant) firm, creating and utilizing various forms and templates can significantly streamline practice management tasks.

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AICTP’s Roadmap to Tax Planning: 10 Keys to Growing Your Accounting Advisory Services

CTP

The American Institute of Certified Tax Planners (AICTP) offers a full-service solution to developing CAS in your firm focusing on the specialization of tax planning. AICTP provides a true roadmap for shifting your business model to support advisory centered client relationships through tax planning and value pricing.

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The Best Tech for Accounting Firms: The 2024 Tax and Accounting Innovation Awards Announced!

CPA Practice

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.

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Cherry Bekaert Acquires DeBlanc, Murphy & Murphy in Maryland

CPA Practice

Top 25 accounting firm Cherry Bekaert has acquired DeBlanc, Murphy & Murphy, a Waldorf, MD-based CPA firm specializing in accounting, tax, and advisory services. area for providing tailored solutions in tax planning, audit, and financial consulting.

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LBMC Adds Kentucky CPA Firm Strothman & Co.

CPA Practice

Top 40 accounting firm LBMC, which is based in Brentwood, TN, is merging in Louisville-based CPA firm Strothman & Co. is a full-service accounting and advisory firm serving clients in Kentucky, Indiana, and elsewhere. 1, expanding LBMC’s geographic footprint across multiple states. Strothman & Co.

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Aprio to Merge in CPA Firm Antares Group

CPA Practice

Top 30 accounting firm Aprio has struck a deal with fellow Georgia-based CPA firm Antares Group to merge on Nov. The combination furthers our ability to deliver business advisory, accounting, tax planning, complex audit services, and more during the entire lifecycle of a business.”