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What Private Equity Means for Accounting Firms: Thought Leaders Explore Pros and Cons

CPA Practice

Audit firms cannot be owned and operated by non-CPAs, therefore firms that accept majority outside investment, or are hoping to attract it in the future, generally must organize their audit/attest practice independently from their tax/advisory/consulting side, allowing for PE investment in the latter.

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Strategic partnerships and alliances for accounting firms: how to drive growth by pairing up

ThomsonReuters

For many accounting firms, this could lead to new services being delivered or access to alternative market segments — both vital at a time when average revenue growth has slowed to 5.7% — the lowest in eight years according to the latest Rosenberg Survey. Types of partnerships that will benefit your tax and accounting firm.

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Massachusetts CPA Firm Venning Set to Become Largest Minority Owned Firm in U.S.

CPA Practice

This strategic move marks a significant milestone in the firm’s growth and evolution, positioning it for even greater success in the future. The firm merged with Agawam, Massachusetts-based accounting firm, Corbin & Tapases on September 27. For more information about Venning and its services, visit www.venning.cpa

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Eide Bailly Picks Up San Diego CPA Firm RBTK

CPA Practice

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.

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How to Use Microsoft Copilot for CPA Firm Marketing

CPA Practice

What challenges does Copilot solve for accounting firm marketers? Here’s how to craft a video script for one of your service lines. Prompt : Write a 15-second video script [between two people looking for business tax services in their area]; use this reference [insert service webpage link].

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Armanino Picks Up Los Angeles CPA Firm Bemel, Ross & Avedon

CPA Practice

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. 1 business management and tax service firm in the country.”

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Dean Dorton and VonLehman to Combine on Jan. 1

CPA Practice

It’s not quite a “ mega merger ,” but a top 100 CPA firm and a top 200 CPA firm will be merging on Jan. Dean Dorton, based in Lexington, KY, and VonLehman CPA & Advisory Firm, based in Fort Wright, KY, announced their marriage on Tuesday.