CPA Practice

NOVEMBER 11, 2024

As a public speaker and author, Diana has developed numerous papers and presentations on taxation, including articles for the Journal of Accountancy and the Journal of Multi-State Taxation. Moderated by: Gail Perry is the editor-in-chief of CPA Practice Advisor. Gail is a member of the AICPA’s PFS Credential Committee.

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Tax Indiana Technology CPA 113

CPA Practice

JULY 16, 2024

This webinar will be held on Tuesday, August 6, 2024 at 1:00pm ET Sponsor: Canopy Software Duration: 1 Hour Register Now This webinar, featuring Darren Root and John Mitchell, long-time accounting profession leaders, will give easy-to-implement guidance around how to build your accounting firm to support the life you want to live.In

Indiana 111

Indiana Non-Profits CPA Illinois 111

CPA Practice

MAY 23, 2024

Moderated By: Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. Learn more at [link].

bookkeeping 59

bookkeeping accounting firms Account accounted 59

CPA Practice

SEPTEMBER 17, 2024

John holds a Bachelor of Science in Accounting from Oral Roberts University and an Executive MBA from the University of Tennessee, and he has been a certified public accountant since 1989. As a CPA, John has considerable experience in public and private accounting for the technology industry.

Tax 105

Tax North Carolina Indiana Illinois 105

CPA Practice

OCTOBER 23, 2023

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.

Kentucky 59

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CPA Practice

NOVEMBER 12, 2024

He has served as an advisor for accounting tech companies such as Intuit, Xero, Gusto, FreshBooks, and Expensify. He holds an accounting degree from Wake Forest University. Moderated by: Gail Perry is the editor-in-chief of CPA Practice Advisor. Gail is a member of the AICPA’s PFS Credential Committee.

Technology 59

Technology Sales Indiana Tax 59

CPA Practice

NOVEMBER 1, 2024

As a tax industry veteran, Amanda is a favorite speaker and trainer known for making tax topics accessible and relevant. Moderated by: Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars.

Indiana 52

Indiana Tax CPA Illinois 52

CPA Practice

AUGUST 19, 2024

Moderated by: Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism.

Technology 97

Technology Tax Indiana Idaho 97

CPA Practice

MAY 18, 2023

The American Institute of CPAs has announced the 50 winners of the 2022 Elijah Watt Sells Award. This award is granted to CPA candidates who obtain a cumulative average score above 95.50 across all four sections of the Uniform CPA Examination, pass all four sections on their first attempt and have completed testing in 2022.

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CPA Practice

APRIL 5, 2023

The Illinois CPA Society (ICPAS)—one of the largest state societies serving the certified public accountant (CPA) community—is excited to announce its 2022 Excel Award recipients. Gillen – Deloitte LLP | Indiana University Bloomington Bronze Medal Gabriel Otto – Baker Tilly US LLP | Holy Angel University Excel Award William A.

Illinois 52

Illinois CPA Indiana cpas 52

CPA Practice

NOVEMBER 28, 2023

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. Photo courtesy of Dean Dorton.)

North Carolina 105

North Carolina Kentucky Indiana Ohio 105

CPA Practice

JUNE 5, 2023

Shekel joins the firm with more than 20 years of experience, focused primarily on valuation services. Prior to joining FORVIS, Shekel led the valuation advisory services for professional M&A and accounting firms with a focus on middle-market business development companies, private-equity funds, and real estate entities.

Indiana 93

Indiana Massachusetts Real Estate CPA 93

CPA Practice

SEPTEMBER 11, 2024

Watch the Presentation Panelists: Gail Perry, Editor, CPA Practice Advisor Gail is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is a member of the AICPA’s PFS Credential Committee.

Indiana 52

Indiana Account accounted accountant 52

CPA Practice

SEPTEMBER 27, 2024

Duncan, CPA is the founder and owner of SMD Consulting and creator of The Chief Proactive Advisor service model for accountants as well as the Family Office Advisory System.As Moderated by: Gail Perry is the editor-in-chief of CPA Practice Advisor. Gail is a member of the AICPA’s PFS Credential Committee. Learn more at [link].

Indiana 52

Indiana CPA Illinois Education 52

CPA Practice

FEBRUARY 7, 2024

Top 300 accounting firm Kruggel Lawton CPAs said on Feb. 6 that it’s combining with Cole Gavlas, a Portage, MI-based firm that provides a wide range of accounting services to their clients, including tax, business advisory, financial management, and other advisory offerings.

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cpa firm Michigan CPA Tennessee 64

CPA Practice

AUGUST 7, 2024

Moderated by: Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism.

Tax 52

Tax Indiana tax preparation CPA 52

CPA Practice

AUGUST 14, 2024

Join Georgia Smith and Greg Hoss as they dive into the world of technology for small accounting firms. Learning Objectives: Identify the key strategic goals for your small accounting firm and how they impact your tech stack. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism.

Technology 52

Technology Georgia Indiana tax preparation 52

CPA Practice

AUGUST 9, 2024

Moderated by: Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism.

Tax 52

Tax Indiana tax preparation CPA 52

CPA Practice

SEPTEMBER 19, 2024

Since 2012, he has held many roles at SafeSend, but most enjoys helping firms design workflows that best complement their specific needs. Moderated by: Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars.

Technology 52

Technology Indiana CPA Illinois 52

CPA Practice

JUNE 21, 2023

Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She is a proud University of Michigan alumna and football fan.

Tax 80

Tax Technology Indiana Michigan 80

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

OCTOBER 4, 2023

Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. Gail is a member of the AICPA’s PFS Credential Committee.

Indiana 52

Indiana Tax New Hampshire CPA 52

CPA Practice

JULY 25, 2023

Field of Study: Business Management and Organization Register Today Presented by Ryan Lazanis , CPA founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Since 2019, he has hosted the weekly “The Unique CPA” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score).

Account 52

Account accounted accountant Indiana 52

CPA Practice

APRIL 10, 2024

Since 2012, he has held many roles at SafeSend, but most enjoys helping firms design workflows that best complement their specific needs. Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars.

Tax 52

Tax Indiana tax return Technology 52

CPA Practice

FEBRUARY 16, 2023

He leverages his expertise in areas such as client success, learning and development, and sales to help new and existing customers make an immediate impact in their firms using the SafeSend Suite. Since 2012, he has held many roles at SafeSend, but most enjoys helping firms design workflows that best complement their specific needs.

Technology 52

Technology Tax Indiana CPA 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

SEPTEMBER 27, 2024

Top 200 accounting firm Barnes Dennig and Indianapolis-based Greenwalt CPAs are combining, effective Jan. The combined firm will have about 215 employees and five offices in three states: Ohio, Indiana, and Kentucky. 1, 2025, expanding services for clients of both organizations.

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CPA Practice

AUGUST 18, 2023

He is a recognized industry speaker and thought leader, and enthusiast for emerging technologies that impact tax and accounting firms. Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars.

Technology 52

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CPA Practice

NOVEMBER 17, 2023

The standard business model for accounting firms is reactive and transactional – and it’s on life support. When you transform your firm, you transform your life. Join this hard-hitting and practical webinar and learn proven strategies to eliminate the tax season pit in your stomach and transform your firm – once and for all.

Tax 52

Tax Indiana Education CPA 52

CPA Practice

AUGUST 15, 2023

Jared Ballew, 2022-23 Chair of the ETAAC and Vice President of Government and Industry Relations at Taxwell; and Ann Campbell, CPA CIA and Drake Software Trainer will share an overview of the cyber threats that taxpayers and tax professionals face daily. Gail Perry is the editor-in-chief of CPA Practice Advisor.

Tax 52

Tax North Carolina Indiana CPA 52

CPA Practice

JULY 19, 2024

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?

Rhode Island 52

Rhode Island West Virginia South Dakota North Dakota 52

CPA Practice

NOVEMBER 4, 2024

Top 60 accounting firm Blue & Co. has expanded into the Detroit market after combining with Mellen, Smith, and Pivoz (MS&P), a full-service accounting and advisory firm based in Bingham Farms, MI, effective Nov. Carmel, IN-based Blue & Co. Founded in 1970, Blue & Co. Blue & Co.’s

Michigan 52

Michigan Kentucky Indiana Ohio 52

CPA Practice

JULY 31, 2023

Peter received his Bachelor’s degree from Duke University and his Master’s degree from Indiana University School of Business. Sachs earned a BS, Business Administration – Accounting, from the Sacramento State College of Business Administration. He is a licensed CPA and a member of ACG San Francisco. She is a licensed CPA.

Real Estate 97

Real Estate West Virginia Manufacturing audit 97

CPA Practice

OCTOBER 23, 2024

See how top accounting firms have reduced Days Sales Outstanding (DSO) and saved time by modernizing their payment workflow. What you’ll discover: Learn strategies for enhancing efficiency at key touchpoints like engagement letters, invoice delivery, payment collection and reconciliation, and more.

Rhode Island 52

Rhode Island West Virginia South Dakota North Dakota 52

Going Concern

AUGUST 29, 2023

I’m involved in recruiting for one of the largest accounting firms in Connecticut. Yes, accountants have incredible lifetime earning potential. Yes, CPAs do even better over a lifetime. Way to minimize the reality for countless public accountants. The CPA exam is hard. Also, the CPA exam is hard.

Account 115

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CPA Practice

NOVEMBER 4, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million What is the biggest document challenge your firm faces? million – $4,999,999 $5 million – $10,000,000 Over $10 million What is the biggest document challenge your firm faces?

Rhode Island 59

Rhode Island West Virginia South Dakota North Dakota 59

CPA Practice

AUGUST 10, 2023

In a deal involving two of the 75 largest accounting firms in the U.S. by revenue, Raleigh, NC-based Cherry Bekaert said on Thursday it has acquired Louisville-based firm MCM CPAs & Advisors. million in revenue during its most recent fiscal year, making it the 75th largest firm in the U.S.

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