CPA Practice

NOVEMBER 6, 2023

State CPA Society News & Updates is a round-up of recent announcements and initiatives by CPA associations in the United States and its territories. It features career-development workshops and sessions with some of the accounting profession’s most prominent influencers.

CPA 113

CPA cpas Idaho Michigan 113

CPA Practice

APRIL 23, 2024

By Brianna Kudisch, nj.com (TNS) Recent college graduates can save money on their way to becoming certified public accountants through a new initiative at Rider University. Other schools’ programs focus on a single firm, she said. Seton Hall launched a one-year pilot program for an accounting apprenticeship last year.

New Jersey 116

New Jersey accountant accounted Account 116

Withum

AUGUST 16, 2023

Seton Hall University and Withum announced a pilot program today aimed to ease the burden of fulfilling the 150 credit hours requirement for accounting students. The CPA Pathway Apprenticeship supports the AICPA and NABA’s initiative to help alleviate barriers for students considering a career in public accounting.

CPA 98

CPA New Jersey accountant accounted 98

CPA Practice

MAY 24, 2024

CPACharge , an online payment solution developed specifically for accounting professionals, has launched new partnerships with New Jersey , Nevada , and Wyoming Society for CPAs. Each partnership provides members access to CPACharge and all associated benefits it has to offer for accounting firms to scale.

Wyoming 52

Wyoming New Jersey Nevada CPA 52

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.

CPA 128

CPA institute of chartered accountants North Dakota chartered accountant 128

CPA Practice

JANUARY 11, 2024

Top 400 accounting firm Baratz & Associates, based in Marlton, NJ, went shopping in nearby Cherry Hill and bought CPA firm Renzi Bernardi Suarez & Co. The shared commitment to client satisfaction and similar cultures between our firms creates a strong foundation for a successful collaboration.

New Jersey 49

New Jersey cpa firm CPA forensic accounting 49

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 104

New Jersey Pennsylvania New York cpa firm 104

Going Concern

JUNE 23, 2023

Talent How Can the Accounting Profession Attract a Diverse Generation Z? [ The CPA Journal ] Generation Z is beginning to enter the workforce, bringing with it a demographic shift that will affect every facet of American society, including the accounting profession. My concern is that it goes beyond KPMG.”

cpa firm 105

cpa firm CPA auditor North Carolina 105

Going Concern

FEBRUARY 28, 2023

There’s a contentious battle raging over the 150 unit requirement for CPA licensure as we speak and in the meantime we have to figure something out to ease the accountant shortage that has a bit more immediate impact (and doesn’t involve paying people more because clearly the firms are not down with that idea).

Education 105

Education New Jersey accountant accounted 105

Withum

JANUARY 12, 2023

January 11, 2023– Withum, a leading advisory and accounting firm, held its annual State of the Firm event on January 10. This annual meeting was the first Firm event to feature new Managing Partner and CEO Pat Walsh following his transition to the role on January 1. Pat Walsh, CPA Managing Partner and CEO.

New Jersey 111

New Jersey CPA payroll accounting firms 111

Going Concern

MAY 20, 2024

PwC is facing legal action claiming the accountancy firm is liable for the alleged rape of a graduate employee following after-work drinks. Illinois CPA Society has issued a new pipeline report: Re-Decoding the Decline. The framework has been rolled out to more than 130,000 EY Assurance professionals.

audit 105

audit auditor accountant accounted 105

CPA Practice

JANUARY 11, 2024

The first season of the Canopy Practice Success podcast, which is available on Apple Podcasts , Buzzsprout , and most podcast platforms, features interviews with professionals in the accounting and tax profession including: Stephen Smith, CPA, is the founder of Controllership Solutions in New Jersey.

accounting firms 52

accounting firms North Carolina accountant accounted 52

CPA Practice

NOVEMBER 10, 2023

Top 50 accounting firm HBK CPAs & Consultants has combined with Zapken & Loeb, a Woodbury, NY-based 70-person CPA firm that provides accounting and business consulting services to business owners, executives, and independent professionals. The merger became official on Nov.

New York 52

New York cpa firm CPA New Jersey 52

CPA Practice

FEBRUARY 14, 2024

Top 30 accounting firm PKF O’Connor Davies acquired Little Falls, NJ-based SuárezBaldomero, a boutique CPA firm with a growing international clientele, on Jan. Suárez, shareholder at SuárezBaldomero, and all of the firm’s employees have joined PKF O’Connor Davies and remain in their current office in Little Falls. “Now

New Jersey 52

New Jersey forensic accounting cpa firm accounting firms 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

CPA Practice

SEPTEMBER 3, 2024

Top 15 accounting firm Marcum has promoted 15 individuals to partner in eight states, effective Sept. These individuals represent Marcum’s dedication to excellence. They bring a wealth of experience, skill, and an entrepreneurial spirit.

Connecticut 98

Connecticut New Jersey Pennsylvania Illinois 98

Going Concern

MARCH 15, 2024

EY’s new boss shuffles leadership roles and plans cost cuts [ Financial Times ] EY’s new boss Janet Truncale has set out her leadership team for the Big Four accounting firm, moving an architect of its failed split from his executive role and signalling plans to cut costs across the global firm.

auditor 116

auditor cpas audit Iowa 116

CPA Practice

NOVEMBER 24, 2023

Top 35 accounting firm Weaver will be merging in New York-based CPA firm Buchbinder Tunick & Co. This deal expands Weaver’s East Coast presence to five offices, including two in New York City, one on Long Island, one in New Jersey, and one in Washington, D.C.

New York 52

New York cpa firm CPA Real Estate 52

CPA Practice

NOVEMBER 20, 2023

Top 35 accounting firm Weaver will be merging in New York-based CPA firm Buchbinder Tunick & Co. This deal expands Weaver’s East Coast presence to five offices, including two in New York City, one on Long Island, one in New Jersey, and one in Washington, D.C.

New York 52

New York cpa firm CPA Real Estate 52

Going Concern

JULY 10, 2023

New to Crain’s top 25 is New York-based KPMG. The audit, tax and advisory services firm reported a 6.4% Other leading accounting firms such as New York-based Deloitte and Ernst & Young also reported upticks in their Chicago headcounts. increase in its Chicago workforce, with 2,863 local employees.

accounted 97

accounted accountant Account CPA 97

CPA Practice

JUNE 1, 2023

(NABA) National Association of Enrolled Agents (NAEA) National Association of Tax Professionals (NATP) National Conference of CPA Practitioners (NCCPAP) National Society of Accountants (NSA) National Society of Black Certified Public Accountants, Inc. Michael Paul Donnelly, Jr.

institute of chartered accountants 111

institute of chartered accountants chartered accountant North Dakota Texas 111

Going Concern

JUNE 30, 2023

The Market Accounting firms question the partnership model [ Financial Times ] Several US accounting firms have taken investments from private equity groups to pay for acquisitions. Private equity has cheque-writing privileges that a partnership doesn’t have,” said Allan Koltin, an accounting sector M&A adviser.

audit 105

audit accounting firms Real Estate New Jersey 105

CPA Practice

SEPTEMBER 12, 2024

s HR Consulting Practice Award-winning CPA advisory firm Herbein + Company, Inc. recently announced James Burke has joined the firm as a Senior HR Consultant in its HR consulting practice. He also worked as an audit manager for a national accounting firm, managing public and private company audits.

Kansas 104

Kansas Pennsylvania audit accounting and finance 104

Going Concern

OCTOBER 9, 2023

Miller, a veteran finance executive who was lured to EY from the commodities trading firm Cargill, had been lined up to become chief financial officer of the consulting business if the spin-off had gone ahead. EY is an exceptional organisation with thoughtful leaders and I am proud to have been part of their journey.”

accountant 69

accountant accounted Account Iowa 69

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 11, 2023

Solution : Our accounting firm implemented a tailored bookkeeping system, integrating sales, inventory, and expense tracking. With over 25 years of marketing and tech experience, she is the author of “SEO for CPAs – The Accountant’s SEO Handbook” and the “The Accountant’s Social Media Handbook.”

bookkeeping 116

bookkeeping cpas New Jersey B2B 116

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 59

New Jersey cpas cpa firm New York 59

CPA Practice

OCTOBER 22, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million Consent Policy (Required) By downloading this content, you agree to our Terms and Conditions. million – $4,999,999 $5 million – $10,000,000 Over $10 million Consent Policy (Required) By downloading this content, you agree to our Terms and Conditions.

payroll 52

payroll Rhode Island West Virginia South Dakota 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

RitaKeller

JULY 13, 2022

I recently read that Sobel , a 190-person CPA firm in New Jersey, closed their office and gave their entire staff the week of July 4th off. .” – Alan Sobel.

New Jersey 45

New Jersey cpa firm CPA accounting firms 45

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.

New Hampshire 64

New Hampshire audit accounting and finance Non-Profits 64

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

JANUARY 11, 2024

Top 60 accounting firm Prager Metis has expanded its presence in North Carolina by combining with Asheville-based Goldsmith Molis & Gray, a full-service tax, accounting, payroll, and consulting firm. New York-based Prager Metis has one other North Carolina office location in Charlotte. The firm also has U.S.

North Carolina 59

North Carolina Nevada Connecticut New Jersey 59

CPA Practice

NOVEMBER 2, 2023

The agency has also recently been honored with awards from other reputable brands such as Daily Report (Georgia), Texas Lawyer, The Recorder (California), National Law Journal (Midwest and Washington, DC), New Jersey Law Journal, New York Law Journal and Connecticut Law Tribune (New England).

accountant 75

accountant accounted Account Connecticut 75

CPA Practice

MARCH 13, 2023

Perfetto is a registered CPA and holds a bachelor of science in business administration and accounting from the University of Connecticut. He is also a member of the American Institute of CPAs and the Idaho Society of CPAs. He received his bachelor’s degree in personal finance from the University of San Francisco.

Real Estate 52

Real Estate forensic accounting Connecticut Hospitality 52

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

CPA Practice

MARCH 1, 2023

Centri Names Christopher Mora as Chief Revenue Officer Centri Business Consulting, LLC , one of the industry’s fastest-growing and most respected accounting and advisory firms, is excited to announce Christopher Mora, CPA, has been appointed to the position of Chief Revenue Officer (CRO).

Healthcare 52

Healthcare North Carolina Connecticut New Jersey 52