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.

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CPA Practice

AUGUST 23, 2023

When it comes to a corporation’s relationship with its accounting firm, the firm itself is less important than the partner who leads its engagement team in lowering its tax rate, according to a new study from Iowa’s Tippie College of Business. The answer is that it’s the partner that matters much more than the accounting firm.”

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CPA Practice

NOVEMBER 1, 2023

Top 60 accounting firm Doeren Mayhew said on Wednesday it has acquired Michael Sorrentino’s practice of Button Eddy & Sorrentino, a CPA firm based in Farmington Hills, MI. million during its most recent fiscal year, has eight offices in four states: Florida, Michigan, North Carolina, and Texas.

Michigan 52

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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.

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CPA Practice

JANUARY 25, 2023

In addition to its existing AuditClub Chiefs passes, the company now offers its AuditClub Crew passes for CPA firms and companies to access virtual crew members with up to six years of experience who perform and review audit procedures based on a member’s solutions requests.

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CPA Practice

SEPTEMBER 25, 2023

Boston, Massachusetts Zachary Smargon, CPA, MSA, of South Boston, MA, has been promoted to Manager in the assurance practice. Smargon earned his bachelor’s degree in business administration, with a concentration in accounting, and his master’s degree in accounting from The University of New Hampshire.

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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.

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CPA Practice

OCTOBER 7, 2024

CPA Practice Advisor wants to highlight those in the accounting and tax communities who have begun or are in the process of mobilizing efforts to help those impacted by Hurricane Helene. Florida Institute of CPAs FICPA hosted a webinar on Oct. It can be found here. The webpage can be found here.

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Going Concern

SEPTEMBER 25, 2023

Attorney’s Office, Western District of North Carolina ] A federal grand jury in Charlotte has indicted Mandy Deann Urban, 47, formerly of Charlotte, with wire fraud, for allegedly embezzling more than $1.1 Attorney for the Western District of North Carolina. million from her employer, announced Dena J.

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ThomsonReuters

NOVEMBER 25, 2020

In this episode of Pulse of Practice “Let’s talk bankruptcy” Paul Miller, CPA from Business by Design , and I are joined by Steve Nickles, Law Professor at Wake Forest , specializing in commercial transactions and bankruptcy. When advising accounting clients through bankruptcy, don’t pass the responsibility.

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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.

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Going Concern

MARCH 17, 2023

Restoring Exam credits expired during COVID would help address CPA shortage [ AICPA ] The accounting profession is confronted with a talent shortage, and reinstating CPA exam credits that have expired since January 1, 2020, could have an immediate impact on our CPA pipeline.

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Going Concern

SEPTEMBER 22, 2023

Mendlowitz establishes scholarship at Baruch [ Accounting Today ] Ed Mendlowitz, an emeritus partner at Top 100 Firm Withum and widely respected figure in the accounting profession, has established the Mendlowitz Family Scholarship at Baruch College. Both Mendlowitz and his father, also a CPA, attended the CUNY school.

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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.

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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

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CPA Practice

SEPTEMBER 9, 2024

The pair were founders of ConTech360, a Charlotte, North Carolina-based construction technology firm that joined Forvis Mazars effective Sept. They join a team that serves thousands of clients across the country and consistently ranks among the top accounting firms serving the industry.

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CPA Practice

OCTOBER 25, 2023

Top 100 accounting firm Dean Dorton has its first location in the Sunshine State after acquiring Jacksonville, FL-based technology solutions firm SDN Computer Consultants. The firm is known for its and is known for its expertise in integrating best-in-class technology products with back-office financials and reporting.

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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.

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CPA Practice

JANUARY 9, 2024

Top 25 accounting firm Citrin Cooperman has acquired Coleman Huntoon & Brown (CH&B) PLLC, a Chapel Hill, NC-based tax, accounting, and business consulting firm. The New York-based firm also picks up its first office location in the Carolinas as part of the acquisition.

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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

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Going Concern

JUNE 24, 2024

And Vance County, North Carolina is learning the importance of internal controls : The FBI is investigating the financial dealings of Vance County’s former finance director. Katherine Bigelow was terminated in February after Perry said she misrepresented her qualifications as a CPA, or certified public accountant.

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CPA Practice

AUGUST 26, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million How many clients does your firm serve? million – $4,999,999 $5 million – $10,000,000 Over $10 million How many clients does your firm serve?

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CPA Practice

SEPTEMBER 3, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million Which practice management system do you use? million – $4,999,999 $5 million – $10,000,000 Over $10 million Which practice management system do you use?

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CPA Practice

MAY 17, 2023

Schaal is a member of the Colorado Bar Association and holds a bachelor’s degree in political science and a master’s degree in resource management from the University of South Carolina, Columbia. from Campbell University in Buies Creek, North Carolina, and an LL.M. He also earned a J.D.

South Carolina 52

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CPA Practice

JANUARY 17, 2024

While not first, accountants were the third-most worried about AI, according to the study. DevRev said, “AI is used in accounting firms to generate financial reports and arrange expenses efficiently.

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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).

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CPA Practice

SEPTEMBER 17, 2024

Since joining the firm in 2021, Brianna has excelled in accounting, auditing, compliance, financial statement preparation, tax return preparation, and special projects. Her specialization in nonprofit work and her CPA certification highlights her commitment to excellence. He holds both CPA and CVA certifications.

Construction 52

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ThomsonReuters

NOVEMBER 25, 2020

In this episode of Pulse of Practice “Let’s talk bankruptcy” Paul Miller, CPA from Business by Design , and I are joined by Steve Nickles, Law Professor at Wake Forest , specializing in commercial transactions and bankruptcy. When advising accounting clients through bankruptcy, don’t pass the responsibility.

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CPA Practice

AUGUST 3, 2023

Feldman is based in Charlotte, North Carolina where AvidXchange is headquartered. “I am excited to join AvidXchange as it continues to evolve its product, while maintaining its edge in the space, to keep up with the demands of today’s back-office teams and the customers it serves.” Both Feldman and Anderson will report to Dan Drees.

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Going Concern

AUGUST 12, 2024

Through ALPFA, Ortiz networked with professionals from the Big Four accounting firms — Deloitte, EY, KPMG and PwC — which gave her a crucial “kickstart.” Ortiz spent years there auditing and studying for her CPA exam. After successfully passing and gaining licensure as an accountant, her schedule opened up.

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CPA Practice

JULY 31, 2023

Organizations Continue to be Outpaced by Growing Risks A recently issued report by the Association of International Certified Professional Accountants representing AICPA & CIMA and North Carolina State University’s Enterprise Risk Management (ERM) Initiative found that 65% of senior finance leaders agree that the volume and complexity of corporate (..)

North Carolina 52

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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.

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CPA Practice

JULY 8, 2024

AICPA News is a collection of recent announcements from the American Institute of CPAs and the Chartered Institute of Management Accountants. Shortly before his passing, he became the first African American and youngest chair of the North Carolina Association of CPAs board of directors.

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Anders CPA

DECEMBER 7, 2023

In this podcast episode from the Summit Virtual CFO by Anders Modern CPA Success Show , Tom Wadelton and guest co-host John Scott , Virtual CFO and legal industry leader, are joined by Terrell Turner , CEO of the TLTurner Group, to discuss the importance for non-finance professionals to understand financial metrics, specifically law firms.

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Going Concern

FEBRUARY 3, 2023

Big 4 EY considers handing retired US partners cut of proceeds from spin-off [ Financial Times ] EY has told retired US partners it is considering giving them a cut of the proceeds from a spin-off of its consulting arm, after complaints that the firm’s leadership is cashing in on a business built by previous generations. Ha ha,” he chuckles.

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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.”

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Going Concern

MARCH 22, 2024

The decision was backed by a partner vote, following a first three years dominated by efforts to repair the firm’s reputation in the wake of a series of scandals. She made general manager at 29 with a CPA [ eFinancialCareers ] Many young professionals begin to eye managerial posts as they approach their 30s – but Shanny Lee (CPA, Aust.)

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