GBQ Adds Wirth Lowe Wissemeier CPAs in Ohio
CPA Practice
JANUARY 19, 2025
The Columbus, OH-based top 100 accounting firm acquired Cincinnati-based CPA firm Wirth Lowe Wissemeier CPAs, effective Dec. 16, 2024.
accounting firms CPA Ohio 
What Private Equity Means for Accounting Firms: Thought Leaders Explore Pros and Cons
CPA Practice
MARCH 15, 2023
The first major deal by a private equity firm to acquire controlling interest in a top 20 accounting firm happened as recently as 2021, when TowerBrook Capital acquired EisnerAmper’s tax and consulting practice for an undisclosed amount. What size accounting firms are private equity groups eyeing?
accounting firms 
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AP Automation: The Competitive Advantage Your Business Needs
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Outsourcing Vs. In-House: The Ultimate Battle For Better Collections
AICPA Recognizes Top 2022 CPA Exam Performers with Elijah Watt Sells Award
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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AICPA Forms Advisory Group to Create Strategy to Address CPA Talent Shortage
CPA Practice
JULY 31, 2023
The American Institute of CPAs (AICPA) has formed an advisory group representing a broad spectrum of the accounting profession that will help shape a national strategy to address the profession’s talent shortage, including accounting students who go on to obtain a CPA license.
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GBQ Acquires Talentcrowd in Ohio
CPA Practice
FEBRUARY 10, 2025
The Columbus, OH-based top 100 firm has acquired Talentcrowd, a referral-based hiring platform also based in Columbus that brings tech talent to top companies and teams, effective Jan.
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Professionals on the Move – July 2024
CPA Practice
JULY 31, 2024
CLA Celebrates More than 700 Advancements CLA (CliftonLarsonAllen LLP), the eighth-largest accounting firm in the United States, recently announced more than 700 advancements across the firm. She succeeds Jeffrey Neuman, CPA, JD , who has led the firm since 2000. She is a graduate of Notre Dame College of Ohio.
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Dean Dorton and VonLehman to Combine on Jan. 1
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.)
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Growing From $225K to $100M By Focusing on Execution | FREE BOOK OFFER
BuildYourFirm
JULY 13, 2020
Gary Shamis, Principal at Winding River Consulting, has had an accomplished career in accounting, developing his dad’s bookkeeping firm from $225,000 to roughly $100 million. He built the 37th biggest CPA firm in the country before merging SS&G, Inc. Master of Accountancy, The Ohio State University B.S.
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Professionals on the Move – August 2024
CPA Practice
AUGUST 9, 2024
CLA Celebrates More than 700 Advancements CLA (CliftonLarsonAllen LLP), the eighth-largest accounting firm in the United States, recently announced more than 700 advancements across the firm. She succeeds Jeffrey Neuman, CPA, JD , who has led the firm since 2000. She is a graduate of Notre Dame College of Ohio.
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Accounting Firm Adds New Subsidiary, Schneider Downs Capital
CPA Practice
JULY 10, 2024
Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit, and consulting services to public and private companies, not-for-profit organizations and global companies.
Here Are the 11 Best Online Master’s in Accounting Programs in 2023, According to Fortune
CPA Practice
MAY 8, 2023
Shortly after Fortune released its ranking of the 100 best companies to work for in 2023, which included a smattering of public accounting firms , the business magazine came out with its inaugural ranking of the best online master’s degree programs in accounting.
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Friday Footnotes: The Metaverse’s First CPA Firm Gets Sued; CPA Exam Blueprints; Mad Mergers | 1.6.23
Going Concern
JANUARY 6, 2023
So customers have filed more than a half-dozen proposed class actions against the NFL’s Tom Brady, accounting firm Prager Metis and Bankman-Fried as an individual, among others. 2024 CPA Exam Blueprints released [ Journal of Accountancy ]. CLA Acquires Ohio-Based CPA Firm Gilmore Jasion Mahler [ CPA Practice Advisor ].
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Clark Schaefer Hackett to Add CPA Firm Rolfes & Swisher
CPA Practice
JUNE 18, 2024
Top 70 accounting firm Clark Schaefer Hackett & Co. is set to acquire fellow Cincinnati CPA firm Rolfes & Swisher in a deal that will become effective on July 1. Founded in 1938, Clark Schaefer Hackett has 600 employees across 10 offices, which are located in Ohio, Kentucky, Michigan, and one in Mumbai.
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HBK Merges in New York CPA Firm Zapken & Loeb
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.
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Professionals on the Move: Sept 2023
CPA Practice
SEPTEMBER 25, 2023
LLP (Los Angeles, CA, USA – TIAG); Ray Polantz; Cohen & Company (Ohio, USA – TIAG) Felipe Pestana of Grupo Planus (Rio de Janeiro, Brazil – TIAG); and Paul Tauber of Coblentz, Patch, Duffy & Bass LLP (San Francisco, CA, USA – TAGLaw). Barbera holds a Bachelor of Science degree in accounting from the University of New Hampshire.
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Friday Footnotes: EY’s Six CEO Candidates; Deloitte UK Partner Payouts Increase Again; IIA Gets Their Way | 9.29.23
Going Concern
SEPTEMBER 29, 2023
CPA Exam Friendly reminder, deadlines to apply for BEC before the new exam in 2024 are quickly approaching. CPA Exam Candidates: You Better Hurry Up and Apply For BEC Before It’s Gone Forever Also, WTF? CPA Exam Candidates: You Better Hurry Up and Apply For BEC Before It’s Gone Forever Also, WTF? Did Exam Costs go up?
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Eide Bailly and Apple Growth Partners to Join Forces Next Month
CPA Practice
MAY 6, 2024
One hundred and twenty-five staff and 24 partners from top 300 accounting firm Apple Growth Partners will join Fargo, ND-based Eide Bailly on June 24, expanding the top 20 firm’s footprint across the Great Lakes region. Financial terms of the deal weren’t disclosed.
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Rea & Associates Merges in Koontz & Parkin in Florida
CPA Practice
JUNE 3, 2024
Top 100 accounting firm Rea & Associates has merged in Sarasota, FL-based CPA firm Koontz & Parkin, effective June 1. Koontz & Parkin and Rea & Associates will be one firm under the Rea name, continuing to operate out of the Koontz & Parkin office in Sarasota, in addition to Rea’s Ohio offices.
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Citrin Cooperman Acquires HW&Co. in Ohio
CPA Practice
FEBRUARY 18, 2025
The PE-backed top 20 firm said Tuesday it has acquired substantially all the assets of HW&Co., a Woodmere, OH-based accounting and advisory firm that is among the top 300 largest in the U.S. by revenue.
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AICPA News – June 2023
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.
KSM to Join Forces With Cincinnati Firm Cassady Schiller
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. Financial terms of the deal weren’t disclosed.
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The Hidden Gem to Firm Growth and Smoother Operations
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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The new comprehensive document management solution from IRIS
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?
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Sikich Goes Shopping in Cleveland, Acquires Thornhill Financial
CPA Practice
NOVEMBER 10, 2023
Top 30 accounting firm Sikich has signed an agreement to acquire the operating assets of Thornhill Financial, a Cleveland-based accounting firm that provides tax, audit, and financial advisory services. We’re proud of our reputation as one of the top professional services firms in the country.
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Cherry Bekaert Acquires MCM CPAs & Advisors
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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Barnes Dennig and Greenwalt CPAs to Join Forces
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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KSM Adds Shanholt Glassman Klein Kramer & Co. in New York
CPA Practice
NOVEMBER 5, 2024
Top 60 accounting firm KSM (Katz, Sapper & Miller) has expanded its presence in New York after acquiring Shanholt Glassman Klein Kramer & Co. SGKK), a New York City-based CPA firm with a focus on the real estate industry, effective Oct. Financial terms of the deal weren’t disclosed.
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EisnerAmper to Combine With Tidwell Group This Spring
CPA Practice
MARCH 28, 2024
In a deal expected to close in May, top 20 accounting firm EisnerAmper is merging in top 200 firm Tidwell Group, based in Birmingham, AL. Founded in 1997, Tidwell is a tax, assurance and advisory, and real estate consulting firm with 40 partners and a staff of more than 200 professionals.
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Professionals on the Move – May 2024
CPA Practice
MAY 10, 2024
Ecroyd is a licensed CPA in New York and Colorado. Bar, and Ohio Bar, and is authorized to present in front of the Supreme Court of the United States and the United States Tax Court. a Top 60 independent CPA firm, recently announced that Erin Wood has joined the firm’s growing Tax practice as a Tax Director.
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Blue & Co. Merges in Mellen, Smith, and Pivoz
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
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Eliminate Manual Work and Accelerate Accounts Receivable
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.
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Sikich Secures $250 Million in PE Funding From Bain Capital
CPA Practice
MAY 9, 2024
Christopher Geier “This is an incredibly exciting time for our organization.
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Sikich to Add Golden Trail Advisers
CPA Practice
DECEMBER 12, 2023
This acquisition continues a year of growth for Sikich, a top 30 accounting firm. Last month, the firm announced the addition of Thornhill Financial in Ohio, and in October Sikich’s technology practice added a data and analytics offering and acquired Sacramento-based technology firm Four Leaf.
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Jason Drake to Take Over as Managing Partner of Plante Moran
CPA Practice
NOVEMBER 13, 2023
Southfield, MI-based Plante Moran will have a new managing partner come July 1, 2024, as Jason Drake will succeed Jim Proppe, who has held the position for the last seven years at the top 15 accounting firm. Drake will be the eighth managing partner in the firm’s 100-year history.
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The Collaborative Accountant
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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How to Become a Financial Hero to Your SMB Clients
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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Accountants Aren’t the Most Concerned About AI’s Impact—Except in One State
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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Professionals on the Move – December 2024
CPA Practice
DECEMBER 10, 2024
Lavine, Lofgren, Morris & Engelberg, LLPPromotes Three to Tax Manager The accounting firm of Lavine, Lofgren, Morris & Engelberg, LLP (LLME), San Diegos largest independent certified public accounting firm, recently announced the promotions of Alex Austin, Sean Nelson and Vanessa Reyes to the position of tax manager.
How Automation Helped a Firm Save Clients $500,000 on Lease Management
CPA Practice
OCTOBER 29, 2024
GBQ Partners, a full-service accounting firm with over 300 professionals across multiple Ohio offices, has established itself as a trusted advisor to clients in construction and various other industries.
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Monday Morning Accounting News Brief: Eff You, Pay Us; Let’s Complain About Auditing Again; RIP to a Real One | 8.14.23
Going Concern
AUGUST 14, 2023
The Times Union of Albany wrote about local firm BST and its enthusiasm for women in leadership : A Latham-based accounting firm is touting the number of women it employs in leadership positions, which some partners at the firm say has been partly driven by a longtime practice of letting women with children work from home. .”
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Friday Footnotes: ‘KPMG Did Not Know What They Were Doing’; Are You Boring?; PCAOB Warns About Confirmations | 3.25.22
Going Concern
MARCH 25, 2022
I’m just going to leave this here: Finding ‘untapped’ talent pools of CPAs [ Journal of Accountancy ] Gee I have no idea why it’s getting so hard to find CPAs hmmm…OH maybe because this is the kind of advice being handed out: “Put aside preconceived notions about what experienced CPA job seekers are looking for in their jobs.
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BDO USA Continues on Sustainable Growth Path; Reports Revenue Increase of Over 13%
CPA Practice
JULY 6, 2023
Enabled by digital transformation and the adoption of emergent technologies, BDO’s tax practice is elevating the client experience with strategic focus and a total tax approach, while streamlining processes for the firm’s professionals.
Mastering U.S. Federal Payroll Compliance
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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