CPA Practice

JANUARY 10, 2024

Top 30 accounting firm PKF O’Connor Davies has acquired Silver Springs, MD-based Robert Philipson & Co., an accounting, tax, and management advisory firm that specializes in serving private clients through sophisticated tax services. Financial terms of the deal, which became official on Jan. weren’t disclosed.

Rhode Island 52

Rhode Island Connecticut Maryland New Jersey 52

CPA Practice

MARCH 16, 2023

Here are some highlights from the latest Top 100… We’re keeping an eye on Heather Satterley, CPA ( @hsatterley on Twitter) from Portsmouth, Rhode Island, who this week took a giant leap of 254 spots from #334 to land at #80! Thank you to all who have been with us since the beginning and to those who have joined us along the way!

Rhode Island 52

Rhode Island South Carolina accountant accounted 52

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?

Rhode Island 52

Rhode Island West Virginia South Dakota North Dakota 52

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?

Rhode Island 52

Rhode Island West Virginia South Dakota North Dakota 52

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.

North Dakota 58

North Dakota Rhode Island West Virginia South Dakota 58

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

OCTOBER 30, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million What software or tools are you using to manage your engagements, or how does your team currently manage client engagements and reporting processes?

Rhode Island 52

Rhode Island West Virginia South Dakota North Dakota 52

Going Concern

DECEMBER 20, 2024

News CPA Canada split from Ontario, Quebec groups becomes official [ Financial Post ] The organizations representing chartered professional accountants in Quebec and Ontario are officially split from Chartered Professional Accountants (CPA) Canada as of Friday. billion in 2024 and could reach $2.36 billion by 2031.

Rhode Island 52

Rhode Island accountant accounted Account 52

Going Concern

DECEMBER 16, 2024

HCVT is the third largest CPA firm in the west and the 33rd largest nationally. Doing so gives us access to a steady stream of high-caliber job candidates each year, while also enabling us to tap the experienced and robust accounting alumni networks that exist in these areas. Oh wait, what’s this?

Rhode Island 98

Rhode Island accountant accounted Account 98