CPA Practice

MAY 6, 2024

The accounting and advisory firm Marcum LLP has acquired Croskey Lanni, PC, a notable Detroit, Michigan area-based firm with an office in Boca Raton, Florida. Croskey Lanni’s Florida team will also bolster Marcum’s operations in the state.

Michigan 64

Michigan accounting firms Florida accountant 64

CPA Practice

JUNE 15, 2023

The Florida Institute of Certified Public Accountants (FICPA) is one of the oldest and largest CPA societies in the U.S. The FICPA Vision “A thriving and future-ready accounting professional that powers the success of Florida businesses and the communities we serve.” from Florida State University. She earned a B.A.

Florida 59

Florida cpas CPA public accounting 59

CPA Practice

MARCH 6, 2023

The partners and employees of Daszkal Bolton have joined the advisory, assurance and tax firm CohnReznick , a leading advisory, assurance, and tax firm, effective March 1, 2023. Daszkal Bolton is a regional South Florida accounting, tax, and advisory firm.

Florida 59

Florida Massachusetts cpa firm CPA 59

Going Concern

FEBRUARY 13, 2023

Florida was the first state to fully implement the 150-hour education requirement on August 1, 1983, so it provides an excellent opportunity to examine how public accounting firms and accounting students responded to the implementation. The details of Florida’s experience may contain some lessons. Pruitt, Jr.,

Entertainment 119

Entertainment Florida CPA accountant 119

CPA Practice

FEBRUARY 5, 2025

The deal bolsters the top 20 accounting firm's ability to meet growing client demand for advanced ERP tools and AI-driven solutions while expanding its presence in Florida.

Florida 94

Florida accounting firms accountant accounted 94

CPA Practice

JUNE 14, 2023

But there is another story, another path that we’re seeing more and more that isn’t talked about as much: The lifestyle firm. A Different Definition of Success The idea of a “lifestyle” accounting firm is not a new one — lifestyle models have been around for a long time. To me, that was a success.”

Technology 119

Technology Florida bookkeeping AP Automation 119

xendoo

MAY 19, 2021

You can’t discount the value and simplicity that these services can offer, but how can you be confident that these services will understand your local business or Florida state law? Unfortunately, accounting software is similarly generic and can only take you so far in navigating the needs of local Florida businesses.

Florida 52

Florida accountant accounted Account 52

Going Concern

NOVEMBER 1, 2024

accounting firms will have either sold an ownership stake or part of their business to private-equity investors, up from zero in 2020, said Allan Koltin, chief executive at advisory firm Koltin Consulting Group. In a case brought by investors against the accounting firm BDO, the Second U.S. effective November 1.

audit 52

audit Florida auditor accounting firms 52

CPA Practice

NOVEMBER 27, 2023

Top 200 accounting firm H&CO has acquired fellow Florida CPA firm Grennan Fender, which has offices in Orlando and Melbourne. The leadership teams of H&CO and Grennan Fender will work closely to ensure a smooth transition for clients, the firms noted in a news release. The firm had revenue of $31.2

cpa firm 105

cpa firm CPA Florida tax planning 105

CPA Practice

JANUARY 8, 2024

Top 200 accounting firm Saltmarsh, Cleaveland & Gund has combined with fellow Florida CPA firm Ruggiero, Martinez & Norton (RM&N), based in Winter Park. We are eager to expand our footprint in Central Florida as part of this merger and are even more enthusiastic to welcome them to their new home at our firm.”

Florida 98

Florida cpa firm audit CPA 98

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.

Florida 52

Florida North Carolina Technology accounting firms 52

CPA Practice

FEBRUARY 17, 2025

"This merger strengthens our ability to provide top-tier accounting, tax, and advisory services while ensuring a seamless transition for all clients," KSDT CPA, one of the top 200 largest accounting firms in the U.S., said in a media release.

CPA 52

CPA Florida accounting firms Tax 52

Going Concern

OCTOBER 1, 2024

They felt the accounting firm became overly defensive and failed to quickly provide Fat Joe with full access to his financial affairs, said people familiar with the matter and his 2022 lawsuit. Here’s Fat Joe warning everybody not to trust accountants on a Breakfast Club Power 105.1

Colorado 115

Colorado Florida Entertainment accounting firms 115

CPA Practice

FEBRUARY 23, 2023

FORVIS , a national accounting and advisory firm, has made a $500,000 donation to the United Way of Collier and the Keys in to support ongoing recovery efforts for those affected by Hurricane Ian on Florida’s southwest coast.

Florida 52

Florida accounting firms accountant accounted 52

CPA Practice

SEPTEMBER 22, 2023

Top 20 accounting firm CohnReznick has reached a milestone, as it is opening its 30th office location in the U.S. 30 will be in Denver—CohnReznick’s first location in Colorado—and it will officially open in early October, the firm said earlier this week.

Colorado 105

Colorado Real Estate Florida Hospitality 105

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

Withum

DECEMBER 16, 2022

On December 12, 2022, Martinez & Associates, a public accounting firm headquartered in Winter Springs, FL, announced it will join its practice with WithumSmith+Brown, PC (Withum), a nationally recognized CPA and advisory firm with 20 offices and annual revenue of $450M, ranking in the top 25 firms in the country.

Florida 98

Florida Construction CPA Manufacturing 98

Going Concern

DECEMBER 1, 2023

Mergers and Acquisitions VonLehman CPA & Advisory Firm merges with top 100 company Dean Dorton [ Cincinnati Business Courier ] One of Greater Cincinnati’s largest accounting firms has paired up with another regional firm that’s even bigger. The combined firm will operate under the Dean Dorton name.

cpas 111

cpas audit auditor CPA 111

CPA Practice

FEBRUARY 6, 2024

Coming on the heels of the acquisitions of a CPA firm in Chapel Hill, NC , and a New York City-based business software consulting firm , top 25 accounting firm Citrin Cooperman on Feb. KMC), a full-service tax, attest, and business advisory firm based in Fort Lauderdale, FL. 1 picked up Keefe McCullough & Co.

Florida 40

Florida cpa firm CPA New York 40

Going Concern

AUGUST 8, 2023

We know of one PE firm in particular that might be looking for a deal with an accounting firm after their last deal fell apart in the 11th hour (allegedly). The post Let’s Speculate Wildly About Why All the BDO USA Partners Are Getting Together for a Secret Meeting in Florida appeared first on Going Concern.

Florida 52

Florida accounting firms Sales accountant 52

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.

Florida 52

Florida Ohio Real Estate tax preparation 52

CPA Practice

JANUARY 2, 2024

Founded in 1968, PKF Mueller has offices in Elgin, Chicago and Orland Park, Illinois, as well as an office in Sarasota, Florida. The acquisition strengthens Cherry Bekaert’s reach in the Illinois market, supporting the Firm’s strategic growth plans.

Illinois 114

Illinois E-commerce Pharmaceutical Real Estate 114

CPA Practice

JUNE 20, 2024

Top 500 accounting firm PAAST, based in Coral Gables, FL, merged with SKJ&T (Sanson, Kline, Jacomino & Tandoc), a CPA firm in Miami, effective May 1. The combined firm continues to work out of their existing offices in Coral Gables and Miami.

cpa firm 52

cpa firm CPA Florida forensic accounting 52

CPA Practice

NOVEMBER 6, 2023

Yamoah, University of Illinois at Urbana-Champaign Isabel Maria Ford, University of Florida Jae Yeon Pyo, Carnegie Mellon University Jeremy Richardson, Texas Tech University Jessica Thornton, University of Illinois at Urbana-Champaign Jewel O. Jefferson, Virginia Commonwealth University DMyrian Frederick, Virginia Tech Isaac L.

Texas 114

Texas Georgia accounting and finance Virginia 114

Going Concern

JULY 22, 2022

EY’s UK arm drafts in Rothschild as $80bn break-up looms [ Sky News ] The British arm of EY, the accountancy firm, has drafted in one of the City’s top investment banks to advise on an impending $80bn break-up that will shake up the global accountancy profession. USF sues former accountant who embezzled $12.8

institute of chartered accountants 98

institute of chartered accountants audit international accounting standards chartered accountant 98

CPA Practice

OCTOBER 20, 2023

A new study from the University of Florida revealed how financial fraud can play a surprising role in the struggling accounting labor force. In a supplemental analysis of educational and labor market data of more than half a million accounting graduates in the U.S.,

accountant 105

accountant accounted Account Oregon 105

Going Concern

NOVEMBER 24, 2022

Firm/Team Culture. Work for an innovative, boutique advisory, tax, and accounting firm that works exclusively with growth-focused small to medium-sized businesses. Past locations have included Las Vegas, Rocky Point, Florida, and San Diego. Location: REMOTE within the US. This is a paperless environment using cloud tools.

Tax 105

Tax tax return tax consultant Florida 105

CPA Practice

FEBRUARY 11, 2025

The merger brings together two firms with expertise in forensic accounting, litigation support, and business advisory to enhance client services and expand capabilities.

forensic accounting 55

forensic accounting Florida accounted accountant 55

CPA Practice

MARCH 5, 2024

Top 100 accounting firm HHM CPAs has expanded outside of Tennessee after merging in Pensacola, FL-based CPA firm Bizzell, Neff & Galloway on March 1.

cpas 52

cpas Florida Tennessee tax consultant 52

Going Concern

JULY 26, 2024

The multinational accounting firm promoted Carr to partner in 1999. She also founded Deloitte’s National Tax Accounting Group and helped create its Global Tax Accounting Group, which she is leading until her September retirement.

Oklahoma 105

Oklahoma audit South Dakota accounting firms 105

Going Concern

APRIL 1, 2024

The scope and scale of Microsoft’s Copilot effort is a “shocking signal” of the potential the company sees in large language models, the machine-learning technology that underpins GenAI, said Jason Staats, CPA, a former accounting firm head in Portland, Ore., who founded and runs the accounting technology community Realize.

accountant 105

accountant accounted Account audit 105

CPA Practice

JUNE 10, 2024

The audit regulator handed L&L CPAs and its president Weixuan Tracy Luo a joint fine of $75,000, engagement partner Andy Chow a civil money penalty of $50,000, and engagement quality reviewer Robert Kinzer a $25,000 fine, according to the settled disciplinary order.

audit 52

audit cpas Florida cpa firm 52

CPA Practice

JANUARY 31, 2023

The Florida Institute of Certified Public Accountants (FICPA) on Jan. 25 held its annual in-person advocacy event, Hike the Hill, at the Florida Capitol in Tallahassee. The FICPA was honored to hear a keynote address from Florida Department of Business and Professional Regulation Secretary Melanie Griffin. Ed Hooper, Sen.

CPA 69

CPA Florida cpas cpa firm 69

Going Concern

SEPTEMBER 11, 2024

Off to go dig around in EDGAR to find more accounting firm/private equity transaction deets, brb. As far as we know, the details of this deal haven’t been reported in the media, only that BDO and Apollo had done a $1.3 billion debt financing transaction.

Florida 64

Florida accounting and finance accounting firms Finance 64

Going Concern

AUGUST 14, 2023

CHICAGO, AUGUST 2023 − BDO USA, one of the nation’s leading accounting and advisory firms, today announced its intention to establish an Employee Stock Ownership Plan (ESOP), providing a broad base of our employees the benefit of ownership and a new model for the firm’s continued investment, growth, and long-term sustainability.

Florida 98

Florida accounting and finance public accounting Gaming 98

Going Concern

SEPTEMBER 9, 2022

Although New York, Texas, and California dominated the number of jobs being offered for the roles analyzed, Florida was the only state to appear in the top five in each of the four positions reviewed. Accounting department has record year at annual Meet the Firms event [ St. Accounting Firm Mergers.

audit 98

audit chartered accountant auditor New York 98

CPA Practice

MAY 10, 2024

The Florida Institute of Public Accountants (FICPA), Nova Southeastern University (NSU) and three South Florida accounting firms – Berkowitz Pollack Brant, Kaufman Rossin and PAAST – have launched a new partnership that will assist future certified public accountants (CPAs) on their path to licensure.

CPA 52

CPA Florida cpas Education 52