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Friday Footnotes: PwC Scandal Somehow Gets More Scandalous; Deloitte Denied in Court; Withum Embiggens in Florida | 11.8.24

Going Concern

She wrote that the local firm needed to comply with a set of remedial actions or face suspension, or expulsion, from the global network. ” The new office will employ a team of 15 by the end of the year, with all positions in the Boca office staffed by accounting professionals, Goldberg said.

Florida 98
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Eide Bailly Forms Wealth Management Partnership With PE-Backed Sequoia Financial Group

CPA Practice

Top 20 accounting firm Eide Bailly has struck a deal with Akron, OH-based registered investment advisor Sequoia Financial Group, in which Sequoia Financial acquires Eide Bailly’s wealth management practice and Eide Bailly takes an equity stake in Sequoia. The firms expect the transaction to close in the fourth quarter.

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Monday Morning Accounting News Brief: Accounting Firms Ditch Zoom Interviews; Mississippi’s Best CPA Exam Candidates | 8.28.23

Going Concern

Accounting firms across the pond are ditching Zoom interviews, writes Sunday Times : Zoom calls became the norm for business meetings during the pandemic — but accountancy firms, among the biggest graduate recruiters, are going back to face-to-face interviews when hiring, saying it is easier to assess candidates’ characters.

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Eliminate Manual Work and Accelerate Accounts Receivable

CPA Practice

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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Checklist: Ensure your firm’s success this upcoming tax season

CPA Practice

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?

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ATA Lands Private Equity Investment From Copley Equity Partners

CPA Practice

Top 200 accounting firm ATA has joined the private equity party, announcing this week that it’s receiving a minority investment from Boston-based Copley Equity Partners. Founded in 1946, ATA offers a comprehensive array of tax, audit, accounting, consulting, and wealth management services and is a member of BDO Alliance USA.

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Eide Bailly Gets in Some Kind of Wealth Management Circlejerk, IDK

Going Concern

billion in assets under management as of June 30, 2024, and Eide Bailly LLP, a top 20 national accounting firm, today announced a strategic partnership, with Sequoia Financial acquiring Eide Bailly’s wealth management practice and both firms collaborating to deliver expanded services to each other’s clients. .”