CPA Practice

JANUARY 30, 2024

Dallas private-equity firm Unity Partners acquired NDH last May , providing the accounting firm with capital, strategic, and operational support as NDH looks to expand through organic growth and strategic acquisitions. Both founders will continue to be actively involved in the business.

cpa firm 52

cpa firm CPA Utah Texas 52

PYMNTS

JULY 31, 2020

Focused on mitigating third-party risk for B2B buyers and suppliers, Utah-based Whistic recently announced a $12 million Series A investment round, FinNSMEs reported. This week’s look at the latest funding for B2B FinTech and other startups showcases an investor appetite for security, data and business intelligence, with nearly $63.5

B2B 66

B2B Utah Technology accounting and finance 66

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

Going Concern

FEBRUARY 24, 2023

For public accounting firms in Minnesota: Minnesota public accounting firms, no longer being able to practice freely across state lines, would need to provide advance notice and gain a practice permit before signing any client engagement agreement or providing any public accounting service. [Ed.

Minnesota 98

Minnesota Illinois cpas CPA 98

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 20, 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 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

JULY 19, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system? million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system?

Rhode Island 52

Rhode Island West Virginia South Dakota North Dakota 52

Going Concern

MAY 6, 2022

No surprise — the entire team left the firm as soon as the audit ended. I remember arriving at a fracking company’s office, which was really a large warehouse, in rural Utah for an audit. The b oardroom. The CFO happily announced that we would be in the boardroom. The boardroom had a large table with eight chairs around it.

audit 64

audit public accounting Utah auditor 64

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.

payroll 52

payroll Rhode Island West Virginia South Dakota 52

CPA Practice

JULY 25, 2024

Your accounting firm, by the way, I think that’s a that’s a great name. And guess what, they drive a big massive SUV that’s half the size of Utah. There are different firms, there are different products that meet the different stages of practice that firms are in different kinds of practice there.

Technology 111

Technology Tax Account accountant 111

Going Concern

JUNE 14, 2022

12 years ago my former colleague Caleb Newquist published a post titled “Do Accounting Firms Care if You’re On Drugs?” In summation: Do Big 4 firms drug test? These are accounting firms we’re talking about after all, change is not in their vocabulary. NO, probably not. Probably not.

accounting firms 105

accounting firms Account accountant accounted 105

CPA Practice

JULY 8, 2024

Staffing, IRS Service Problems and Leadership Development are Top Issues for CPA Firms, AICPA Survey Finds Finding qualified staff is the top issue for all categories of accounting firms except sole practitioners, according to a biennial survey by the American Institute of CPAs’ firm practice management section.

cpas 122

cpas North Carolina Illinois Texas 122

CPA Practice

OCTOBER 18, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss how a new generation of computing will impact accounting firms. Use the podcast player below to listen. Transcript (Note: There may be typos due to automated transcription errors. Also, due to the intro to the podcast, add apx. 10 seconds to the time stamps below.)

Technology 126

Technology Account accountant accounted 126

Going Concern

MARCH 22, 2024

Top Remote Accountants of the Week | March 21, 2024 Practice The worst of times: Issues in accounting in 2024 [ Accounting Today ] It’s a great time to run an accounting firm — except for how hard it is. Atlas CPAs and Advisors undercut the Utah-based auditing firm by $12,000.

Minnesota 113

Minnesota cpas audit CPA 113

CPA Practice

DECEMBER 14, 2023

Johnny Welborn, Texas Elite 25 Teresa Barton, Utah Jeri Beckham, Texas Frank Calise, Ariz. Teresa Barton, Utah Farooq Bawa, Ill. Amie Fuller, Utah Michelle Gillespie, Pa. The 2023 H&R Block Featured Franchisees of the Year, Elite 25, and Top 100 include: Featured Franchisees of the Year Anthony Temple, Mich. Dawn Every, N.Y.

Iowa 52

Iowa Texas Utah Ohio 52

Going Concern

AUGUST 11, 2023

MCM is the Southeast region’s eighth-largest accounting service provider based on Accounting Today’s Top 100 Firms ranking with ~370 employees and approximately $72 million in annual revenue. Also, the report said, the whereabouts of as many as 168 cartridges from a processing center in Ogden, Utah, are unknown.

Account 97

Account accountant accounted Tennessee 97

Going Concern

JANUARY 29, 2024

An FBI investigation was initiated in December 2021 after an accounting firm was hired to liquidate a client’s property upon his death in 2020 and found the piece of art. The district issued a demand letter dated Oct. 5 letter from district administrator Joe Phillips to Chief Auditor Joris Jabouin.

auditor 52

auditor cpa firm Account accountant 52

Going Concern

DECEMBER 16, 2024

Since 2014, the firm has operated an office in Park City and an office co-working space in Salt Lake City since 2023. HCVT currently has 12 full-time employees in Utah. The Federal Reserve of San Francisco has a branch in Salt Lake, why not an accounting firm that sounds like a typo too? Oh wait, what’s this?

Rhode Island 72

Rhode Island Account accountant accounted 72

Going Concern

DECEMBER 9, 2022

As we enter the season of giving, it seems that employees of a Mississippi-based accounting firm with a lucrative Florida contract have allegedly been caught gifting themselves funds intended to help citizens in need. Baker Tilly Shops for US Law Firm as Big Four Expand Services [ Bloomberg Tax ]. Something’s up.

CPA 98

CPA Florida auditor audit 98

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