CPA Practice

AUGUST 19, 2024

during the 2024 Boomer Circles Summit in Kansas City, Missouri. These awards honor member firms and sponsor partners in the accounting profession that demonstrate exemplary performance and innovation. The winners were chosen from nominations submitted by hundreds of firms and solution providers in the Boomer Circles communities.

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CPA Practice

SEPTEMBER 12, 2024

He also worked as an audit manager for a national accounting firm, managing public and private company audits. Allison Haug, CPA, joined the Firm as an Audit Senior Manager with 12 years of experience. She specializes in accounting and audits of insurance companies. She works remotely.

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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.

Rhode Island 52

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CPA Practice

JUNE 6, 2023

While private equity firms getting into bed with accounting firms has been all the rage lately , the Creative Planning/BerganKDV deal is believed to be the first involving a wealth management firm purchasing a large CPA firm. Yesterday’s] deal is a first of its kind in the accounting profession!

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CPA Practice

JUNE 6, 2023

While private equity firms getting into bed with accounting firms has been all the rage lately , the Creative Planning/BerganKDV deal is believed to be the first involving a wealth management firm purchasing a large CPA firm. Yesterday’s] deal is a first of its kind in the accounting profession!

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CPA Practice

SEPTEMBER 25, 2023

The following employees in the Boston office were also promoted: Kristen Dionne, CPA, MSA, has been promoted to Senior in the assurance practice; Taylor Fredricks has been promoted to Senior in the business technology advisory practice; and Kyle Walsh , MSA, has been promoted to Senior in the assurance practice.

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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?

Rhode Island 52

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