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Growing From $225K to $100M By Focusing on Execution | FREE BOOK OFFER

BuildYourFirm

Gary Shamis, Principal at Winding River Consulting, has had an accomplished career in accounting, developing his dad’s bookkeeping firm from $225,000 to roughly $100 million. He built the 37th biggest CPA firm in the country before merging SS&G, Inc. Master of Accountancy, The Ohio State University B.S.

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HBK Merges in New York CPA Firm Zapken & Loeb

CPA Practice

Top 50 accounting firm HBK CPAs & Consultants has combined with Zapken & Loeb, a Woodbury, NY-based 70-person CPA firm that provides accounting and business consulting services to business owners, executives, and independent professionals. The merger became official on Nov.

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Friday Footnotes: The Metaverse’s First CPA Firm Gets Sued; CPA Exam Blueprints; Mad Mergers | 1.6.23

Going Concern

CPAs rev up for a new tax season [ Journal of Accountancy ]. Firm M&A. based IPA 100 firm Withum (FY22 net revenue of $425.3 based IPA 200 firm O’Connor & Drew (FY21 net revenue of $22.1 CLA Acquires Ohio-Based CPA Firm Gilmore Jasion Mahler [ CPA Practice Advisor ]. Other Stuff.

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What Private Equity Means for Accounting Firms: Thought Leaders Explore Pros and Cons

CPA Practice

They often focus their efforts to maximize the eventual sales value of the acquired business via a combination of targeted acquisitions of other firms, capital investments, expansion into profitable niches, waste reduction, tech adaptation, streamlining and other measures. Do they flip to venture capital, or to another CPA firm?

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Elevating & Embracing Your Role – Firm Administrators & Practice Managers

RitaKeller

The newly formed Missouri Chapter of CPAFMA , supported by the Missouri Society of CPAs , has invited me to speak to their roundtable group virtually on Wednesday, June 16 from 11 a.m. – I know first-hand how much the Ohio and Indiana Societies help and support the Ohio and Indiana Chapters of CPAFMA. Central time).

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The Hidden Gem to Firm Growth and Smoother Operations

CPA Practice

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.

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Friday Footnotes: EY’s Six CEO Candidates; Deloitte UK Partner Payouts Increase Again; IIA Gets Their Way | 9.29.23

Going Concern

What CPAs can learn from Smucker’s [ Accounting Today Voices ] J.M. The company expects each of its roughly 1,300 Orrville, Ohio-based corporate workers to be on site for 22 “core” weeks a year. And CPAs in this space know what that means in terms of legal exposure.

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