CPA Practice

NOVEMBER 14, 2024

New York City-based Citrin Cooperman said the acquisition strengthens its presence in the Mid-Atlantic region and enhances its capabilities in risk advisory, state and local tax, and purpose-built technology solutions and implementation. Clearview’s licensed CPA firm. in Woodbridge, CT. while Citrin Cooperman & Co.

Maryland 52

Maryland cpa firm New York Management Consulting 52

CPA Practice

NOVEMBER 3, 2023

Top 25 accounting firm Citrin Cooperman has acquired Gettry Marcus, a top 200 CPA firm based in Woodbury, NY. The firm is also considered to have one of the most credentialed business valuation and litigation groups in the New York area. Financial terms of the transaction, which became official on Nov.

cpa firm 59

cpa firm CPA Real Estate New York 59

CPA Practice

OCTOBER 25, 2024

is the second big accounting firm to announce a private equity deal in the past week. Top 20 firm Armanino said last Friday that it has received a minority investment from Further Global Capital Management , a New York-based employee-owned private equity firm that makes investments in businesses within the financial services industry.

cpa firm 59

cpa firm Real Estate CPA New York 59

CPA Practice

NOVEMBER 2, 2023

Top 25 accounting firm Citrin Cooperman has acquired Gettry Marcus, a top 200 CPA firm based in Woodbury, NY. The firm is also considered to have one of the most credentialed business valuation and litigation groups in the New York area. Financial terms of the transaction, which became official on Nov.

cpa firm 52

cpa firm CPA Real Estate New York 52

BuildYourFirm

MARCH 26, 2020

Would you leave a safe and comfortable controller position at a large company to start your own CPA firm? He is an avid rower, enjoys reading, and regularly travels to the Finger Lakes region of upstate New York. That’s what Luke Gheen, founder of Gheen & Co.

CPA 130

CPA Colorado cpa firm public accounting 130

CPA Practice

MAY 17, 2023

Based in Hackensack, NJ, Tobin & Collins has served clients in the New Jersey and New York metropolitan area for more than 50 years. The firm’s client base includes real estate entrepreneurs, high-net-worth individuals, and privately held companies in a broad range of industries.

cpa firm 52

cpa firm CPA Real Estate New Jersey 52

CPA Practice

SEPTEMBER 18, 2023

Robert Keebler, a partner at Green Bay, WI-based CPA firm Keebler and Associates, called Kess “a wonderful man and one of the visionaries of the profession.” “Sid He also had been a senior consultant to top 25 accounting firm Citrin Cooperman. 14, 1926, in New York City, served in the U.S. Baruch College.

Tax 111

Tax cpas New York CPA 111

CPA Practice

JUNE 6, 2023

Top 20 accounting firm Armanino has acquired Los-Angeles-based business management CPA firm Bemel, Ross & Avedon, which provides services to some of the country’s leading entertainers and executives in the film and music industry. Terms of the deal, which closed on June 1, were not disclosed.

cpa firm 52

cpa firm CPA Entertainment tax consultant 52

CPA Practice

OCTOBER 30, 2024

The Bonadio Group , a nationally ranked IPA Top 50 CPA firm and the largest independent provider of professional services in Upstate New York, will expand into the Mid-Atlantic region with today’s announcement that it will join with award-winning CPA advisory firm Cover & Rossiter (C&R).

CPA 52

CPA Delaware cpa firm New York 52

CPA Practice

NOVEMBER 15, 2024

He received a Bachelor’s degree from the University of Pittsburgh, as well as a Master’s degree in Logistics Management from New York Maritime College and a Master’s degree in Accounting from Pennsylvania Western University. Nicole Wilkinson joined Brown Plus as an Administrative Assistant. She graduated from Mount Aloysius College.

audit 111

audit Pennsylvania accounting and finance Healthcare 111

Going Concern

FEBRUARY 1, 2023

I’m excited to welcome the SobelCo team members to the CLA family as we continue to expand our reach into New Jersey, New York, and surrounding areas.” Because of this, the SobelCo team was much sought after by many of the regional and national firms in the Northeast.

New Jersey 104

New Jersey Pennsylvania New York cpa firm 104

Withum

MARCH 10, 2022

New York City was certainly no exception, and perhaps no industry has been impacted as severely as the live theatrical entertainment industry. Continuously providing additional guidance regarding this new program, New York has officially set forth new Agreed Upon Procedures (AUPs) to be performed by a pre-qualified CPA firm.

cpa firm 72

cpa firm Tax New York Entertainment 72

CPA Practice

FEBRUARY 1, 2023

I’m excited to welcome the SobelCo team members to the CLA family as we continue to expand our reach into New Jersey, New York, and surrounding areas.” Because of this, the SobelCo team was much sought after by many of the regional and national firms in the Northeast.

New Jersey 98

New Jersey Pennsylvania New York cpa firm 98

CPA Practice

OCTOBER 21, 2024

Top 20 accounting firm Armanino has received a minority investment from Further Global Capital Management, a New York-based employee-owned private equity firm that makes investments in businesses within the financial services industry. Their deal with Further Global Capital Management fit just like a glove.

cpa firm 80

cpa firm CPA auditor audit 80

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

Accounting Today

NOVEMBER 14, 2024

The Top 25 Firm based in New York added a management consulting and CPA firm in the Baltimore area, its second acquisition in two days.

Management Consulting 64

Management Consulting cpa firm New York CPA 64

Going Concern

JANUARY 6, 2023

“When you have a massive financial collapse like FTX, there are going to be many, many institutions—and perhaps individuals—who allegedly profited improperly along the way,” said Samuel Issacharoff, a New York University law professor. based IPA 100 firm Withum (FY22 net revenue of $425.3 million) is merging in Braintree, Mass.-based

cpa firm 52

cpa firm CPA New Hampshire Ohio 52

CPA Practice

OCTOBER 25, 2024

The deal, which is expected to close sometime in the first quarter of 2025, will be backed by an investor group led by New Mountain Capital, a private equity firm headquartered in New York City that bought a significant stake in Chicago-based Grant Thornton US in a transaction that was completed this past May.

audit 52

audit Legal cpa firm New York 52

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.

Florida 40

Florida cpa firm CPA New York 40

CPA Practice

NOVEMBER 4, 2024

CBIZ, which is a publicly traded accounting services provider (NYSE: CBZ), has acquired the non-attest business of Marcum, while Kansas City, MO-based CBIZ CPAs (formerly Mayer Hoffman McCann), the national independent CPA firm with which CBIZ has had an administrative service agreement for more than 25 years, has acquired Marcum’s attest business.

Kansas 52

Kansas cpa firm cpas New York 52

Going Concern

AUGUST 28, 2024

New York Louis C. Pittsburgh Christopher McElroy / Steven Thompson $124,033,517 Berkowitz Pollack Brant / Miami Joseph Saka $118,795,963 Bennett Thrasher LLP / Atlanta Jeff Call $102,790,108 Source: INSIDE Public Accounting Best of the Best CPA firms 2024 Yeah, we probably could have cut this list down to 10.

accounting firms 104

accounting firms Account accounted accountant 104

CPA Practice

JULY 31, 2024

billion-dollar megadeal in public accounting was announced this morning, as top 15 firm CBIZ said it’s acquiring another top 15 firm, New York-based Marcum, which would put the combined firm among the seventh largest in the U.S. by revenue after the transaction closes later this year.

cpa firm 115

cpa firm CPA Kansas public accounting 115

CPA Practice

MAY 21, 2024

As Grant Thornton moves closer to sealing a deal on a significant private equity investment from New York-based New Mountain Capital, the seventh-largest accounting firm in the U.S. is laying off 350 employees, equating to roughly 3.5% of its U.S. workforce, the Wall Street Journal reported on May 20.

cpa firm 81

cpa firm New York accounting firms audit 81

Going Concern

FEBRUARY 3, 2023

BDO’s culture attracts KPMG auditing veteran from New York [ Australian Financial Review ] An inability to easily visit family in New Zealand during the COVID pandemic led to auditing veteran Fiona Narielwalla moving to Sydney after almost a decade in New York. From the press release: CBIZ, Inc.

cpas 111

cpas quickbooks accounting and finance North Carolina 111

CPA Practice

FEBRUARY 27, 2023

Daniel Garigen, who holds a 40% stake in Dansa D’Arata & Soucia CPAs LLP, has accused managing partner Eric Soucia of financial and workplace misconduct in a lawsuit filed this month in New York Supreme Court that seeks to force Soucia to give up control of the company.

cpa firm 52

cpa firm CPA Non-Profits cpas 52

TaxConnex

AUGUST 15, 2023

Five states follow with 4% rates: Alabama, Georgia, Hawaii, New York and Wyoming. effective July, the most recent statewide rate reduction since New Mexico trimmed its sales tax rate from 5.125% to 5% in July 2022. California has the highest statewide sales tax rate, at 7.25%. South Dakota cut its state sales tax rate from 4.5%

Sales 130

Sales Tax Alabama Texas 130

Going Concern

SEPTEMBER 29, 2023

And CPAs in this space know what that means in terms of legal exposure. Rapid growth is great news for accounting firms. But when it takes place in situations of significant information asymmetry between companies and investors, CPA firms should beware. appeared first on Going Concern.

auditor 111

auditor audit New York CPA 111

CPA Practice

SEPTEMBER 26, 2023

Garden City will be Armanino’s second location in New York; the firm has had an office in New York City since 2021. Together they will accomplish great things and become an even greater force in the New York market and eventually the broader Northeast region.”

New York 59

New York Real Estate accounting firms public accounting 59

CPA Practice

APRIL 9, 2024

Reid, with offices in Long Island, New York City, and Boca Raton, FL, is a full-service tax and accounting firm founded in 1992. Under the terms of the partnership, Reid CPAs transferred its tax and advisory business to a new entity that will just be called Reid, owned by Crete PA and the Reid partners but is not a CPA firm.

cpas 59

cpas cpa firm accounting and finance CPA 59

Going Concern

MAY 26, 2023

Long Read How a Pandemic-Era Program Became a Magnet for Fraud [ New York Times ] Amid the onset of the pandemic in 2020, as large swaths of the economy went into lockdown, Washington set up various programs to help keep businesses and their workers afloat. Have a safe Memorial Day. Here’s the problem: The meaning has become muddled.

public accounting 104

public accounting Account accountant accounted 104

Going Concern

FEBRUARY 9, 2024

Birthdays A CPA Firm Celebrates a Century in Business [ The CPA Journal ] In today’s climate of accounting firm mergers, it is worth recognizing when a CPA firm has managed to remain independent and partner-owned for 100 years. a full-service tax, attest and business advisory firm, effective Feb.

Technology 104

Technology Colorado audit cpa firm 104

CPA Practice

MAY 8, 2024

Top 25 accounting firm Citrin Cooperman has acquired Maier Markey & Justic (MMJ), a White Plains, NY-based CPA firm, expanding the firm’s presence in the New York City metro area. Financial terms of the deal weren’t disclosed.

Real Estate 59

Real Estate cpa firm Healthcare New York 59

CPA Practice

JULY 9, 2024

Top 25 accounting firm Citrin Cooperman has acquired S&G LLP, a Worcester, MA-based assurance, tax, and advisory firm. The New York-based CPA firm acquired the attest assets of S&G, while Citrin Cooperman Advisors acquired S&G’s remaining assets. Financial terms of the deal weren’t disclosed.

cpa firm 52

cpa firm CPA New York Tax 52

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

Rhode Island West Virginia South Dakota North Dakota 52

Going Concern

JULY 7, 2023

Audit US Renews Audit Inspection of China Firms as Tensions Mount [ Bloomberg ] US audit officials have started a fresh round of inspections of New York-listed Chinese companies in recent weeks as tensions mount between the world’s two largest economies.

audit 105

audit Account accounted accountant 105

CPA Practice

MAY 10, 2024

FORVIS adds two managing directors to State & Local Tax team FORVIS , an integrated professional services firm has hired two new managing directors to bolster its State & Local Tax (SALT) practice in two key markets. Karin Ecroyd has joined the firm in New York City, New York, and Scott Smith has joined in Nashville, Tennessee.

Tennessee 64

Tennessee New York audit income tax 64

CPA Practice

JANUARY 30, 2025

The New York City-based top 60 firm has expanded its presence in Massachusetts by combining with Anstiss, a CPA firm located in Chelmsford.

Massachusetts 40

Massachusetts cpa firm New York CPA 40