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

Going Concern

” California Program Offers Black Students Path to Accounting [ Bloomberg Tax ]. Black students in California can prepare for and take the certified public accountant or certified management accountant exam for free under a pilot program that aims to help diversify the accounting profession.

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Accounting Firm Adds New Subsidiary, Schneider Downs Capital

CPA Practice

Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit, and consulting services to public and private companies, not-for-profit organizations and global companies. Mr. Lieberman will continue to serve as CEO of Schneider Downs Corporate Finance.

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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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The new comprehensive document management solution from IRIS

CPA Practice

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?

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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

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. Rapid growth is great news for accounting firms.

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Professionals on the Move: Sept 2023

CPA Practice

LLP (Los Angeles, CA, USA – TIAG); Ray Polantz; Cohen & Company (Ohio, USA – TIAG) Felipe Pestana of Grupo Planus (Rio de Janeiro, Brazil – TIAG); and Paul Tauber of Coblentz, Patch, Duffy & Bass LLP (San Francisco, CA, USA – TAGLaw). Uhl joined BNN in 2022, after spending several years at a Massachusetts- based CPA firm.