cpa firm Ohio tax services 
CPA Practice
NOVEMBER 28, 2023
It’s not quite a “ mega merger ,” but a top 100 CPA firm and a top 200 CPA firm will be merging on Jan. Dean Dorton, based in Lexington, KY, and VonLehman CPA & Advisory Firm, based in Fort Wright, KY, announced their marriage on Tuesday. Photo courtesy of Dean Dorton.)
CPA Practice
MARCH 15, 2023
“Firms had two products, financial statements and tax, and then some went down the path of advisory and wealth management. Another interest for firm leaders, Koltin said, is that the current partnership model is built upon a risky premise of, “Come join us. “But Do they flip to venture capital, or to another CPA firm?
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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.
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?
CPA Practice
MAY 10, 2024
Together, with CEO and President Tim Cook, they comprise KSM’s executive committee, the firm’s leadership team. Erin Eberly has been named the partner-in-charge of KSM’s tax services. In this role, Eberly leads tax professionals across the firm to deliver tax compliance and consulting services with excellence.
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