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

CPA Practice

SEPTEMBER 25, 2023

TAG Alliances Welcomes Ray Polantz of Cohen & Company as New Advisory Board Member TAG Alliances, a leading multidisciplinary alliance of independent professional services firms, recently appointed Raymond Polantz, Tax Partner at Cohen & Company as its newest Advisory Board member.

New Hampshire 105

New Hampshire Massachusetts CPA Maine 105

Going Concern

SEPTEMBER 29, 2023

The company expects each of its roughly 1,300 Orrville, Ohio-based corporate workers to be on site for 22 “core” weeks a year. The accounting firm subsequently used the information to advise clients on how to sidestep the tax changes. As their revenues soared, so did their workloads.

auditor 111

auditor audit New York CPA 111

CPA Practice

JULY 3, 2024

The right solution also eases the workload on your staff, helping your CPA Firm or Payroll Service Bureau achieve more. Effective payroll software ensures accuracy, compliance, and operational efficiency, providing a competitive edge. It supports client retention, improves ROI, and facilitates business growth.

payroll 52

payroll Rhode Island West Virginia South Dakota 52

CPA Practice

MAY 20, 2024

Top 60 accounting firm KSM (Katz, Sapper & Miller) is expanding into Ohio as it is set to add Cincinnati-based CPA firm Cassady Schiller on May 31. Financial terms of the deal weren’t disclosed.

Real Estate 52

Real Estate Oklahoma Indiana Ohio 52

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

Rhode Island West Virginia South Dakota North Dakota 52

CPA Practice

MAY 10, 2024

KSM Announces Appointments for Five New Leadership Roles Katz, Sapper & Miller (KSM) recently announced the appointments of Erin Eberly, Jason Patch, Mike North, Mike Lee, and Jamie Ellis to newly created roles overseeing the firm’s tax, audit, and advisory practices, its industry groups, and its operations.

Tennessee 64

Tennessee New York audit income tax 64

RitaKeller

FEBRUARY 1, 2022

An interesting topic was mentioned on the CPA Firm Management Association discussion board. Many CPA firms are “open” on Saturdays and expect that CPAs work on Saturdays during tax season. She is the Operations Manager at Pohlman, Talmage, Brown & Campbell in Dayton, Ohio.

cpa firm 45

cpa firm Ohio cpas CPA 45

CPA Practice

NOVEMBER 5, 2024

Top 60 accounting firm KSM (Katz, Sapper & Miller) has expanded its presence in New York after acquiring Shanholt Glassman Klein Kramer & Co. SGKK), a New York City-based CPA firm with a focus on the real estate industry, effective Oct. Financial terms of the deal weren’t disclosed.

New York 52

New York Real Estate Oklahoma Ohio 52

CPA Practice

JANUARY 12, 2024

But one of the one of the major things I think that needs to be said about it is that the major the major AI initiative that TR is chasing is the is incorporating sure preps document and information ingesting process on the front end of a tax return. That’s the CEO about the allocation of AI to tax and accounting.

Technology 40

Technology Account accountant accounted 40

Going Concern

JUNE 23, 2023

Office Hours: CPA Firms Shift Toward More In-Person Collaboration and More Square Footage [ INSIDE Public Accounting ] Three years after accounting professionals were forced home by COVID and then back to the office, at least part of the time, firms are beginning to settle into a new normal.

cpa firm 105

cpa firm CPA auditor North Carolina 105

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

CPA Practice

DECEMBER 14, 2023

Denise Buettner, Ohio Frank Calise, Ariz. Shane Kamban, Ohio Joanne Kopanski, N.C. Calvetti Ferguson introduces new partner Calvetti Ferguson, a nationally recognized middle-market CPA firm, has proudly introduced Nicholas McClay as their newest partner in Nashville. Daniel Blamer, Mich. Edward Bonaccorsi II, Mass.

Iowa 52

Iowa Texas Utah Ohio 52

CPA Practice

DECEMBER 15, 2023

So you know, some of our friends are from Ohio, where you can have chili, you know, to a three way four way? Kathy row had a pretty significant promotion, leading the professional market now of how to Dallas and the integration across tax engagement, practice management, the research tools and so forth. Well, you get OCR two ways here.

Technology 52

Technology CPA New York Kansas 52

Going Concern

AUGUST 4, 2023

Less than 1% of firms can find enough staff [ Accounting Today ] Relatively few CPA firms are able to find enough employees to fill their ranks and are resorting to strategies like hiring workers abroad, raising starting salaries, offering fully remote jobs, and hiring staff who haven’t graduated college, according to a new survey.

cpa firm 98

cpa firm CPA accounting firms accounting and finance 98