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 12, 2024

Avantax Welcomes $60M Advisor Ali Kazemi and His Northern California-based Sentinel Financial Group Avantax, a Dallas-based leader in tax-intelligent financial planning and wealth managemen, recently welcomed Ali Kazemi, a seasoned financial services industry veteran with 30 years of experience.

Kansas 104

Kansas Pennsylvania audit accounting and finance 104

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

CPA Practice

DECEMBER 4, 2024

Top 40 accounting firm LBMC has grown its footprint across Tennessee by adding Frazee Ivy Davis, an accounting firm based in Memphis, effective Dec. This environment aligns perfectly with LBMC’s vision for innovation, growth, and development as the firm of the future.” Financial terms of the deal weren’t disclosed.

Real Estate 52

Real Estate Tennessee Healthcare Manufacturing 52

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

SEPTEMBER 18, 2024

Much like other public accounting firms that have received a private equity infusion— Citrin Cooperman , Grant Thornton , and, most recently, Doeren Mayhew , to name a few—ATA will operate in an alternative practice structure. We look forward to working with ATA across a range of strategic initiatives in the coming years.”

Mississippi 52

Mississippi Arkansas Kentucky Tennessee 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

OCTOBER 15, 2024

Top Technology Initiative Article – October 2024 Well, that’s a wrap on another tax season. This year was one of the most normal tax years in some time. The IRS granted tax relief for MI storms , tornados in OH , hurricanes Beryl in TX , and Debby in NC. Otherwise, tax deadlines were normal in most places. And wait again!

South Carolina 52

South Carolina North Carolina Florida tax return 52

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

Going Concern

FEBRUARY 3, 2023

. “As an accountant, communicating clearly and concisely with your clients may be one of the most important things you do on the job,” said Caren Rodriguez, chief marketing officer of DMJPS PLLC, a tax, assurance, and business advisory firm with several offices across North Carolina. From the press release: CBIZ, Inc.

cpas 111

cpas quickbooks accounting and finance North Carolina 111

Going Concern

MARCH 1, 2024

This was even though the former PwC partner told the professional body he was “subject to an investigation” by the tax agents’ regulator. However, this incident should not be seen as an indictment of the CPA profession or the use of licensed accounting firms. News Chattanooga accountant and firm slapped with ban after $1.6M

audit 111

audit Nebraska auditor chartered accountant 111

CPA Practice

DECEMBER 15, 2023

I’m Randy Johnston out of Hutchinson, Kansas with my friend and cohort and CO presenter Brian Tankersley out in Knoxville, Tennessee. 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.

Technology 52

Technology CPA New York Kansas 52

Going Concern

JANUARY 5, 2024

Big 4 Big Four Reshape Consulting Workforce, Strategy With Rare Layoffs [ Bloomberg Tax ] The Big Four accounting firms have leaned into their tech advisory work and data analytics services—areas ripe for revenue growth—as interest rates and the artificial intelligence boom reshaped demand for consulting services. Happy trails, Tom!

tax return 111

tax return Virginia accounting and finance audit 111