CPA Practice

JANUARY 30, 2024

NDH Advisors has acquired Houston-based CPA firm Jain & Jain—the second transaction the Chicago accounting business has made in as many months. Jain & Jain’s clients are primarily based in Texas, Florida, Utah, and Kansas, and represent a diverse mix of industries. Terms of the deal weren’t disclosed.

cpa firm 52

cpa firm CPA Utah Texas 52

CPA Practice

JANUARY 8, 2024

Top 200 accounting firm Saltmarsh, Cleaveland & Gund has combined with fellow Florida CPA firm Ruggiero, Martinez & Norton (RM&N), based in Winter Park. We are eager to expand our footprint in Central Florida as part of this merger and are even more enthusiastic to welcome them to their new home at our firm.”

Florida 98

Florida cpa firm audit CPA 98

CPA Practice

MARCH 6, 2023

The partners and employees of Daszkal Bolton have joined the advisory, assurance and tax firm CohnReznick , a leading advisory, assurance, and tax firm, effective March 1, 2023. Daszkal Bolton is a regional South Florida accounting, tax, and advisory firm.

Florida 59

Florida Massachusetts cpa firm CPA 59

CPA Practice

JANUARY 2, 2024

Founded in 1968, PKF Mueller has offices in Elgin, Chicago and Orland Park, Illinois, as well as an office in Sarasota, Florida. The acquisition strengthens Cherry Bekaert’s reach in the Illinois market, supporting the Firm’s strategic growth plans.

Illinois 114

Illinois E-commerce Pharmaceutical Real Estate 114

Going Concern

NOVEMBER 1, 2024

joins forces with Forvis Mazars in Florida [ Forvis Mazars ] Forvis Mazars is expanding its presence in Florida with the addition of MSL, P.A., MSL has a 50-year legacy of building deep relationships with its clients across Florida. Earlier : Jay-Z Has 99 Problems But BDO Ain’t One MSL, P.A. effective November 1.

audit 52

audit Florida auditor accounting firms 52

Canopy Accounting

JULY 3, 2024

Profile Alpine Mar CPA and Advisors , founded by Pablo Martell , is a full-service CPA firm based in South Florida. The firm provides comprehensive tax services, accounting and bookkeeping, fractional CFO services, and transaction advisory services.

CPA 52

CPA Florida cpa firm bookkeeping 52

CPA Practice

JUNE 3, 2024

Top 100 accounting firm Rea & Associates has merged in Sarasota, FL-based CPA firm Koontz & Parkin, effective June 1. Koontz & Parkin and Rea & Associates will be one firm under the Rea name, continuing to operate out of the Koontz & Parkin office in Sarasota, in addition to Rea’s Ohio offices.

Florida 52

Florida Ohio Real Estate tax preparation 52

CPA Practice

NOVEMBER 1, 2023

Top 60 accounting firm Doeren Mayhew said on Wednesday it has acquired Michael Sorrentino’s practice of Button Eddy & Sorrentino, a CPA firm based in Farmington Hills, MI. million during its most recent fiscal year, has eight offices in four states: Florida, Michigan, North Carolina, and Texas.

Michigan 52

Michigan CPA North Carolina Florida 52

CPA Practice

MAY 6, 2024

The accounting and advisory firm Marcum LLP has acquired Croskey Lanni, PC, a notable Detroit, Michigan area-based firm with an office in Boca Raton, Florida. Croskey Lanni’s Florida team will also bolster Marcum’s operations in the state.

Michigan 64

Michigan accounting firms Florida accountant 64

CPA Practice

MARCH 5, 2024

Top 100 accounting firm HHM CPAs has expanded outside of Tennessee after merging in Pensacola, FL-based CPA firm Bizzell, Neff & Galloway on March 1.

cpas 52

cpas Florida Tennessee tax consultant 52

CPA Practice

SEPTEMBER 25, 2023

Boston, Massachusetts Zachary Smargon, CPA, MSA, of South Boston, MA, has been promoted to Manager in the assurance practice. Woburn, Massachusetts Amanda Auriemma, CPA, of Wakefield, MA, has been promoted to Manager in the assurance practice. Shaun Cote , CPA, of Nottingham, NH, has been promoted to Senior Manager in the tax practice.

New Hampshire 105

New Hampshire Massachusetts CPA Maine 105

CPA Practice

JUNE 10, 2024

The Public Company Accounting Oversight Board (PCAOB) doled out $150,000 worth of total fines to a Plantation, FL-based CPA firm on June 10 for violations related to quality control, auditing failures, and missing Form AP deadlines.

audit 52

audit cpas Florida auditor 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

MAY 31, 2023

“With their leadership, I look forward to our continued journey creating the advisory CPA firm of the future, today.” Ackerman, CPA Assurance – Real Estate and Construction (Washington, D.C.) Badani, CPA Assurance – Financial Services (Irvine, California) Ashley R. Maguire, JD, CPA Tax (Tampa, Florida) Shabinaaz F.

Real Estate 52

Real Estate Wisconsin Pennsylvania Illinois 52

Going Concern

FEBRUARY 9, 2024

However, the professional services firm refused, after claiming the report contained privileged and confidential information. M&A Citrin Cooperman Increases Florida Presence with Acquisition of Keefe McCullough [ INSIDE Public Accounting ] New York-based IPA 100 firm Citrin Cooperman (FY22 net revenue of $432.4

Technology 104

Technology Colorado audit cpa firm 104

CPA Practice

SEPTEMBER 6, 2023

The ITA Board works collaboratively with new ITA President, Geni Whitehouse, CPA and Lissa Johnsen, ITA Vice President. “As Petersburg, Florida from November 5-7. ITA members will next convene at the 2023 Fall Collaborative in St. More information is available at [link].

Florida 52

Florida cpa firm CPA Education 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

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

RitaKeller

FEBRUARY 15, 2021

But you may be surprised by the fact that virtually the entire South American continent is east of Florida. How does all this relate to managing your CPA firm? I believe there are many misconceptions flourishing inside accounting firms. After all, it’s not called Southeast America.

cpas 45

cpas Florida cpa firm Education 45

CPA Practice

FEBRUARY 19, 2024

a Top 60 independent Certified Public Accounting (CPA) firm has expanded the leadership team in its Tax Advisory practice through the addition of several new hires. Heidel graduated from Florida State University with a Bachelors in Accounting and Finance and received her Master’s from Wake Forest University.

New Hampshire 64

New Hampshire audit accounting and finance Non-Profits 64

CPA Practice

OCTOBER 15, 2024

Along came the devastation of Hurricane Helene and the appropriate extensions granted in seven jurisdictions, including the entire states of Alabama, Georgia, North Carolina, and South Carolina, plus parts of Florida, Tennessee, and Virginia. Batch Extensions from HubSync : Helps CPA firms prepare extensions in bulk.

South Carolina 52

South Carolina North Carolina Florida tax return 52

CPA Practice

NOVEMBER 18, 2024

“CRI is the only top 25 firm in the country to grow from a startup to $500 million in a little over 25 years, making it the country’s fastest-growing first-generation firm. Carr, Riggs & Ingram LLC, an independent licensed CPA firm, will provide assurance, attest, and audit services.

forensic accounting 52

forensic accounting audit Healthcare Alabama 52

CPA Practice

FEBRUARY 1, 2024

a Top 60 independent Certified Public Accounting (CPA) firm has expanded the leadership team in its Tax Advisory practice through the addition of several new hires. Heidel graduated from Florida State University with a Bachelors in Accounting and Finance and received her Master’s from Wake Forest University.

New Hampshire 52

New Hampshire audit accounting and finance Non-Profits 52

Going Concern

AUGUST 19, 2024

The politically sensitive paper, based on three years of interviews with audit firm staff, was completed by Ally Zimmerman and three other researchers while Zimmerman was in a one-year fellowship at the SEC last year. Zimmerman, an associate professor at Florida State University, finished the fellowship in July.

audit 59

audit accountant accounted Account 59

Basis 365

AUGUST 21, 2024

Recently, the Florida Department of Law Enforcement (FDLE) arrested a Wauchula man for allegedly defrauding his employer, a school, of over $50,000. Financial Statement Audit: Most audits by CPA firms are initiated by a third party, likely a bank or government requirement. According to the complaint, ".Gray,

accounts payable 59

accounts payable audit Approval Workflows bookkeeping 59

CPA Practice

JANUARY 12, 2024

Randy Johnston and Brian Tankersley, CPA, discuss technologies presented at the the 2023 Thomson Reuters Synergy user conference. Intro: Welcome to the technology lab presented by CPA Practice Advisor with your hosts, Randy Johnston and Brian Tankersley. Use the podcast player below to listen. SPEAKERS Randy Johnston, Brian F.

Technology 40

Technology accounted accountant Account 40

Going Concern

NOVEMBER 8, 2024

“Our team will continue to grow as we strengthen our South Florida operations,” he added. .” “Our team will continue to grow as we strengthen our South Florida operations,” he added. We’re still getting a lot of recruits who are remote and coming from the big firms who are just burnt out.

Florida 98

Florida Mississippi audit auditor 98

CPA Practice

JULY 8, 2024

AICPA News is a collection of recent announcements from the American Institute of CPAs and the Chartered Institute of Management Accountants. AICPA Recognizes Six Individuals with 2024 Outstanding Young CPA Award The AICPA & CIMA recently recognized six practicing CPAs under the age of 40 with the 2024 AICPA Outstanding Young CPA Award.

cpas 122

cpas North Carolina Illinois Texas 122

Anders CPA

DECEMBER 7, 2023

In this podcast episode from the Summit Virtual CFO by Anders Modern CPA Success Show , Tom Wadelton and guest co-host John Scott , Virtual CFO and legal industry leader, are joined by Terrell Turner , CEO of the TLTurner Group, to discuss the importance for non-finance professionals to understand financial metrics, specifically law firms.

Finance 52

Finance accounting and finance Start-ups Non-Profits 52

Going Concern

JUNE 14, 2022

You Big 4 types (and anyone at a CPA firm for that matter) go through your personal hell on a seasonal (or maybe a constant) basis so there’s probably a direct correlation with your usage and the time of year. It’s no surprise. Come hell or high water. Come dependancy [sic.

accounting firms 105

accounting firms accountant accounted Account 105

Going Concern

OCTOBER 1, 2022

Rehmann, a Top 40 Firm based in Troy, Michigan, is continuing to expand its footprint in Florida by adding Vestal & Wiler, a firm based in Orlando, effective Nov. What is important to remember is that all public accounting firms are not the same. Rehmann merges in Vestal & Wiler [ Accounting Today ].

Non-Profits 98

Non-Profits audit auditor public accounting 98

Going Concern

JANUARY 29, 2024

NYSSCPA CEO Calvin Harris, CPA said in a column for CPA Journal : But the winds of change have long been upon us. This is part of why New York Governor Kathy Hochul’s recent signing of “non-CPA ownership” into law is such a big deal. More on the New York non-CPA ownership bill. Let’s read a little bit.

auditor 52

auditor cpa firm accounted accountant 52

Going Concern

AUGUST 22, 2022

CPA firms, women comprised 49% of these hires in 2020. Harris and her co-authors, Elizabeth Almer of Portland State University as well as Julia Higgs and Joe Rakestraw of Florida Atlantic University, analyzed more than 1500 audit engagements from 2017 Federal Audit Clearinghouse data for the seven largest public accounting firms.

audit 52

audit public accounting accounting and finance Florida 52

Going Concern

AUGUST 26, 2022

And the rules of partnership can often slow decision-making and prevent firms from taking risks and nimbly meeting challenges. CPAs spill the beans [ CPA Canada ] Three accountants share their experience being back at the office. Firm M&A. Is the hybrid work model working? Did y’all get yours???

CPA 98

CPA cpas audit cpa firm 98

Going Concern

NOVEMBER 27, 2023

note: the following was submitted as a letter to the editor by William Hahn, CPA (Florida and Ohio). One CPA candidate is able to meet the 150-hour requirement by using dual enrollment credits earned five years ago while still in high school. One CPA candidate might take this online course while another takes the 15-week course.

Florida 115

Florida CPA South Carolina Education 115

Going Concern

JANUARY 31, 2025

Latest Goldstein Lieberman acquisition boosts CPA firm into nations top 1% [ NJBIZ ] Um that’s some iffy math there considering no one has heard of either of these firms and they don’t rank on the IPA 500. One of the regions largest CPA firms is getting bigger, following Goldstein Lieberman & Co.

cpa firm 52

cpa firm Arizona auditor audit 52

Going Concern

DECEMBER 9, 2022

Firm Watch. Grant Thornton merges two Orlando offices as firm continues to grow in Florida [ Grant Thornton ]. A DYNAMIC office change for Grant Thornton’s CHOSEN MARKETS in Florida. Grant Thornton LLP will merge its two locations in Orlando, Florida. BDO currently employs 500 people in Ireland.

CPA 98

CPA Florida auditor audit 98