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.

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cpa firm CPA Utah Texas 52

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.

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TaxConnex

AUGUST 15, 2023

Texas will no longer collect sales tax on essential baby products like diapers and wipes, as well as menstrual products, starting Sept. The failure to file was based on the advice of a CPA employed by the taxpayer, who subsequently hired a new CPA firm and began correctly filing state returns for both sales tax and corporate income tax.

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CPA Practice

JANUARY 2, 2024

MaloneBailey, LLP Welcomes Howie Tang, New Audit Partner MaloneBailey, LLP, a global, mid-market, public accounting firm based in Houston, Texas, recently announced that Howie Tang, CPA has joined the firm as an Audit Partner.

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Illinois E-commerce Pharmaceutical Real Estate 114

Going Concern

FEBRUARY 23, 2024

Sadly, I had to argue with them over their own language in black and white on how… — Eric Pierre, CPA (@yourfavecpa) February 22, 2024 Deloitte’s Adam Powick wrestles with the complaints of former staff and directors about the pressure to perform in a gruelling corporate culture. in last 12 months. appeared first on Going Concern.

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Going Concern

AUGUST 28, 2024

Mackel $328,276,610 Whitley Penn / Fort Worth, Texas Larry G. Earlier: The Biggest Accounting Firms in the US Whip It Out and Compare Size in This Much Anticipated List The post These Are the ‘Best of the Best’ Accounting Firms (Allegedly) appeared first on Going Concern.

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Going Concern

OCTOBER 14, 2024

Land an internship at a prestigious accounting firm. Fast forward to her sitting for the CPA exam 10 times and failing 9 while still in grad school… I had a glaring red flag in front of me that I was in the wrong profession, and yet, I clung to my career in accounting because it was a part of the plan. Bring in the CPAs!

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Account accountant accounted audit 59

Going Concern

APRIL 4, 2025

CPA Firm Ciuni & Panichi Files Official Notice of Data Breach [ JD Supra ] On April 1, 2025, Ciuni & Panichi, Inc. filed a notice of data breach with the Attorney General of Texas after discovering that an unauthorized party had gained access to confidential information in the companys possession.

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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.

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Michigan CPA North Carolina Florida 52

CPA Practice

JULY 31, 2023

He is a licensed CPA and a member of ACG San Francisco. Li Joins CohnReznick as Tax Partner CohnReznick LLP, one of the leading advisory, assurance, and tax firms in the United States, recently announced that Angel Li has joined the firm as a partner in its Tax practice. She is a licensed CPA.

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CPA Practice

SEPTEMBER 25, 2023

Texas, USA – TAGLaw); Wendy On of Fineman West & Co. 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.

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New Hampshire Massachusetts CPA Maine 105

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.

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CPA Practice

OCTOBER 4, 2023

The Bonadio Group, a top 50 accounting firm based in Pittsford, NY, is merging in a top 400 CPA firm—Dallas-based Howard LLP. Wexler, who helped open Bonadio Group’s first Dallas office in 2018, will refocus his efforts on business development and client service to support continued strategic growth in Texas, the firm said.

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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.

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CPA Practice

FEBRUARY 28, 2023

“The Accelerator program has been instrumental in helping us stay ahead of emerging trends while connecting CPA firms with leading-edge solutions uniquely tailored to meet the evolving needs of the profession.”

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E-commerce Technology Texas accounting and finance 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.

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Going Concern

MARCH 17, 2023

Restoring Exam credits expired during COVID would help address CPA shortage [ AICPA ] The accounting profession is confronted with a talent shortage, and reinstating CPA exam credits that have expired since January 1, 2020, could have an immediate impact on our CPA pipeline.

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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?

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Rhode Island West Virginia South Dakota North Dakota 52

Xero

OCTOBER 4, 2022

This is the #human glue that fuels our community and I couldn’t be more proud to share the story of one of our Xero ambassadors and long-time partners, Gustavo Suarez, founder and CEO of JPG and his small business client Ramon Soriano, owner of La Calle Tacos , which opened in Houston, Texas in 2016.

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CPA Practice

MARCH 27, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss the 2024 CPA Practice Advisor Thought Leader Symposium , which was held in Dallas in February. Tankersley, CPA.CITP, CGMA 00:00 Welcome to the accounting Technology Lab sponsored by CPA practice advisor. With your hosts, Randy Johnston, and Brian Tankersley.

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Technology Account accountant accounted 59

Anders CPA

DECEMBER 11, 2023

In this podcast episode from the Summit Virtual CFO by Anders Modern CPA Success Show , Tom Wadelton is joined by colleagues, Christy Buchanan and Guillermo Rodriguez , as they discuss the cannabis industry as a niche for accounting firms. Welcome to this episode of the Modern CPA Success Show. So be listening for that.

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Anders CPA

MARCH 22, 2024

But listening through your podcast, it sounds like you’ve had some conversations on all the, you know, there’s so many, so much more to cannabis, like here in Texas. I don’t think you have a medical program at Texas way behind. And most CPA firms are growing from the consulting side more than anything.

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Non-Profits Texas Retail CPA 52

Going Concern

SEPTEMBER 15, 2023

Sioux Falls CPA firm marks century in business [ SiouxFalls.Business ] The fourth-generation Sioux Falls firm Nelson & Nelson CPAs celebrates 100 years in business, providing tax, accounting, payroll and bookkeeping services. noted in a 2017 CPA Journal article. noted in a 2017 CPA Journal article.

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Colorado audit CPA Texas 111

Anders CPA

DECEMBER 1, 2023

Are you curious about the ins and outs of the cannabis industry and how your firm can offer services? In this podcast episode from the Summit Virtual CFO by Anders Modern CPA Success Show , Tom Wadelton and Jody Grunden interview one of their own, Guillermo Rodriguez , Virtual CFO and Cannabis Industry leader for Summit Virtual CFO by Anders.

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Start-ups Legal Non-Profits Texas 52

Going Concern

NOVEMBER 11, 2022

It’s just a tough subject area, and you need a fifth year of college education to qualify to sit for the CPA exam. Weaver and PRM have had a strong working relationship for many years, and we could not be more pleased to have their firm join Weaver,” said John Mackel, Weaver CEO and Managing Partner. Accounting is difficult,” he says.

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CPA Practice

DECEMBER 14, 2023

Johnny Welborn, Texas Elite 25 Teresa Barton, Utah Jeri Beckham, Texas Frank Calise, Ariz. Terri Henson, Texas Bibiano Lopez, Ga. Texas David Roy, Conn. Keith Robertson, Texas Pearl Sibadan, N.Y. Johnny Welborn, Texas Denise Zaharoff, Ga. Jeri Beckham, Texas Joan Bengford, Iowa Velma Bjorgum, N.D.

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RogerRossmeisl

DECEMBER 6, 2024

In a groundbreaking decision, a federal district court in Texas has issued a nationwide preliminary injunction that blocks the enforcement of the beneficial ownership reporting requirements under the Corporate Transparency Act (CTA). This ruling comes from the case Texas Top Cop Shop v. Garland (December 3, 2024, U.S. 4:24-CV-478).

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Texas CPA cpa firm business tax 264

RogerRossmeisl

DECEMBER 24, 2024

District Judge Amos Mazzant in Sherman, Texas. Appeals Court Reinstates Beneficial Ownership Information Reporting Requirement appeared first on Roger Rossmeisl, CPA. On Monday, a three-judge panel from the 5th U.S. Circuit Court of Appeals in New Orleans overturned a nationwide injunction set by U.S. The post U.S.

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RogerRossmeisl

DECEMBER 27, 2024

This legal back-and-forth began with a Texas federal district court’s injunction on December 3, The post BOI Reporting Requirements Paused Again as of 12/27/2024 appeared first on Roger Rossmeisl, CPA.

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RogerRossmeisl

FEBRUARY 20, 2025

District Court for the Eastern District of Texas, which lifted a preliminary injunction in the case of Smith, et al. The post FinCEN Reinstates Beneficial Ownership Reporting Mandate with New March 21, 2025 Deadline appeared first on Roger Rossmeisl, CPA. In a major development for U.S. Department of the Treasury, et al.

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RogerRossmeisl

FEBRUARY 7, 2025

District Court for the Eastern District of Texas issued a preliminary injunction in the case Smith v. The post Update on BOI Reporting from FinCEN 02-06-25 Alert appeared first on Roger Rossmeisl, CPA. Department of the Treasury, halting the enforcement of the CTA’s beneficial ownership information (BOI) reporting requirements.

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Going Concern

MARCH 22, 2023

After a frantic search, the Trump Organization settled on the firm of Whitley Penn, LLP (“Whitley Penn”) based out of Fort Worth, Texas to perform audit services, compilation services and tax preparation services, including the preparation of an SOFC for the year 2021. Let’s see what her beef is. ” SO.

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New York South Carolina Texas CPA 122

Going Concern

JANUARY 10, 2025

District Court for the Southern District of Texas challenging the unconstitutional investigative processes of the Public Company Accounting Oversight Board (PCAOB). The firm acquired Bloomfield Hills-based Berger, Ghersi and LaDuke PLC in July, and is relocating employees from that office and its Auburn Hills location to a new office in Troy.

New York 52

New York CPA Washington audit 52

Going Concern

AUGUST 4, 2023

Practice How one small firm drastically cut its busy-season hours [ Journal of Accountancy podcast ] Johanna Sweaney Salt, CPA, CGMA, used to work 100 hours a week during busy season. Today, Johanna remains a full-time partner at the firm, and her son, Dalton Sweaney, CPA, is now the managing partner.

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