Firm Management

November 9, 2021 

The accounting and consulting firms of Stuedle, Spears, & Company PSC (Louisville) and Blue & Co., LLC have announced their partial acquisition, effective January 1, 2022.

November 9, 2021 

The CPA firm Baker Tilly US, LLP (Baker Tilly) will acquire California-based The Compliance Group (TCG), a one-stop-shop for mortgage lenders requiring regulatory compliance and seeking risk management. The combination will be effective Dec. 6, 2021. Financial institutions and independent mortgage bankers continue to shift their focus toward the modern borrower experience, defined by digitization...…

Isaac M. O'Bannon

November 8, 2021 

The tax and accounting industry is always evolving. Over the last year and a half in particular, there have been major changes in how the industry approaches advisory services, technology, culture, recruiting, and more. The accounting industry is going...

November 4, 2021 

Top 25 nationally ranked CPA and advisory firm Carr, Riggs & Ingram, LLC (CRI) has increased its investment in the city of Atlanta by merging in local firm, Brooks, McGinnis & Company, LLC.

November 4, 2021 

Introducing advisory services to your clients is a great way to give curated advice specifically designed for them, and help them reach their goals. But first, you have to learn where each client stands. Do they want to survive the way they are going ...

November 4, 2021 

Thirteen markets are fueling the bulk of growth in the U.S. life sciences industry. Baker Tilly’s robust life sciences practice has a strong presence in 10 of those 13, with Boston-Cambridge as the No. 1 life sciences cluster in the country.

November 4, 2021 

Staffing challenges, compliance obligations, technology advances and world events are changing the way tax professionals work. The in-depth guide offers testimonials and coaching tips from Intuit Tax Council Members who have made the move towards ...

Isaac M. O'Bannon

November 3, 2021 

OLC provides business management and tax services to the who’s who of young Hollywood entertainers. Initially, they will retain their Beverly Hills location, marking the fifth Southern California outpost for Citrin Cooperman.

November 3, 2021 

PathQuest Solutions has launched a new accounting automation ecosystem this week at Scaling New Heights 2021; integrating its PathQuest SCALE and PathQuest BI solutions to help accountants simplify their practices, scale their business and build ...

November 3, 2021 

From the November 2021 Issue. Technology changes constantly. We must make decisions about what works for our clients, our firms, and ourselves. Additionally, we must make the effort and take the time to update our skills on products we use regularly and on solutions that we should consider for our practices. This education is beyond...…

Randy Johnston

November 2, 2021 

Effective November 1, 2021, BA, Inc. (formerly Burke & Associates CPAs, Inc.) and Flynn Accounting Solutions have joined forces!  For the past 20 years, both firms have shared a common mission to proactively help small and medium size businesses thrive. The firm’s combined operations in Rockland and Woburn, MA, will provide greater geographic coverage and...…

November 2, 2021 

One of the many ways to build a diverse accounting profession and work toward increasing the number of Black CPAs is to recognize and create awareness of the numerous Black CPAs who are making a difference. Among those are young leaders who inspire ...