Mergers and Acquisitions January 7, 2025
SD Mayer Merges in Bogdan & Frasco in California
The San Francisco-based top 400 accounting firm has combined with Bogdan & Frasco, a boutique accounting firm also based in the "City by the Bay."
Firm Management January 7, 2025
Moss Adams Promotes 10 to Partner
The top 15 accounting firm announced Jan. 6 the addition of 10 new partners across multiple practices, with solutions related to tax and assurance.
Technology January 7, 2025
Caseware Acquires SaaS Solutions Provider LeaseJava
This is Caseware’s eighth acquisition since Hg Capital acquired majority ownership of the Toronto-based company in late 2020.
Technology January 6, 2025
Taxfyle to Debut AI Tax Assistant in January
The on-demand accounting platform is set to launch its new AI customer assistant, Luis, on Jan. 31, which Taxfyle says will serve as a bridge during the customer journey to make their tax filing experience easier and quicker.
Accounting Standards January 6, 2025
FASB Clarifies Interim Effective Date of New Disaggregation Standard for Some Companies
The Accounting Standards Update clears up confusion on the interim effective date of FASB's new disaggregation of income statement expenses standard for public business entities that don't have an annual reporting period ending on Dec. 31.
Mergers and Acquisitions January 6, 2025
Aprio Enters Baltimore Market By Combining With Nardone, Pridgeon & Co.
The Atlanta-based top 30 accounting firm continues to make moves since obtaining private equity backing last summer, this time merging with Timonium, MD-based CPA firm Nardone, Pridgeon & Co.
Mergers and Acquisitions January 6, 2025
UHY Merges in Tama, Budaj & Raab, Botz Deal & Co.
The top 30 accounting firm is expanding its presence in its home state of Michigan, as well as in Missouri, by combining with two CPA firms, Tama, Budaj & Raab and Botz Deal & Co., effective Jan. 1.
Mergers and Acquisitions January 6, 2025
Yeo & Yeo Launches HR Advisory Solutions Business After Acquisition
The top 200 accounting firm has acquired Amy Cell Talent, a provider of human resources services, and rebranded it Yeo & Yeo HR Advisory Solutions, with Amy Cell assuming the role of president.
Accounting January 3, 2025
Man Who Carried Out Deadly New Orleans Terrorist Attack Worked at Deloitte
Shamsud-Din Jabbar joined the Big Four firm in 2021, according to a statement from Deloitte, and was working as a senior solution specialist. He also had previously worked at EY after his service in the U.S. Army concluded.
Accounting Standards January 3, 2025
FASB Seeks Input on Future Standard-Setting Agenda Priorities
The Financial Accounting Standards Board published an invitation to comment on Jan. 3 that gives stakeholders the opportunity to provide feedback on the board's future standard-setting agenda.
Auditing January 3, 2025
SEC Approves New PCAOB Procedure That Revokes Delinquent Firms’ Registrations
Under the new rules, the PCAOB can address situations in which a registered firm has ceased to exist, is nonoperational, or no longer wishes to remain registered, as demonstrated by its failures to file annual reports via PCAOB Form 2 and pay annual fees for at least two consecutive reporting years.
Mergers and Acquisitions January 3, 2025
Aprio Acquires Two Chicago-Area Accounting Firms
The top 30 accounting firm has expanded into the Chicago market after acquiring CPA firm KRD Ltd., which has offices in Chicago and Schaumburg, IL, as well as Burkett & Beattie, a CPA firm based in Libertyville, IL.
Contributors
Amy Vetter
CPA, CITP, CGMA
Becky Livingston
Accounting & AI Marketing Consultant
Brian Tankersley
CPA, CITP, CGMA
Garrett Wagner
CPA, CITP, CEO and Founder of C3 Evolution Group
Jim Boomer
CPA, CITP, CEO
Ken Berry, JD
CPA Practice Advisor Tax Correspondent
Kristy Short, Ed.D.
Accounting Content Specialist
Mary Girsch-Bock
Contributing Writer
Randy Johnston
MCS, MCP
Roman Kepczyk
CPA, CITP, CGMA
