Mergers and Acquisitions June 2, 2026
Aprio Acquires Isdaner & Co. in Pennsylvania
The Atlanta-based top 25 firm has acquired Isdaner & Co., a full-service accounting and advisory firm based in Bala Cynwyd, PA, effective June 1.
October 28, 2022
Jacki Jacox, CPA, MPA – 2022 “40 Under 40” Honoree
Jacki Jacox, CPA, MPA – 2022 40 Under 40 Honoree Director of Healthcare Consulting and Financial AdvisoryMazars USA LLPhttps://www.mazars.us LinkedIn: https://www.linkedin.com/in/jacoxcpa Jacki Jacox is a CPA and Director of Healthcare Consulting and Financial Advisory. She is an innovative thought leader with more than 12 years of experience at mid-sized and Big 4 public accounting firms,...…
October 28, 2022
Michael Eckstein, EA – 2022 “40 Under 40” Honoree
Michael Eckstein, EA – 2022 40 Under 40 Honoree OwnerResting Business Face / Eckstein Tax Serviceshttps://restingbusihttps://restingbusinessface.com/nessface.com Building my practice- Like many other small firm owners, I started my practice as a side hustle. It was just an experiment to see what would happen. Now, I’ve grown to be one of the top-rated solo firms in...…
October 28, 2022
David Cristello – 2022 “20 Under 40” Top Influencer
David Cristello – 2022 20 Under 40 Top Influencer Founder and CEOJetpack Workflowhttps://jetpackworkflow.com/ David Cristello is a game-changer, ushering new ideas into accounting, a profession that’s been around for thousands of years. He’s an innovator, leading the development of Jetpack Workflow, an award-winning workflow software for accounting and bookkeeping firms. As a non-technical founder, David...…
October 27, 2022
Kalil Merhib – 2022 “20 Under 40” Top Influencer
Kalil Merhib – 2022 20 Under 40 Top Influencer VP, Growth & Professional ServicesCPA.comwww.cpa.com Transformation & change management enthusiast CAS thought leader Led the launch of CPA.com’s RIVIO clearinghouse Helping lead the launch of the AICPA Dynamic Audit Solution Recognized as a “20 under 40 Superstar” Kalil is the leader of CPA.com’s sales organization, and...…
Taxes October 27, 2022
IRS Gets Jumpstart on Hiring for Next Tax-Filing Season
The IRS has hired 4,000 new customer service reps to answer phones and provide other services, with more on the way.
October 27, 2022
Matthew Martin, CPA – 2022 “40 Under 40” Honoree
Matthew Martin, CPA – 2022 40 Under 40 Top Honoree Director, Cannabis Advisory ServicesCitrin Coopermanwww.citrincooperman.org I have over fifteen years of professional tax and accounting experience, including tax planning and compliance, financial management, and technology. Over the past eight years, I focused on clients in the cannabis industry, assisting them with navigating the maze of...…
October 27, 2022
Sarah York, EA – 2022 “20 Under 40” Top Influencer
Sarah York, EA – 2022 20 Under 40 Top Influencer Staff WriterKeeperwww.keepertax.com Sarah worked in public accounting for 8 years. She began her career in California as a staff accountant and associate advisor for an accounting and financial planning firm. She earned her Enrolled Agent license in 2016 and later moved to Oklahoma, where she...…
October 27, 2022
Carl Mayes, CPA, CAE – 2022 “40 Under 40” Honoree
Carl Mayes, CPA, CAE – 2022 40 Under 40 Honoree Senior Director – Audit & Accounting QualityAssociation of International Certified Professional Accountantswww.aicpa.org After starting out as an auditor in public accounting, I’ve spent the past 12 years serving the profession at the AICPA. I’ve led the Enhancing Audit Quality (EAQ) initiative since its inception, driving...…
October 27, 2022
Dr. Sean Stein Smith, Ph.D, CPA, CMA, CFE, CGMA – 2022 “40 Under 40” Honoree
Dr. Sean Stein Smith, Ph.D, CPA, CMA, CFE, CGMA – 2022 40 Under 40 Honoree Assistant ProfessorCity University of New York (Lehman College)www.lehman.cuny.edu Sean is an assistant professor at the City University of New York – Lehman College. He serves on the Advisory Board of the Wall Street Blockchain Alliance, where he chairs the Accounting...…
October 27, 2022
Joshua Lance, CPA, CGMA – 2022 “40 Under 40” Honoree
Joshua Lance, CPA, CGMA – 2022 40 Under 40 Honoree Managing DirectorLance CPA Groupwww.LanceCPA.com Joshua Lance is the founder and Managing Director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies. Before venturing on his own with a mission to help small...…
Accounting October 27, 2022
Which Accounting Firms Have the Best Intern Programs?
Firsthand just released Vault’s ranking of the top 25 internship programs in the accounting profession for 2023.