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August 7, 2019 

5 Process Trends Impacting Your Firm

Technology continues to be the accelerator in the transformation of the accounting profession. To implement new technology and leverage existing technology, your processes need to be optimized and improved.

Arianna Campbell

succession-planning

August 7, 2019 

Succession Planning for Small Accounting Firms

Clients of small firms are traditionally very partner-loyal, not firm-loyal. For this reason, it takes additional time to transition clients to the successor firm. If you are one-to-five years away from retiring, a Two Stage Deal may be for you.

Withum_ATA_Logo_1_.5908777fd216f[1]

August 5, 2019 

RBF Joins Its Accounting Practice with Withum

Combined, Withum and RBF serve a wide range of industries. These include construction, technology, financial and investment, healthcare, law and professional, labor organization, hospitality, life sciences, employee benefits, not-for-profit, ...

blum shapiro logo

August 5, 2019 

blumshapiro Acquires Massachusetts Accounting Firm Cowan Bolduc Doherty

The accounting firm blumshapiro has acquired Cowan Bolduc Doherty (CBD) of North Andover, MA. The merger becomes official on August 1, 2019. blumshapiro is the largest accounting, tax and business advisory firm based in New England. blumshapiro has been growing significantly in the Massachusetts area over the last 5 years and this combination with CBD...…

Marcum

August 5, 2019 

Marcum Acquires Miami-Based OGH CPAs

OGH was a full-service CPA firm offering assurance, tax and accounting, consulting, and property management services to clients in 10 industry sectors.

wipfli

August 1, 2019 

Wipfli Acquires Accounting Firm Patke & Associates

As part of this transaction, 12 professionals from Patke & Associates will join more than 2,300 professionals at Wipfli (including approximately 250 in Chicagoland). Moving forward, the firm will do business as Wipfli.

feedback_rating_experience_pixabay_Tumisu_-1977986_960_720

July 31, 2019 

How to Upgrade Your Client Experience Game Plan

Accounting and bookkeeping are clearly much more complex jobs than making a cup of coffee, but that doesn’t mean that clients’ expectations about getting exactly what they want out of your services are much different.

 Tennessee Accounting Firms Whitlock and IOB Merge

July 31, 2019 

Tennessee Accounting Firms Whitlock and IOB Merge

Both firms, which work on behalf of individuals and businesses in Blount, Knox and Sevier counties, began their professional practices under their respective names in 1996. For each firm, growth over the years has been predominantly internal, stemming ...

 BDO Acquires Restructuring and PE Value Creation Firm

July 30, 2019 

BDO Acquires Restructuring and PE Value Creation Firm

With the addition of LM+Co, BDO expands its suite of event driven business advisory services to support clients throughout their corporate lifecycle. BDO’s corporate and deal advisory services include supporting clients with mergers and acquisition ...

Armanino_logo_2019_.5579e62a0af8d

July 29, 2019 

Accounting Firm Armanino Opens Denver Office

The distribution, manufacturing and technology sectors combine to make up nearly half the region’s GNP, while its cannabis industry is expected to grow 32% in the next four years. Add in that Colorado’s booming startup activity is ranked fifth in the ...