Deferred Announces Strategic Acquisition of Plenti Financial, Enhancing 1031 Exchange Services

Deferred Announces Strategic Acquisition of Plenti Financial, Enhancing 1031 Exchange Services

Deferred.com, a financial technology platform specializing in 1031 exchange services, today announced its acquisition of Plenti Financial (formerly operating as 1031 Exchange Advantage), a trusted provider of Qualified Intermediary services for over 20 years. This acquisition marks a pivotal moment... - October 21, 2024 - Deferred Inc

Paige Otos, CPA Joins Lanigan Ryan

Lanigan Ryan is pleased to announce the addition of Paige Otos, CPA, as a new manager in our growing tax department. Paige brings over two decades of experience in tax planning, consulting, tax compliance, and auditing. Her journey in accounting began in high school, which sparked a passion that... - September 05, 2024 - Lanigan Ryan, P.C.

Robert Schaublin-Yanes Announces the Launch of "A Daily Dose of Hope: Inspirational Quotes for the Grieving Soul," a 200-Day Journey Towards Healing

Robert Schaublin-Yanes Announces the Launch of "A Daily Dose of Hope: Inspirational Quotes for the Grieving Soul," a 200-Day Journey Towards Healing

"A Daily Dose of Hope" is thoughtfully curated to be more than just a collection of quotes; it is a beacon of light for those in need of hope. Each day, readers will encounter a new quote accompanied by a reflection that speaks to the universal experience of loss and the gradual path towards healing. - August 30, 2024 - R. Schaublin & Associates

R. Schaublin & Associates Lands in the Bay Area, Bringing Next-Level Bookkeeping to Startups and Entrepreneurs

R. Schaublin & Associates, a leading bookkeeping firm established in 2010, has announced its expansion into the San Francisco Bay Area. Known for its expertise in payroll, tax preparation, and financial analysis, the firm aims to support local startups and businesses with tailored financial solutions. Founder Robert Schaublin emphasizes the firm's commitment to helping clients streamline operations and make data-driven decisions in the dynamic Bay Area business environment. - August 15, 2024 - R. Schaublin & Associates

Lanigan Ryan Promotes Team Members

Lanigan Ryan is proud to announce the promotion of several outstanding team members. Jason Patten, CPA and Allison Shin, CPA have been promoted to Director. Both have demonstrated exemplary leadership, execution, and strategic vision. Their promotions reflect their increasing and pivotal roles in... - August 08, 2024 - Lanigan Ryan, P.C.

Introducing Servizo Strategies: a Premier Small and Medium Enterprise Professional Services Consulting Firm

Today marks the official launch of Servizo Strategies, a dynamic consulting firm dedicated to providing tailored professional services to small and medium-sized enterprises (SMEs) worldwide. - April 12, 2024 - Servizo Strategies

H L Hirsch & Company is Now Smith, Hirsch & Company – Celebrating the Retirement of Howard L Hirsh

Howard L Hirsch formally announces his retirement and is leaving his more than twenty years of practice with H.L. Hisrch & Company to the newly formed Smith, Hirsch & Company. Lenford Smith brings over 30 years of experience representing clients. In addition to tax preparation and filing, the team will offer clients additional services including tax resolution, estate planning, and business advisory services. - February 24, 2024 - Smith, Hirsch, & Company

DSB Rock Island Announces New Partner

DSB Rock Island Announces New Partner

Justin Spinler, CPA, promoted to Partner, Tax at DSB Rock Island, a top-rated public accounting firm located in the Twin Cities. - February 15, 2024 - DSB Rock Island | Business + Wealth Management Partners

Brian Pollack Named a 2024 Washingtonian Top Financial Adviser

Lanigan Ryan is proud to announce that Partner Brian Pollack, CPA has been named as a 2024 Top Financial Adviser by the Washingtonian. Every year, the Washingtonian sends out surveys to hundreds of local professionals in the financial industry asking them questions about who they would trust with... - January 20, 2024 - Lanigan Ryan, P.C.

Forensic Accounting Firm Announces Clint Davis as New Shareholder

Forensic Accounting Firm Announces Clint Davis as New Shareholder

Sage Forensic Accounting, Inc., a forensic accounting firm based in Salt Lake City, Utah is proud to announce the promotion of Clint Davis to the position of shareholder with the firm. With over a decade of experience, Mr. Davis has deep knowledge of both litigious and non-litigious engagements. - November 02, 2023 - Sage Forensic Accounting, Inc.

Forensic Accounting Firm Announces Amber Brower Mortensen as New Shareholder

Forensic Accounting Firm Announces Amber Brower Mortensen as New Shareholder

Sage Forensic Accounting, Inc., is proud to announce that Amber Brower Mortensen has been elevated to a shareholder in the firm. - October 05, 2023 - Sage Forensic Accounting, Inc.

Lanigan Ryan Named Inside Public Accounting Top 400 Firm

Lanigan Ryan has been named by Inside Public Accounting (IPA) as a Top 400 Firm for 2023. This is the third consecutive year that Lanigan Ryan has earned the honor of being named to this distinguished list. Each year, the top 400 accounting firms are selected using various criteria such as net... - August 23, 2023 - Lanigan Ryan, P.C.

Lanigan Ryan Promotes Brandon Blackburn, CPA to Partner

Lanigan Ryan, a leading accounting and advisory firm, is proud to announce the promotion of Brandon Blackburn, CPA, to the position of Partner. This promotion is a testament to Brandon's exceptional skills, unwavering dedication, and extensive experience in the industry, as well as the firm’s commitment to recognizing and nurturing talent from within its ranks. - July 05, 2023 - Lanigan Ryan, P.C.

Lanigan Ryan Named a 2023 Regional Leader by Accounting Today

Lanigan Ryan has been named by Accounting Today as a capital region leader in the accounting industry. Each year, Accounting Today gathers data from participating public firms from across the country to rank the top firms and regional leaders in the accounting industry. These top firms are chosen... - March 27, 2023 - Lanigan Ryan, P.C.

Solaris Hires Clemon as Partner

Solaris Hires Clemon as Partner

Solaris announces the hiring of Richard Clemon as Partner. His expertise and experience will be invaluable in helping Solaris clients navigate complex business transactions and achieve transformational growth. Rick brings almost three decades of experience in the technology, software, and life... - March 20, 2023 - Solaris by Roessel Joy

Retirement Announcement and Appointment of New President of Firm

Retirement Announcement and Appointment of New President of Firm

Derk G. Rasmussen retired from the firm after 38 years of service in the field. In anticipation of Derk’s retirement, Daniel T. Rondeau was elected by the Board of Directors to serve as the President of Sage. Mr. Rondeau is a forensic accountant with more than 22 years of experience in the industry and was one of the individuals involved in the founding of Sage. - February 24, 2023 - Sage Forensic Accounting, Inc.

Startup Launches a New Tool to Protect Vulnerable Adults

Startup Launches a New Tool to Protect Vulnerable Adults

Startup oversubscribes $2M seed round to launch software to assist decision-makers for elderly and incapacitated adults. - November 17, 2022 - Advocord

Lanigan Ryan Named Inside Public Accounting Top 400 Firm

Lanigan Ryan has been named by Inside Public Accounting (IPA) as a Top 400 Firm for 2022. This is the second year in a row that Lanigan Ryan has earned the honor of being named to this eminent list. Each year, the top 400 accounting firms are chosen using various criteria such as net revenue,... - November 16, 2022 - Lanigan Ryan, P.C.

Lanigan Ryan Relocates to New Office Space

Firm relocates to Rio Washingtonian Center. - November 16, 2022 - Lanigan Ryan, P.C.

Solaris Hires Backus as Vice President of Sales

Solaris Hires Backus as Vice President of Sales

Solaris announces the hiring of Sam Backus as Vice President of Sales. Backus will be responsible for the organization’s sales targets, provide sales leadership, and play a pivotal role in charting future growth for the company. Backus brings with her experience in senior management,... - October 11, 2022 - Solaris by Roessel Joy

Pari Passu M&A Mediation Launches to Address Need for Specialist Help with M&A Disputes

Pari Passu M&A Mediation Launches to Address Need for Specialist Help with M&A Disputes

Pari Passu M&A Mediation offers a unique value proposition. Rather than seeking to be a disputes resolution generalist, the firm strictly limits its practice to conflicts arising from M&A transactions. Drawing upon more than four decades of successful deal making and problem solving, Pari Passu M&A Mediation helps parties find solutions to challenging and complex M&A-related controversies. - October 11, 2022 - Pari Passu M&A Mediation LLC

How Deedee Carreras Became Managing Partner at Greenlight Financial

How Deedee Carreras Became Managing Partner at Greenlight Financial

Accounting has been widely deemed a "man's industry" and it also isn't very fun. "Deedee Carreras dominates this industry and makes it look easy." - Gerry Mujica, Founding Partner, Greenlight Financial. She comes from humble beginnings, but has overcome it all to become a successful business owner and managing partner at top Miami accounting firm, Greenlight Financial. This is her story. - September 07, 2022 - Greenlight Financial

Lanigan Ryan is Pleased to Announce Firm Promotions

It is with great pride and enthusiasm that Lanigan Ryan announces the promotion of Evie Schuhmacher to senior, Athena Huddle to senior accountant, Jeremiah Griesemer to in-charge accountant, and Kevin Meredith to in-charge accountant. Evie Schuhmacher, a member of their outsourced accounting team,... - August 14, 2022 - Lanigan Ryan, P.C.

Roessel Joy Announces the Launch of Solaris by Roessel Joy

Roessel Joy Announces the Launch of Solaris by Roessel Joy

Roessel Joy is excited to announce the launch of Solaris by Roessel Joy, an accounting advisory firm located in downtown Boston. Comprised of former Big 4 accounting professionals and driven by cutting edge technology, Solaris is creating a radically progressive consulting model to keep up with an... - June 14, 2022 - Solaris by Roessel Joy

Lanigan Ryan Wins Service Provider of the Year Award

Lanigan Ryan won the Service Provider of the Year award at the 2022 SUBBY Awards Gala for the American Subcontractors Association of Metro Washington on Saturday May 21st, 2022, at the Hilton McLean in Tysons Corner, VA. - May 28, 2022 - Lanigan Ryan, P.C.

Lanigan Ryan Hosts 29th Annual Golf for Charity Tournament

Firm event raises more than $10,000 for local nonprofit organizations. - May 26, 2022 - Lanigan Ryan, P.C.

Agbeyegbe Hays Appointed Chair of AICPA’s PCPS Executive Committee

Agbeyegbe Hays Appointed Chair of AICPA’s PCPS Executive Committee

Agbeyegbe Hays is the first sole practitioner and the first Black female CPA to chair the PCPS Executive Committee. - May 23, 2022 - Hays CPA

ERTC Windfall Service Partners Are Now Offering a Rapid Rebate Option

Qualified businesses who use the service partners represented by ERTC Windfall to claim their Employee Retention Tax Credit can now choose the option to receive 90% of their cash rebate funds in less than 30 days. - April 30, 2022 - ERTC Windfall

Encore Empire Co-Founders Meet IRL for the First Time

Virtual Start-Up Founders Meet in Person Eighteen Months After Launching Their Online Business - April 20, 2022 - Encore Empire

Bens Chartered Accountant Becomes a Top-Rated Financial Consultancy, Using Modern Software to Process Business Data in Auckland

Bens Chartered Accountant Becomes a Top-Rated Financial Consultancy, Using Modern Software to Process Business Data in Auckland

Auckland-based chartered accountancy firm helps clients make effective business decisions. - March 24, 2022 - Bens Chartered Accountant Ltd

Newmarket Accounts Introduces Unlimited Support & Assistance to Simplify Accounting and Taxation Processes for Small and Medium-Sized Businesses

Newmarket Accounts Introduces Unlimited Support & Assistance to Simplify Accounting and Taxation Processes for Small and Medium-Sized Businesses

Tax planning is no longer an overwhelming task with the efficient tax planning support provided by the Virtual CFO service provider in Australia. - December 30, 2021 - Newmarket Accounts

Jones Lowry Adds New Director

Jones Lowry Adds New Director

Jones Lowry, a national wealth transfer and insurance planning firm with offices in New York, Jacksonville, West Palm Beach, Fort Lauderdale, and Miami, announced that Jeff Newman, MBA, has joined the firm as a director. He is responsible for design, implementation and management of wealth transfer... - December 08, 2021 - Jones Lowry

How Newmarket Accounts Are Helping Local Businesses Improve Financial Efficiency & Processes with Outsourced Accounting Services

How Newmarket Accounts Are Helping Local Businesses Improve Financial Efficiency & Processes with Outsourced Accounting Services

Newmarket Accounts provide Australian businesses with a complete suite of financial services to help them improve their business processes and financial results. - December 02, 2021 - Newmarket Accounts

Samsun & Necole Awarded Contract for Andersson Windows and Doors Ltd.

Samsun & Necole increases its customer-base by welcoming Andersson Windows and Doors Ltd. to their growing list of customers. - October 23, 2021 - Samsun & Necole

Lanigan Ryan Announces Rebrand

Lanigan Ryan (formally Lanigan, Ryan, Malcolm & Doyle), a mid-sized accounting and consulting firm dedicated to supporting closely-held businesses, announced today that it has completed a major rebranding - including brand image, website, and messaging. - October 15, 2021 - Lanigan Ryan, P.C.

InPowered Business Solutions Raises Awareness and Funding for Dystonia

InPowered Business Solutions Raises Awareness and Funding for Dystonia

Local company supports Dystonia community to fuel knowledge and treatments. Approx. 50,000 Canadians cope with the neurological disorder, Dystonia which causes involuntary muscle movements. For Dystonia Awareness Month this September, Alicia McGill, from local accounting & finance business, InPowered Business Solutions, is sharing her story about living with this disorder to increase awareness and inspire others. InPowered is also donating 10% of Sept. sales to fund research and treatments. - September 13, 2021 - InPowered Business Solutions Inc.

BAS Agent Services Introduced by Whiz Consulting

Whiz Consulting is introducing a much-needed BAS Agent Services for its Australian Clients to help them lodge their Business Activity Statement (BAS) on time accurately. - August 24, 2021 - Whiz Consulting Private Limited

Agbeyegbe-Hays, a Nigerian-American CPA is the New President of NYSSCPA's Manhattan/Bronx Chapter

Agbeyegbe-Hays, a Nigerian-American CPA is the New President of NYSSCPA's Manhattan/Bronx Chapter

Orumé Agbeyegbe Hays, CPA, CGMA, MST, founder and managing director of Hays CPA LLC is the new president of the New York State Society of Certified Public Accountants (NYSSCPA) Manhattan/Bronx Chapter. She was installed as president on June 1 and her term will run through May 31, 2022. The... - August 13, 2021 - Hays CPA

Dental Industry Execs Form New Dental Partnership Organization

Dental Industry Execs Form New Dental Partnership Organization

Dental industry executives Cameron Elrod and Dan Redifer have co-founded the Equishared Dental Group. Similar in approach to a traditional dental service organization (DSO), Equishared is positioned as a dental partnership organization (DPO). - June 30, 2021 - Equishared

Baker Tilly Kuwait Introduces Cybersecurity Audits for the Kuwaiti Banking Sector as One of Their Authoritative Provided Services

Baker Tilly Kuwait Introduces Cybersecurity Audits for the Kuwaiti Banking Sector as One of Their Authoritative Provided Services

The cybersecurity audit service is based on the Cybersecurity Framework for Kuwaiti Banking Sector issued by Central Bank of Kuwait (CBK). It is now a requirement for all local banks to engage an independent third-party firm to audit the cybersecurity controls to ensure their compliance with the... - May 22, 2021 - Baker Tilly Kuwait

Long Island Advisor Awarded Top Financial Professional

Howard Ginsberg, CPA of Ginsberg Wealth Management in Roslyn, Long Island, New York was recently recognized by Cetera® Financial Specialists, as a top financial professional based on his contributions and leadership in the financial community. Ginsberg has also been recognized as a member of the 2020 Leaders Council for the 16th consecutive year. - December 31, 2020 - Ginsberg Wealth Management

N R Doshi and Partners Launches Forensic Audit Services

To safeguard the interest of clients and stakeholders from any fraud, embezzlement, or other financial crimes, NR Doshi and Partners launches their Forensic Audit Services. - October 18, 2020 - N R Doshi & Partners

N R Doshi and Partners Adds Online Accounting Services to Its List of Offerings

N R Doshi and Partners is a leading accounting firm with headquarters in Dubai and seven other offices in the UAE. Its basket of services includes audit and assurance, accounting, company incorporations, VAT consulting, outsourcing, and advisory services. Its rich experience of 34 years in various... - October 17, 2020 - N R Doshi & Partners

New Entity TPS THAYER CPAs in Great Houston Area

New Entity TPS THAYER CPAs in Great Houston Area

New Entity, TPS THAYER, LLC is a full-service CPA firm based in Sugar Land, TX, with 34 employees including 13 CPAs. Audits of public and private businesses, tax planning and compliance, valuations, consulting, financial reporting, litigation support, real estate appraisals, consulting on accounting and record keeping and QuickBooks training are a sample of the services the firm continues to provide to their diverse client-base. - September 18, 2020 - TPS THAYER

N R Doshi and Partners Achieves the ISO/IEC 27001:2013 Certification

N R Doshi & Partners is considered as one of the top audit firms in Dubai. The firm has pledged to drive growth through expertise for its client's business. Headquartered in Dubai, N R Doshi & Partners has seven offices in the UAE, employing over 100 professionals. It offers a number... - August 27, 2020 - N R Doshi & Partners

Restivo Monacelli LLP Announces Vicki L. Goetter as Firm Administrator

Restivo Monacelli LLP today announced the appointment of Vicki L. Goetter as Firm Administrator. As a key member of the Leadership Team, Vicki oversees the day-to-day operations and internal affairs of a talented, industry-leading team of 50 professionals that service clients nationwide. Vicki has... - August 08, 2020 - Restivo Monacelli LLP

Orumé Hays Elected to Local, State and National Executive Positions

Orumé Hays Elected to Local, State and National Executive Positions

Orumé Hays, CPA, CGMA, MST, has been appointed and elected to national, state and local executive positions. Ms. Hays was appointed as a member of the American Institute of CPAs (AICPA) Private Companies Practice Section (PCPS) executive committee. “PCPS partners with firms of all... - August 04, 2020 - Hays CPA

Jason Groth Earns Certified Financial Fiduciary® (CFF) Designation

Jason Groth, Advisor at Safe Harbor Solutions, has earned the Certified Financial Fiduciary® (CFF) designation. He joins a growing group of financial professionals who have earned the Certified Financial Fiduciary® designation and can immediately and clearly demonstrate how they practice a fundamental obligation to always put their clients’ best interest first. - August 01, 2020 - Safe Harbor Solutions

N R Doshi & Partners Launch UAE VAT Calculator

N R Doshi and Partners is a Dubai-based auditing firm that provides VAT consulting, Auditing, Accounting, Advisory, and Company Formation Services. It owns seven offices in the UAE. The firm is a registered tax agent with the Federal Tax Authority. Along with its wide range of VAT related services, N R Doshi has now introduced a VAT calculator for the ease of businesses and people at large. - July 23, 2020 - N R Doshi & Partners

DeLeon & Stang Launches a New Look and Website

DeLeon & Stang isn't merging. It's moving forward. DeLeon & Stang quietly launched a new logo and a faster website, bringing its advisory services to the forefront. - July 22, 2020 - DeLeon & Stang

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