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Dahlen Merges Into Capstone CPAs

Dahlen & Associates CPAs of Redmond, Ore., has merged its practice into Capstone CPAs, with offices in Bend and Sisters, Ore. This merger will create the only three-city CPA firm in the Central Oregon region. “With the expansion into Redmond we are now able to better serve the communities we live in,” says Lance Brant, managing member of Capstone CPAs. “The merger is for our clients and the … [Read More...]

The Bonadio Group_2015

Bonadio Group Creates New Health Care Subsidiary

Pittsford, N.Y.-based The Bonadio Group (FY16 net revenue of $89.3 million) has created a subsidiary for consulting work in the health care industry. Beacon Solutions Group comprises two consulting firms that help health care organizations with their business operations. The deal brings together Bonadio Receivable Solutions (BRS), a longtime subsidiary of the Bonadio Group, and IM Solutions, an … [Read More...]

Scott Kaplowitch

New MP for Edelstein & Company

Edelstein & Company of Boston (FY15 net revenue of $16.3 million) recently announced that Scott Kaplowitch has been appointed MP of the firm. Kaplowitch succeeds William Mahoney, who steps down as MP after 10 years of service. Kaplowitch began his career at Edelstein more than 20 years ago, becoming a trusted advisor to individuals and business organizations throughout New England and … [Read More...]

Michael Georges

Georges to Lead Yeo & Yeo’s Not-for-Profit Services Group

Saginaw, Mich.-based Yeo & Yeo CPAs & Business Consultants (FY15 net revenue of $31.1 million) announces that Michael Georges is the leader of the firm’s not-for-profit services group. He will lead the strategic direction and management of the firm’s statewide group, and oversee its business development, training and staff development. Georges is a principal with more than 30 years … [Read More...]

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The 2016 IPA Firm Administration Report

The 2016 IPA Firm Administration report engaged participation from more than 130 firms, contains 70 pages of tables and graphs, and includes information from 41 firms above $30 million, 22 firms between $20 million and $30 million, 44 firms between $10 million and $20 million, and 27 firms under $10 million. A few observations are worth noting. CLIENTS / WORKFLOW / ACCOUNTS RECEIVABLE … [Read More...]

The Bonadio Group_2015

Bonadio Group Creates New Health Care Subsidiary

Pittsford, N.Y.-based The Bonadio Group (FY16 net revenue of $89.3 million) has created a subsidiary for consulting work in the health care industry. Beacon Solutions Group comprises two consulting firms that help health care organizations with their business operations. The deal brings together Bonadio Receivable Solutions (BRS), a longtime subsidiary of the Bonadio Group, and IM Solutions, an … [Read More...]

People In The News

Kathy Wong

BPM Adds Two Partners

San Francisco-based BPM (FY15 net revenue of $82 million) announces that two professionals have been admitted into the partnership group. “Becoming a partner at BPM means so much more than technical … [Read More...]

Paul Krieger

Krieger Named MP for New Jersey for Deloitte

Paul Krieger has been named MP for New Jersey for Big 4 firm Deloitte. Krieger, a partner at Deloitte & Touche, was named to the role Dec. 1, succeeding Joe Welter. Welter is retiring in June. In this … [Read More...]

Melissa Wall

Delap Announces Wall as Partner

Delap of Lake Oswego, Ore., (FY15 net revenue of $14.6 million) announces that Melissa Wall, a former senior manager at Delap, has been admitted as a new tax partner with the firm. Wall brings over a decade … [Read More...]

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