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Concannon Miller Announces 2019 Promotions

Posted by Concannon Miller on Oct 11, 2019 2:09:58 PM

Concannon Miller is proud to announce the promotions of several of its CPAs.

All of Concannon Miller’s CPAs undergo 40 hours of technical training each year at a minimum to maintain our standard of excellence in providing tax and accounting services.

In their new positions, the CPAs will take an increased role in assisting the firm’s clients in tax planning and other proactive business consulting. The promoted CPAs are:

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Topics: Employee accomplishments, Company news

Concannon Miller Again Named Best Lehigh Valley CPA, Accountant

Posted by Concannon Miller on Oct 9, 2019 9:05:00 AM

Concannon Miller has been named the Lehigh Valley’s Best Accountant by the readers of Lehigh Valley Business for the third year running.

Thousands of votes were cast in the annual contest. Concannon Miller ranked as the top CPA firm in the Greater Lehigh Valley region. The firm also won the honor in 2017 and 2018.

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Topics: Company news

Concannon Miller Launches Business Breakfast Seminar Series

Posted by Concannon Miller on Sep 26, 2019 9:50:34 AM

Concannon Miller has launched a new Business Breakfast Seminar series, with topics including business tax savings strategies and new tax obligations following the Wayfair court decision.

The hourlong sessions offer tax, accounting and other actionable tips for business growth. They will run from 7:30 to 8:30 a.m. on the following days at the firm’s Bethlehem office.

The seminars are geared at business owners and other business finance executives. Free CPE will be provided for interested attendees.

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Topics: Events

Concannon Miller Makes Prestigious National List of Top Accounting Firms

Posted by Concannon Miller on Sep 20, 2019 2:19:10 PM

Concannon Miller has been ranked on INSIDE Public Accounting’s Top Firms list, the premier ranking of public accounting firms.

The firm ranked No. 234 on the prestigious list, landing them within INSIDE Public Accounting’s Top 300 Firms list for 2019. There are more than 42,000 accounting firms nationwide.

Concannon Miller is the only Lehigh Valley-based firm in the list and is ranked second among CPA firms specializing in serving McDonald’s franchisees.

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Topics: Company news

Concannon Miller Shareholder Featured in Female Leaders of Finance Series

Posted by Concannon Miller on Sep 4, 2019 6:02:20 PM

Concannon Miller Shareholder Erica Bortz, CPA, has been featured in Authority Magazine’s Female Leaders of Finance series.

Bortz started as a bookkeeper with Concannon Miller in 1995, rising through the ranks to become the firm’s first female shareholder in 2009. She was the architect of the firm’s successful employee benefit plan audit practice and is a leading partner in the firm’s top niche of providing accounting and tax services to McDonald’s franchisees.

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Topics: Employee accomplishments

Concannon Miller to Advise on Business Growth, Succession Planning

Posted by Concannon Miller on Jun 3, 2019 9:19:10 AM

Concannon Miller’s Certified Exit Planning Advisors will provide tips to take your business to the next level at Lehigh Valley Business’s Business Growth Symposium.

Concannon Miller Shareholder Andy Kahn, CPA, MBA, CFP, CEPA, is taking part in the panel discussion on succession planning. He’ll offer tips on how owners can grow the value of their business to sell it at a premium.

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Topics: Events

Retired Concannon Miller CEO Bestowed with Prestigious Philanthropy in the Arts Award

Posted by Concannon Miller on May 22, 2019 10:51:23 AM

Longtime Concannon Miller CEO Robert Oster and his wife, Cindy, are being honored with the prestigious Philanthropy in the Arts Linny Award by the ArtsQuest Foundation. The Bethlehem-based couple will receive the award during the 2019 Linny Awards Celebration Nov. 14, 6 p.m., at the ArtsQuest Center at SteelStacks.

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Topics: Employee accomplishments

Concannon Miller Director to Offer Estate Planning Advice

Posted by Concannon Miller on May 15, 2019 11:35:55 AM

Concannon Miller Director Denise Hozza, CPA, CVA, is taking part in an upcoming panel discussion on financial and estate planning strategies for women.

The Diocese of Allentown is hosting the “Estate Planning for Women” event from 6 to 8 p.m. May 16 at DeSales University.

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Topics: Events

Concannon Miller to Detail Business Tax Changes at McDonald’s W.O.N. Meeting

Posted by Concannon Miller on Mar 11, 2019 11:26:26 AM

Concannon Miller Shareholder Ron Cressman, CPA, CVA, will be speaking as part of a session on financial health at the 2019 W.O.N. National Business Meeting.

Cressman will detail the latest business tax changes impacting McDonald’s franchisees. Most of those changes were part of the federal Tax Cuts and Jobs Act.

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Topics: McDonald's management, Events

Concannon Miller Receives Glowing Client Reviews

Posted by Concannon Miller on Mar 6, 2019 10:21:09 AM

Concannon Miller recently conducted a comprehensive client satisfaction survey, the results of which earned the firm a prestigious national accounting award and glowing client reviews.

As part of ClearlyRated’s client satisfaction survey, Concannon Miller clients were invited to submit testimonials. Here is a sampling:

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Topics: Company news

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