Concannon Miller News

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Concannon Miller Shareholder Featured in Female Leaders of Finance Series

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…

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Concannon Miller to Advise on Business Growth, Succession Planning

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…

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

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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Concannon Miller Director to Offer Estate Planning Advice

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

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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Concannon Miller Receives Glowing Client Reviews

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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Concannon Miller Receives Glowing McDonald’s Franchisee Client Reviews

Concannon Miller recently conducted a comprehensive client satisfaction survey, the results of which earned the firm a prestigious national accounting award and glowing McDonald’s franchisee 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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Concannon Miller Wins Prestigious National Best of Accounting Honor

Concannon Miller announces it has won a prestigious ClearlyRated’s Best of Accounting Award for providing superior service. The national award is based solely on client reviews. Concannon Miller received satisfaction scores of 9 or 10 out of 10 from 91% of their clients, significantly higher than the industry’s average of 45% in 2019. ClearlyRated’s survey…

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Concannon Miller Joins BDO USA Alliance

Concannon Miller has joined the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals. As an independent member of the BDO Alliance USA, Concannon Miller can expand the services offered to clients by drawing on the resources of BDO USA, LLP, one…

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Concannon Miller Meets with Congresswoman Susan Wild

Concannon Miller was honored host Congresswoman Susan Wild for a business outreach visit. Congresswoman Wild said she is working to meet with many businesses, municipalities and individuals in her first months in office. “A critical part of this job is forming partnerships,” she said. Congresswoman Wild met with a group of Concannon Miller shareholders, directors…

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