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Sorren Expands Coast to Coast with Connected Accounting, Elevating Tech-Enabled Services
Sorren, a Top 50 national tax, accounting, and advisory firm, announced today that Connected Accounting, an innovative technology-forward accounting firm with deep roots in Los Angeles, has joined the organization. Founded in 2019 by Marie Greene, Connected Accounting is recognized for leveraging technology to streamline accounting processes, improve operational efficiency, and deliver consistent, high-quality outcomes for clients. By bringing together two firms committed to innovation and client service, this expansion strengthens Sorren’s footprint in California and its ability to deliver scalable, technology-driven solutions without compromising the personalized attention clients value. “Connected Accounting has built a strong reputation by combining trusted relationships with forward-thinking technology and efficient processes,” said Josh Tyree, CEO of Sorren “Their approach aligns closely with our strategic priorities and ongoing investments in integrated
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Sorren Welcomes Hess & Rohmer, Strengthening Texas Presence and National Reach
Sorren, a Top 50 national tax, accounting, and advisory firm, has announced that Hess & Rohmer, a well-respected full-service CPA and advisory firm, has joined its national network. The partnership reinforces Sorren’s growth in Texas, building on its existing Houston presence while uniting Hess & Rohmer’s local legacy and trusted client relationships with Sorren’s national resources and expertise.   Established in 1999 by Brian Hess and Melody Rohmer, the firm was founded on a relationship-driven approach to client service. This philosophy, rooted in the belief that the firm’s success is directly tied to the success of its clients, has supported steady growth and service expansion over time.   “From the beginning, it was clear our firms share a common approach to serving clients and supporting our people,” said Josh Tyree, President of Sorren. “Together, we’re strengthening our ability to serve Texas businesses with the
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Josh Tyree Appointed CEO of Sorren, Advancing Firm’s Next Phase of Growth
[Meridian, Idaho] – January 20, 2026 — Sorren, a Top 50 national tax, accounting, and advisory firm, has announced the appointment of Josh Tyree as Chief Executive Officer, effective January 20, 2026. Tyree previously served as President of the firm and steps into the CEO role following a planned leadership transition.  The appointment reflects a long-established succession plan designed to support Sorren’s growth and integration as a national firm. Michael O’Donnell, who has served as CEO during Sorren’s initial formation and integration period, will transition to Executive Chairman, where he will continue to provide strategic guidance and leadership counsel.  “This transition was planned from the beginning,” said O’Donnell. “Josh has demonstrated exceptional leadership, operational discipline, and a clear vision for the firm. The progress Sorren has made over the past two years exceeded expectations, and Josh is well pr
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Casey Neilon Joins Sorren, Strengthening Western Presence
Sorren, a Top 50 national tax, accounting, and advisory firm, has announced that Casey Neilon, an accounting consultancy, has joined its national network. This partnership enhances Sorren’s presence in the Western region and combines Casey Neilon’s dedication to trusted relationships and long-term client success with Sorren’s national resources, advanced technology, and broad industry capabilities.   Founded in 2006, Casey Neilon was established on a clear and enduring philosophy: to go beyond basic compliance by serving as a trusted, long-term advisor to entrepreneurs and their families. Since then, it has stayed true to that mission, earning a strong reputation for guiding clients toward their financial goals and supporting their long-term success.   “Joining Sorren is a meaningful step for our team and our clients,” said Darsi Casey, Shareholder at Casey Neilon. “We remain committed to the personal, advisory-focused service our clients r
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