Sorren

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Going beyond numbers to deliver insights, expertise, and tailored solutions to focus on what truly matters—you.

For decades, our Reno team has served as a dedicated partner to entrepreneurs throughout Nevada, blending a deep local legacy with expansive modern expertise. Tracing its roots to the founding of Casey Neilon by Darsi Casey and Nicola Neilon, the firm established a reputation for providing timely, practical advice through every stage of growth. Today, as part of Sorren, we honor that history by offering a broader range of tax, assurance, and advisory services backed by a national network. Grounded in a culture of accountability and follow-through, our Reno office remains committed to delivering the personalized attention and specialized resources necessary to help our clients and the Nevada business community thrive.

10/30/2026

We've got a monster of a team at Sorren 🧟🎃

Think you'd make a scary good addition? Check out our open positions and find your fit: sorren.com/careers

10/29/2026

Sorren is proud to sponsor the American Health Law Association's 2026 Fundamentals of Health Law Conference, November 1–3 in Chicago!

As healthcare organizations navigate evolving regulations, complex financial challenges, and an ever-changing industry, collaboration between legal, financial, and healthcare professionals is more important than ever.

We're proud to support an event that brings these professionals together to share knowledge, strengthen connections, and help healthcare organizations move forward with clarity and confidence.

10/28/2026

Just because one employee knows how to keep everything running doesn’t mean your business has a reliable system in place.

As businesses grow, relying on a few key employees to manage critical processes can create hidden risks. Undocumented procedures, institutional knowledge, and responsibilities concentrated with one person may seem manageable at first. Over time, these dependencies can lead to costly delays, operational disruptions, and challenges as teams expand.

The key is making sure critical knowledge lives within the business, not just with the people who keep it running.

In the second installment of our seven-part series on costly business habits, Sorren’s Marie Greene, CPA explores how business leaders can identify hidden dependencies and strengthen their operations through practical steps like process documentation and cross-training.

Read the full article: https://hubs.la/Q04CGkGy0

10/28/2026

Are rising overhead costs putting pressure on your construction company's profitability?

Join Sorren's construction advisory team 𝐓𝐡𝐮𝐫𝐬𝐝𝐚𝐲, 𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝟐𝟗, 𝐚𝐭 𝟏𝟏:𝟎𝟎 𝐚.𝐦. 𝐌𝐓 for a practical discussion on understanding, managing, and recovering overhead costs to better protect your margins.

Matthew Goodfellow, CPA, and Clay Alumbaugh will share strategies to help you allocate overhead more accurately, strengthen bidding and pricing decisions, and identify the financial metrics that matter most to your bottom line.

Don't miss this opportunity to gain actionable insights that can help you make more informed decisions and build a more profitable construction business.

Register now: https://hubs.la/Q04CCvMq0

10/26/2026

Medicaid changes may be outside a physician group’s control. How prepared the practice is to respond doesn’t have to be.

Shifts in coverage, payer mix, and reimbursement can have significant implications for revenue, cash flow, and profitability. The earlier leadership identifies potential financial exposure, the more options they have to respond strategically.

Sorren’s Jeremy Nugent outlines 10 key questions physician group leaders should be asking to assess financial resilience, identify areas of risk, and prepare for potential financial pressures.

The takeaway? Financial resilience starts with visibility. Practices that understand where financial pressure could emerge are better positioned to respond before changes reach the income statement.

Read the full assessment: https://hubs.la/Q04CjW630

10/22/2026

𝐃𝐨𝐞𝐬 𝐲𝐨𝐮𝐫 𝐨𝐯𝐞𝐫𝐡𝐞𝐚𝐝 𝐦𝐞𝐚𝐬𝐮𝐫𝐞 𝐮𝐩, 𝐨𝐫 𝐢𝐬 𝐢𝐭 𝐜𝐮𝐭𝐭𝐢𝐧𝐠 𝐢𝐧𝐭𝐨 𝐲𝐨𝐮𝐫 𝐩𝐫𝐨𝐟𝐢𝐭𝐬?

Understanding your true overhead costs can make all the difference in protecting margins, pricing jobs accurately, and building a more profitable construction business.

Join Sorren's construction advisory team next 𝐓𝐡𝐮𝐫𝐬𝐝𝐚𝐲, 𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝟐𝟗 𝐚𝐭 𝟏𝟏:𝟎𝟎 𝐚.𝐦. 𝐌𝐓 for a practical webinar on managing overhead and making more informed financial decisions.

Register today: https://hubs.la/Q04C2jDF0

10/21/2026

𝐆𝐫𝐨𝐰𝐭𝐡 𝐛𝐫𝐢𝐧𝐠𝐬 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲. 𝐈𝐭 𝐚𝐥𝐬𝐨 𝐛𝐫𝐢𝐧𝐠𝐬 𝐧𝐞𝐰 𝐜𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞𝐬.

As organizations expand, managing people becomes more complex. Hiring needs evolve. Compliance responsibilities increase. Leaders take on new demands. And the HR processes that worked with 10 employees may not work with 50.

Without the right support, these challenges can slow progress and impact business performance.

Julie Cummings, Sorren’s National Human Capital Advisory Managing Partner, shares how our team helps organizations navigate these critical stages of growth with practical, scalable solutions that strengthen operations, support leadership, and align workforce strategy with business goals.

Because growth should create opportunity, not complexity.

Learn more about Human Capital Advisory: https://hubs.la/Q04BWGm30

10/20/2026

The decisions you make before year-end can shape your business well into the next year.

With months of financial and operational performance to draw from, leadership teams have valuable insight into what’s working, where challenges remain, and which opportunities deserve attention. Taking time to ask the right questions now can help uncover opportunities, address challenges before they grow, and set clearer priorities for the year ahead.

Explore five important questions every leadership team should be asking before year-end and how these conversations can help position your organization for long-term success: https://hubs.la/Q04BMS1y0

10/19/2026

𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐃𝐞𝐬𝐤𝐭𝐨𝐩 𝐢𝐬 𝐜𝐡𝐚𝐧𝐠𝐢𝐧𝐠. 𝐀𝐫𝐞 𝐲𝐨𝐮 𝐩𝐫𝐞𝐩𝐚𝐫𝐞𝐝 𝐟𝐨𝐫 𝐰𝐡𝐚𝐭'𝐬 𝐧𝐞𝐱𝐭?

As QuickBooks Desktop continues to evolve, businesses need to think beyond the software itself. The right transition plan can help protect your year-end close, improve financial reporting, and position your team for a smoother 2027.

Join Sorren and Intuit on 𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝟐𝟎 for a practical discussion on navigating these changes and evaluating your next steps.

We'll cover what QuickBooks Online and Intuit Enterprise Suite have to offer, key migration considerations, and how to plan a transition around your business's needs.

📅 October 20, 2026
🕐 11:00 AM MT
💻 Live webinar

Join us for this timely conversation. Register here: https://hubs.la/Q04Bzvtg0

10/16/2026

Great conversations, new connections, and opportunities to look ahead!

Throughout the fall recruiting season, our teams across the country connected with students, shared their experiences, and offered a glimpse into what a career with Sorren could look like.

Thank you to everyone who stopped by to say hello! We enjoyed getting to know the next generation of professionals and hearing about your interests, goals, and aspirations.

Address

1120 S Rackham Way, Suite 100
Meridian, ID
83642

Website

https://sorren.com/

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