Sorren

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 of

fering 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.

07/17/2026

Focus mode: paused. Conversation mode: activated. ☕

07/16/2026

As part of Sorren’s Community Impact Day, our Coeur d'Alene team volunteered alongside United Way of North Idaho to support St. Vincent de Paul, where we helped paint a shed to match the Father Bill's Food Kitchen.

Society of St. Vincent de Paul USA does so much more than operate a thrift store. Through its Help Center, the organization provides food, essential household items, utility assistance, temporary housing, case management, and other critical resources that help individuals and families navigate difficult times.

We're grateful to United Way of North Idaho for organizing this opportunity and to St. Vincent de Paul North Idaho for the meaningful work they do to strengthen our community. It was an honor to spend the day contributing to a mission that makes a lasting difference.

07/15/2026

Sorren has launched Human Capital Advisory Services, a new advisory practice designed to help organizations address increasingly complex workforce challenges that impact business performance, growth, and risk.

The practice is led by Julie Cummings, who joins Sorren as National Managing Partner of Human Capital Advisory Services. With more than 25 years of experience, Julie partners with organizations to align workforce strategy with business objectives, helping leaders navigate growth, organizational change, leadership development, and workforce complexity.

By combining strategic human capital expertise with the resources of a national advisory and accounting firm, Sorren's Human Capital Advisory Services provides organizations with an integrated approach to workforce strategy, leadership, organizational effectiveness, and long-term business success.

Read the full announcement: https://hubs.la/Q04pFLhC0

07/14/2026

The tractor didn't replace farmers. It changed what made a great farmer.

That's a powerful analogy shared by Matthew May during his keynote at Karbon Next, and one that resonates with where the accounting profession is headed.

AI is changing the nature of our work.

For decades, success was built on technical expertise, efficiency, and producing accurate financial information. Those skills still matter—but they're no longer the whole story.

As AI automates more routine work, the greatest value won't come from preparing reports. It will come from designing better systems, interpreting insights, and helping clients make better decisions.

The firms that thrive won't simply adopt AI.

They'll rethink how they deliver value.

07/10/2026

Sometimes the best meetings happen outside the office ⛳️

07/08/2026

The best exits aren't built at the finish line—they're built over time.

Creating value long before a transition gives business owners more options, greater confidence, and the potential for stronger outcomes. A holistic approach to exit planning helps align business strategy with personal goals so you're prepared whenever the time is right.

Explore what goes into a successful exit strategy: https://hubs.la/Q04nW7_V0

07/07/2026

Running a successful dental practice means balancing exceptional patient care with smart financial decisions.

Join our upcoming webinar to discover practical strategies for managing taxes, strengthening cash flow, and making financial decisions that support both your practice and your long-term personal goals.

Reserve your spot: https://hubs.ly/Q04nMFdC0

07/06/2026

Many business owners think exit planning begins when they're ready to sell.

In reality, it starts years earlier—with intentionally building a business that's valuable, transferable, and less dependent on the owner. The decisions you make today can significantly influence the options and outcomes you have tomorrow.

Read more about why value creation is the foundation of successful exit planning: https://hubs.la/Q04ny6jP0

07/03/2026

As we head into the holiday weekend, please note that all Sorren offices will be closed on Friday, July 3.

Thank you to our clients, colleagues, and communities for your continued trust and partnership.

Wishing you a safe and happy Fourth of July!

06/25/2026

Take a walk with Matthew May and Houston's Iole Bispo, Senior CAS Associate, as they discuss family office services, share a favorite client success story, and talk about what makes the CAS team unique in this edition of Mic'd Up with Matthew 🎙️

Because some of the best conversations happen when you're on the move.

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1120 S Rackham Way, Suite 100
Meridian, ID
83642

Website

https://sorren.com/

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