Sorren expands in California

Sorren, a rapidly growing firm based in Meridian, Idaho, acquired Connected Accounting, expanding its presence in California.
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Connected Accounting is a technology-heavy accounting firm founded in 2019 by Marie Greene and based in Los Angeles. Terms of the deal were not disclosed.
“Connected Accounting has built a strong reputation by combining trusted relationships with forward-thinking technology and efficient processes,” Sorren CEO Josh Tyree said in a statement Wednesday. “Their approach aligns closely with our strategic priorities and ongoing investments in integrated platforms. Together, we are well-positioned to support clients as the accounting industry continues to evolve toward a more digital, technology-driven future.”
Sorren, which is backed by private equity firm DFW Capital Partners, was formed in May 2025 through the combination of 13 firms. At the time of its formation, it had 85 partners and roughly $170 million in revenue.
The firm has been growing through continued acquisitions. In January, it added Hess & Rohmer in Texas. In December 2025, it acquired RTO & Co. in The Dalles, Oregon, as well as Casey Neilon in Carson City and Reno, Nevada. In October 2025, it added Healthworks in Reston, Virginia.
“We’ve seen firsthand how integrated platforms drive meaningful results for our clients,” Connected Accounting founder Greene said in a statement. “Joining Sorren allows us to accelerate our growth, expand our capabilities, and deliver even greater value, while preserving the relationships and client-first approach that define our firm.”
