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Firm Management

Emerging Company M&A: Pre-Sale Accounting Best Practices for Buyers and Sellers

Mergers and Acquisitions August 1, 2025 

Emerging Company M&A: Pre-Sale Accounting Best Practices for Buyers and Sellers

Solid exits for emerging companies are increasingly scarce as investors and strategics flee to quality in an uncertain economic landscape.

Featured Articles

August 1, 2025  

Alexion.AI Emerges to Empower the Accounting Profession

August 1, 2025  

Wipfli Scores Investment from New Mountain Capital

July 31, 2025  

Edge Marketing Launches GEO Service to Boost Brand Authority in AI Search

July 31, 2025  

The Accounting Talent Shortage – The Accounting Technology Lab Podcast – August 2025

July 30, 2025  

The AI Hierarchy: Execs Use AI 4X More Than Frontline Workers
Building Newsletters People Actually Read (and Click)

Firm Management July 11, 2025 

Building Newsletters People Actually Read (and Click)

Let’s be honest, B2B email open rates could be better. Especially in the accounting profession, where inboxes are flooded with technical updates, IRS alerts, and industry jargon.

Becky Livingston

Leadership cloud 1  55783df36cddb

Firm Management July 11, 2025 

Being Bold Is About More than PE

CPA firms today need to be bold—and find every way to ensure their firm remains sustainable and successful. Be bold and make positive steps to become the firm you are meant to be.

High Road Leadership: Become the Leader Your Team Deserves

Firm Management July 10, 2025 

High Road Leadership: Become the Leader Your Team Deserves

Leadership isn’t about titles or corner offices. It’s about people. It’s about showing up with integrity, putting others first and doing the hard work of bringing people together when it would be easier to divide.

Sandra Wiley

Career Reinvention is Necessary Due to AI Transformation

Payroll July 9, 2025 

Career Reinvention is Necessary Due to AI Transformation

Automation and AI-driven disruption is making reemployment harder, while many workers underestimate the role of AI in job loss.

Isaac M. O'Bannon

Matthew Becker Ratified as Next CEO of BDO USA, Succeeding Wayne Berson in 2026

Firm Management July 9, 2025 

Matthew Becker Ratified as Next CEO of BDO USA, Succeeding Wayne Berson in 2026

Becker leads the strategy and operations of BDO USA’s tax practice, which has more than doubled in size since 2019.

Isaac M. O'Bannon

meeting laptop pixabay Aymanejed-3196481_1920

Firm Management July 9, 2025 

Buckle Up: Crafting Effective Engagement Letters 

Rather than viewing an engagement letter as an administrative hassle or a non-value-added activity, consider it a tool that helps memorialize client discussions and manage expectations.

Platform Accounting Group Expands in Chicago

Firm Management July 9, 2025 

Platform Accounting Group Expands in Chicago

Madison Street Advisors, formerly McCormick Tax Group, is based in downtown Chicago and increases Platform’s presence in the Midwest region.

Isaac M. O'Bannon

Grant Thornton CFO Survey: Finance Leaders Remain Agile Amid Economic Turmoil

Small Business July 9, 2025 

Grant Thornton CFO Survey: Finance Leaders Remain Agile Amid Economic Turmoil

Business leaders and legislators also are concerned about the effects of the ballooning U.S. debt on the economy.

Isaac M. O'Bannon

Archived Webcast: What CPA Firms Are Really Struggling with in 2025: Insights from the Field

Accounting July 23, 2025  Sponsored

Archived Webcast: What CPA Firms Are Really Struggling with in 2025: Insights from the Field

CPA firms across the country know they need to modernize, but what are the real blockers standing in the way? In this CPE-eligible panel, we’ll unpack firsthand insights from the field.

CohnReznick Combines with Piascik & Associates in Virginia

Mergers and Acquisitions July 8, 2025 

CohnReznick Combines with Piascik & Associates in Virginia

Top 20 accounting firm CohnReznick announced Tuesday that it has combined with Richmond, VA-based tax firm Piascik & Associates, effective July 1.

Jason Bramwell

LMC Merges with Stephen A. Kepniss & Associates in New Jersey

Mergers and Acquisitions July 7, 2025 

LMC Merges with Stephen A. Kepniss & Associates in New Jersey

The deal enables LMC to expand its service offerings, particularly in tax advisory, real estate-related services, and specialized planning for high-net-worth individuals.

Jason Bramwell

Ascend Adds Accounting Firms in New York, North Carolina

Mergers and Acquisitions July 7, 2025 

Ascend Adds Accounting Firms in New York, North Carolina

Ascend has expanded its presence on the East Coast by adding two more accounting firms to its platform—Tronconi Segarra & Associates in Williamsville, NY, and BGW in Charlotte, NC—effective July 1.

Jason Bramwell

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