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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
BeachFleischman Adds Fellow Arizona Firm Jeong Lizardi

Firm Management November 14, 2023 

BeachFleischman Adds Fellow Arizona Firm Jeong Lizardi

Jeong Lizardi joined the top 200 accounting firm on Nov. 1 and will continue to operate from its office in Nogales, AZ.

Jason Bramwell

Rightworks Acquires Tech 4 Accountants, Showcases OneSpace

Advisory November 14, 2023 

Rightworks Acquires Tech 4 Accountants, Showcases OneSpace

The acquisition adds WISP consulting and supplementary managed security services to Rightworks' offerings.

Isaac M. O'Bannon

Sovos

Staffing November 14, 2023 

Sovos Names Chris Clinton Its New Chief Partner Officer

Global compliance technology solutions and services provider Sovos has announced the appointment of Chris Clinton as its new chief partner officer.

Jason Drake to Take Over as Managing Partner of Plante Moran

Firm Management November 13, 2023 

Jason Drake to Take Over as Managing Partner of Plante Moran

Drake, who will be the eighth MP in the firm's 100-year history, will succeed Jim Proppe, who has held that role for the last seven years.

Jason Bramwell

Cohen & Co. to Move Into Buffalo After Acquiring CPA and Consulting Firms

Firm Management November 13, 2023 

Cohen & Co. to Move Into Buffalo After Acquiring CPA and Consulting Firms

The top 50 firm's deal to acquire Szymkowiak & Associates CPAs and its sister firm PEAR Consultants will close next month.

Jason Bramwell

Financial Cents Adds Integration with Adobe eSignature

Accounting November 10, 2023 

Financial Cents Adds Integration with Adobe eSignature

The integration allows Financial Cents users to effortlessly request, track, and manage signatures directly from their Financial Cents dashboard

Isaac M. O'Bannon

HBK Merges in New York CPA Firm Zapken & Loeb

Firm Management November 10, 2023 

HBK Merges in New York CPA Firm Zapken & Loeb

The combination, which became official on Nov. 1, expands top 50 accounting firm HBK's presence in the Mid-Atlantic region.

Jason Bramwell

 Texas Cities Lead Nation in Workers Returning to the Office

Firm Management November 10, 2023 

Texas Cities Lead Nation in Workers Returning to the Office

A greater percentage of workers in Texas’ major metro areas are back in the office compared to other U.S. markets.

The Accounting Technology Lab Podcast – Review of SmartVault and DocDown – Nov. 2023

November 10, 2023 

The Accounting Technology Lab Podcast – Review of SmartVault and DocDown – Nov. 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss SmartVault and DocDown.

Brian Tankersley, Randy Johnston

Sikich Goes Shopping in Cleveland, Acquires Thornhill Financial

Firm Management November 10, 2023 

Sikich Goes Shopping in Cleveland, Acquires Thornhill Financial

The deal, which was announced on Nov. 9, is expected to close at the end of this month, according to top 30 accounting firm Sikich.

Jason Bramwell

Eide Bailly Joins Forces with Phoenix CPA Firm Secore & Niedzialek

Firm Management November 9, 2023 

Eide Bailly Joins Forces with Phoenix CPA Firm Secore & Niedzialek

As part of the deal, co-founders Earl Secore and Ted Niedzialek and 10 staff from Secore & Niedzialek will join Eide Bailly.

Jason Bramwell

AI Website Chatbots: A Double-Edged Sword for Firms

Firm Management November 8, 2023 

AI Website Chatbots: A Double-Edged Sword for Firms

But what happens if your firm’s website chatbot shares incorrect information, sensitive data, or simply doesn’t work?

Becky Livingston

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