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Firm Management

Dee Burger Named CEO of Carr, Riggs & Ingram

Firm Management June 25, 2026 

Dee Burger Named CEO of Carr, Riggs & Ingram

Burger brings more than three decades of executive leadership experience across the technology and consulting industries.

Jason Bramwell

Featured Articles

June 24, 2026  

CRI Adds Crowl, Cameron & Associates in Texas

June 24, 2026  

Why Belonging is a Leadership Competency for the Accounting Profession

June 24, 2026  

DMA Acquires Barron Corporate Tax Solutions in Illinois

June 23, 2026  

Eide Bailly Scores Private Equity Investment From Reverence Capital

June 23, 2026  

AICPA Survey Cites Change Management for Technology and AI as Top Long-Term Issue Facing Accounting Firms
Eide Bailly and Apple Growth Partners to Join Forces Next Month

Firm Management May 6, 2024 

Eide Bailly and Apple Growth Partners to Join Forces Next Month

The deal, which is expected to become effective on June 24, expands Eide Bailly's footprint across the Great Lakes region.

Jason Bramwell

Marcum Acquires Michigan Accounting Firm Croskey Lanni PC

Firm Management May 6, 2024 

Marcum Acquires Michigan Accounting Firm Croskey Lanni PC

The accounting and advisory firm Marcum LLP has acquired Croskey Lanni, PC, a notable Detroit, Michigan area-based firm with an office in Boca Raton, Florida.

Isaac M. O'Bannon

Crete Secures Funding to Bring Aboard New Partner Firms, Grow Tech Capabilities

Firm Management May 6, 2024 

Crete Secures Funding to Bring Aboard New Partner Firms, Grow Tech Capabilities

Crete Professionals Alliance will use the undisclosed amount of funding to add firms to its platform, as well as leverage technology, such as AI.

Jason Bramwell

Wipfli Buys Michigan-Based Consulting Firm Harbour Results

Firm Management May 2, 2024 

Wipfli Buys Michigan-Based Consulting Firm Harbour Results

The top 20 firm's deal with Harbour Results, a management consulting firm for the manufacturing industry, became effective May 1.

Jason Bramwell

CLA Adds Atlanta-Based Ronald Blue & Co. CPAs

Firm Management May 2, 2024 

CLA Adds Atlanta-Based Ronald Blue & Co. CPAs

With approximately 80 employees and eight partners, Ronald Blue was expected to join top 10 accounting firm CLA on May 1.

Jason Bramwell

EY Adds New York-Based Technology Consulting Firm Nuvalence

Firm Management May 2, 2024 

EY Adds New York-Based Technology Consulting Firm Nuvalence

The transaction expands EY's digital engineering and generative AI services to organizations across industries and sectors.

Jason Bramwell

EisnerAmper Acquires Boston-Based Edelstein

Firm Management May 2, 2024 

EisnerAmper Acquires Boston-Based Edelstein

Edelstein offers accounting, tax and advisory services for the food and beverage, healthcare, financial services, nonprofit, real estate, professional services, and other sectors.

Isaac M. O'Bannon

Maryland Accounting Firm SKMB Joins Marcum

Firm Management May 2, 2024 

Maryland Accounting Firm SKMB Joins Marcum

The combination brings SKMB’s talented team to Marcum, including two senior advisors and their associates with extensive experience in accounting, assurance, tax services, and business valuations.

Isaac M. O'Bannon

Avantax

Firm Management May 1, 2024 

Avantax Acquires Integrated Tax & Wealth Strategies’ $760 Million Wealth Management Business

Integrated Tax & Wealth Strategies’ founder – highly successful independent financial advisor Brian Stephens – will continue with the tax practice.

Isaac M. O'Bannon

living trusts 1  5919bb959cc34

Taxes May 1, 2024 

AICPA Provides Comments on the Tax Classification of Purpose Trusts

The recommendations would simplify filing for taxpayers and practitioners and will reduce the administrative burden on the IRS.

CohnReznick and Prevedere Forge Strategic Alliance

Firm Management May 1, 2024 

CohnReznick and Prevedere Forge Strategic Alliance

This collaboration will leverage Prevedere’s AI-powered platform to empower CohnReznick's clients with global data, analytic models, and econometric context to revolutionize their business planning.

Isaac M. O'Bannon

Fieldguide Launches Analytics Solution for CPA Firm Decision-Making

Firm Management April 30, 2024 

Fieldguide Launches Analytics Solution for CPA Firm Decision-Making

With the industry-wide talent shortage, firms are seeking to be smarter and more vigilant with their engagements, resources, and client metrics.

Isaac M. O'Bannon

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