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Firm Management

Aprio Acquires Isdaner & Co. in Pennsylvania

Mergers and Acquisitions June 2, 2026 

Aprio Acquires Isdaner & Co. in Pennsylvania

The Atlanta-based top 25 firm has acquired Isdaner & Co., a full-service accounting and advisory firm based in Bala Cynwyd, PA, effective June 1.

Jason Bramwell

Featured Articles

June 2, 2026  

Blue J and CPA.com Survey Finds AI Adoption Among Tax Firms Has Nearly Doubled in One Year

June 2, 2026  

KPMG Report: Half of Your Most Engaged Employees Are Ready to Leave

June 1, 2026  

Professionals on the Move – June 2026

June 1, 2026  

Why Accounting Firms Should Stop Marketing All Their Services (And What to Do Instead)

June 1, 2026  

90% of Gen Z Workers Face Consequences Over Social Media Activity
The AI Skills Gap No One Is Talking About

Staffing February 16, 2026 

The AI Skills Gap No One Is Talking About

The technology will continue advancing. Will you be by your people to ensure they have the capacity and training to do the work that technology can't replace?

Amy Vetter

Archived Webcast: Building economic resilience: How accounting firms can stay profitable when markets shift

Firm Management May 6, 2026  Sponsored

Archived Webcast: Building economic resilience: How accounting firms can stay profitable when markets shift

Markets shift. Expenses creep up. Clients slow payments. And suddenly, “we’re busy” doesn’t always mean “we’re profitable.” In this 60-minute conversation, CPA Kelley Brubaker breaks down what economic resilience really looks like inside today’s accounting firms, and how leaders can stay profitable even when markets feel uncertain.

Adam Goode to Take Over as Sole CEO of Schneider Downs This Summer

Firm Management February 12, 2026 

Adam Goode to Take Over as Sole CEO of Schneider Downs This Summer

Adam Goode, currently practice unit leader of consulting at Schneider Downs, will take over as CEO on July 1, as the Pittsburgh-based top 55 accounting firm transitions to a single CEO structure.

Jason Bramwell

62 Accounting Firms Made ClearlyRated’s Best Client Service List for 2026

Accounting February 11, 2026 

62 Accounting Firms Made ClearlyRated’s Best Client Service List for 2026

The accounting firms that appear on this year's list obtained at least a 50% net promoter score, indicating they provide clients with exceptionally high levels of service, ClearlyRated says.

Jason Bramwell

Capstone Adds Peltier, Gustafson & Miller in New Mexico

Mergers and Acquisitions February 11, 2026 

Capstone Adds Peltier, Gustafson & Miller in New Mexico

Bend, OR-based Capstone Accounting and Tax said Feb. 9 it has added Peltier, Gustafson & Miller, expanding its presence into the growing New Mexico market.

Jason Bramwell

AI-Native Accounting Foundation Created to Equip Firms and Finance Teams to Adopt AI Confidently

Firm Management February 11, 2026 

AI-Native Accounting Foundation Created to Equip Firms and Finance Teams to Adopt AI Confidently

The AI Native Accounting Foundation is an independent nonprofit focused on helping the accounting and finance profession make sense of how artificial intelligence is actually being used in practice.

Blue & Co. Joins Forces with D & Co. in Texas

Mergers and Acquisitions February 10, 2026 

Blue & Co. Joins Forces with D & Co. in Texas

The top 60 firm has expanded into Texas after adding D & Co. (formerly Durbin & Co.), an accounting firm with offices in Lubbock, Dallas, Fort Worth, and Waco, effective Feb. 1.

Jason Bramwell

Citrin Cooperman Adds Browne Consulting Group in Massachusetts

Mergers and Acquisitions February 10, 2026 

Citrin Cooperman Adds Browne Consulting Group in Massachusetts

The acquisition of Browne Consulting, a Boston-based firm that provides accounting and other advisory services to the life sciences and biotech sectors, is Citrin Cooperman's first M&A deal of 2026.

Jason Bramwell

KPMG Brings Aboard AI Development Platform PrivateBlok

Mergers and Acquisitions February 9, 2026 

KPMG Brings Aboard AI Development Platform PrivateBlok

KPMG says the PrivateBlok team will focus on developing AI-first products, enabling persistent services through software-based commercial models, and advancing client offerings.

Jason Bramwell

Richey May Acquires Wagner Kaplan in Maryland

Mergers and Acquisitions February 9, 2026 

Richey May Acquires Wagner Kaplan in Maryland

The Englewood, CO-based advisory, accounting, and technology consulting firm said Monday it has acquired Wagner, Kaplan, Duys & Wood, an advisory and tax services firm in Rockville, MD.

Jason Bramwell

Study: AI-Powered Cyber Attacks Hit 88% of Legacy Email Security Systems

Firm Management February 9, 2026 

Study: AI-Powered Cyber Attacks Hit 88% of Legacy Email Security Systems

A new study shows that 88% of organizations experienced at least one security incident that undermined trust in digital communications over the past 12 months.

Isaac M. O'Bannon

Wipfli Partners with The Caddie Network

Firm Management February 6, 2026 

Wipfli Partners with The Caddie Network

Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.

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