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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
Surveys Show Workers Are Ready for AI Agents, But Organizations Aren’t

Staffing February 3, 2026 

Surveys Show Workers Are Ready for AI Agents, But Organizations Aren’t

The research highlights a trend it calls “AI limbo,” where rapid AI adoption is outpacing the training, governance, and communication needed for employees to use AI effectively and responsibly.

Isaac M. O'Bannon

AICPA Unveils Initiative to Prepare the Next Generation of CPAs for Success

Accounting February 2, 2026 

AICPA Unveils Initiative to Prepare the Next Generation of CPAs for Success

The Profession Ready Initiative is designed to identify and develop the skills early-career CPAs need for success in a rapidly evolving and increasingly AI-driven marketplace, the AICPA said.

Jason Bramwell

Armanino Adds Step Up Consulting in California

Mergers and Acquisitions February 2, 2026 

Armanino Adds Step Up Consulting in California

The top 20 accounting firm announced Monday that it has brought aboard the team from Step Up Consulting, a Los Angeles-based woman- and minority-owned IT consulting firm.

Jason Bramwell

AI Trends at CES 2026 – Part 3 – The Accounting Technology Lab Podcast – Jan. 2026

Accounting Technology Lab Podcast January 30, 2026 

AI Trends at CES 2026 – Part 3 – The Accounting Technology Lab Podcast – Jan. 2026

Randy and Brian continue their CES 2026 coverage by focusing on artificial intelligence (AI) trends and new products that can help accounting firms, finance teams, and their clients. The Accounting Tech Lab is an ongoing series that explores the intersection of public accounting and technology.

Brian Tankersley, Randy Johnston

Perkins Coie Adds Family Office and Tax Lawyer Mohsen Ghazi as Partner in Chicago

Firm Management January 29, 2026 

Perkins Coie Adds Family Office and Tax Lawyer Mohsen Ghazi as Partner in Chicago

Mohsen counsels family offices, fund sponsors, and high net worth clients on structuring tax-advantaged funds and family offices in the United States and abroad.

Sorren Adds Hess & Rohmer in Texas

Mergers and Acquisitions January 29, 2026 

Sorren Adds Hess & Rohmer in Texas

Gainesville, TX-based CPA and advisory firm Hess & Rohmer has joined Sorren, expanding the top 100 accounting firm's presence in the Lone Star State.

Jason Bramwell

How Accounting Firms Can Cut IT Costs and Boost Efficiency with Infrastructure Automation

Firm Management January 29, 2026 

How Accounting Firms Can Cut IT Costs and Boost Efficiency with Infrastructure Automation

By adopting automation that aligns infrastructure performance with business needs in real-time, firms can finally break free from the legacy cost-growth cycle.

From Compliance to Competitive Edge: How CPAs are Getting Ready for an AI-led Future

Firm Management January 28, 2026 

From Compliance to Competitive Edge: How CPAs are Getting Ready for an AI-led Future

CPAs are expected to help shape the standards for trust and transparency, and help clients gain real business value from this technology.

Avoiding ‘Too Little, Too Late’: How to Give Core Teams at CPA Firms Ample Support This Tax Season

Staffing January 27, 2026 

Avoiding ‘Too Little, Too Late’: How to Give Core Teams at CPA Firms Ample Support This Tax Season

These tips and practices can give your core team the best chance to deliver outstanding client service without burning out in the process.

Steve Saah

Josh Tyree Shifts From President to CEO of Sorren

Firm Management January 26, 2026 

Josh Tyree Shifts From President to CEO of Sorren

Josh Tyree, who has served as president of Sorren since the firm's launch last spring, has been appointed CEO, effective Jan. 20, following a planned leadership transition.

Jason Bramwell

AAFCPAs Deepens Forensic Advisory and Tax Solutions with Acquisition of McLaren & Associates CPAs

Mergers and Acquisitions January 26, 2026 

AAFCPAs Deepens Forensic Advisory and Tax Solutions with Acquisition of McLaren & Associates CPAs

The move will enable the firm to expand delivery of its forensic accounting, litigation support, business valuation, and tax advisory solutions. 

Sax Buys Owen J. Flanagan & Co. in New York City

Mergers and Acquisitions January 23, 2026 

Sax Buys Owen J. Flanagan & Co. in New York City

The top 75 firm has made its second M&A deal of 2026 acquiring Owen J. Flanagan & Co., an accounting firm based in New York City, effective Jan. 22.

Jason Bramwell

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