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Firm Management

customerexperience 1  5626679e3cfbb

Firm Management December 11, 2025 

Client Experience as a Growth Strategy: Moving Beyond Compliance

Today, compliance isn’t enough to differentiate your firm. If you want to stay competitive, you need to focus on CX.

Katie Thomas

Featured Articles

December 11, 2025  

Professionals on the Move – Dec. 2025

December 10, 2025  

Patrick Accounting and Tax Services PLLC Announces Acquisition of Knight Home Care Financial PC

December 9, 2025  

Prosperity Partners Adds Farkouh, Furman & Faccio in New York

December 8, 2025  

Understanding Career Decisions in the Age of AI and Social Media

December 8, 2025  

Why ‘Getting One Step Better’ Should Be Every Accountant’s Client Philosophy
The Bonadio Group to Merge in Dalle Accounting Next Month

Mergers and Acquisitions August 7, 2025 

The Bonadio Group to Merge in Dalle Accounting Next Month

The top 40 firm said Thursday it will be combining with Albany, NY-based accounting and advisory firm Dalle Accounting and Cash Management Inc. in a deal expected to close on Sept. 8.

Jason Bramwell

PwC to Acquire Tech Consulting Firm Kunai

Mergers and Acquisitions August 7, 2025 

PwC to Acquire Tech Consulting Firm Kunai

The Big Four firm said Aug. 6 that it will acquire Kunai, a boutique software consulting firm that specializes in AI, cloud-first web, mobile, and infrastructure platforms for the financial services industry.  

Jason Bramwell

Eide Bailly Refreshes Brand Identity

Firm Management August 7, 2025 

Eide Bailly Refreshes Brand Identity

The top 20 accounting firm said its new brand identity reflects its growth, evolving service offerings, and continued focus on helping clients perform, protect, and prosper.

Jason Bramwell

Cherry Bekaert Picks Up Jameson & Co. CPAs in Massachusetts

Mergers and Acquisitions August 6, 2025 

Cherry Bekaert Picks Up Jameson & Co. CPAs in Massachusetts

The top 20 firm announced on Aug. 6 that it has acquired Jameson, a Bedford, MA-based firm that specializes in outsourced accounting solutions to small federal government contractors and grantees.

Jason Bramwell

Top 100 Accounting Firm Mauldin & Jenkins Joins TIAG/TAG Alliances

Firm Management August 6, 2025 

Top 100 Accounting Firm Mauldin & Jenkins Joins TIAG/TAG Alliances

Mauldin & Jenkins is ranked as the 59th largest accounting firm in the United States according to Inside Public Accounting and the 7th largest accounting firm in the Southeastern U.S.

Isaac M. O'Bannon

A New Era for CPAs: How Automation Can Unlock Scalable Growth

Firm Management August 6, 2025  Sponsored

A New Era for CPAs: How Automation Can Unlock Scalable Growth

The role of a CPA has evolved far beyond spreadsheets and audits. Today’s clients and companies expect CPAs to be advisors, strategists, and forward-thinkers. But the reality is many CPAs still spend too much time on manual tasks that slow down productivity.

How AI and Automation are Redefining Accounting in 2025

Firm Management August 6, 2025  Sponsored

How AI and Automation are Redefining Accounting in 2025

The accounting profession is undergoing a profound transformation, driven by rapid advancements in technology, particularly artificial intelligence (AI) and automation.

Scott Cytron

Earned Acquires Boston-Based CPA Firm Schwartz & Schwartz

Mergers and Acquisitions August 6, 2025 

Earned Acquires Boston-Based CPA Firm Schwartz & Schwartz

The deal is the financial services firm's third acquisition in the past year since receiving a $200 million investment in July 2024 from growth equity firms Summit Partners and Silversmith Capital Partners.

Jason Bramwell

Top 100 Accounting Firms Strike Deal, as Freed Maxick Joins Withum

Mergers and Acquisitions August 5, 2025 

Top 100 Accounting Firms Strike Deal, as Freed Maxick Joins Withum

Buffalo, NY-based Freed Maxick and Princeton, NJ-based Withum have combined, effective Aug. 1, in a deal involving two of the 100 largest accounting firms by revenue in the U.S.

Jason Bramwell

Prosperity Partners Acquires Pipaya in Virginia

Mergers and Acquisitions August 5, 2025 

Prosperity Partners Acquires Pipaya in Virginia

Private equity-backed tax and accounting firm Prosperity Partners said Tuesday it has added Vienna, VA-based transaction services firm Pipaya.

Jason Bramwell

Calvetti Ferguson Acquires Randy Walker & Co. in Texas

Mergers and Acquisitions August 5, 2025 

Calvetti Ferguson Acquires Randy Walker & Co. in Texas

Calvetti Ferguson has added San Antonio, TX-based Randy Walker & Co., a move that adds specialized nonprofit audit services and depth to the top 200 accounting firm's existing San Antonio team.

Jason Bramwell

Platform Accounting Uncorks New Opportunities

Accounting August 5, 2025 

Platform Accounting Uncorks New Opportunities

The Northern California-based accounting firm AWG Wine Advisors, formerly Allen Wine Group, has joined Platform Accounting Group. AWG is based in Santa Rosa and expands Platform’s business accounting services to the wine industry.

Isaac M. O'Bannon

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