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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
LGA Merges with Cohen Cohen & Co. and Ziner & Murphy in Massachusetts

Mergers and Acquisitions December 4, 2025 

LGA Merges with Cohen Cohen & Co. and Ziner & Murphy in Massachusetts

The top 200 firm announced the completion of two merger deals this week—one with Boston-based CPA firm Cohen Cohen & Co. and the other with Stoneham, MA-based CPA firm Ziner & Murphy—effective Dec. 1.

Jason Bramwell

Brown Edwards Acquires Shelton & Co. CPAs in Virginia

Mergers and Acquisitions December 3, 2025 

Brown Edwards Acquires Shelton & Co. CPAs in Virginia

The top 100 accounting firm announced Dec. 2 that it has acquired Shelton & Co. CPAs, a Lynchburg, VA-based accounting practice that has served the construction industry for more than 30 years.

Jason Bramwell

Eide Bailly Merges in Wall, Einhorn & Chernitzer in Virginia

Mergers and Acquisitions December 2, 2025 

Eide Bailly Merges in Wall, Einhorn & Chernitzer in Virginia

The top 20 accounting firm will officially expand to Virginia on Dec. 8 when it combines with Norfolk-based CPA firm Wall, Einhorn & Chernitzer.

Jason Bramwell

PKF O’Connor Davies Brings in Wolf Maryles & Associates in NYC

Mergers and Acquisitions December 2, 2025 

PKF O’Connor Davies Brings in Wolf Maryles & Associates in NYC

New York City-based boutique tax and financial advisory firm Wolf Maryles & Associates will join PKF O'Connor Davies in a deal that takes effect on Jan. 1, 2026, the top 30 accounting firm said on Tuesday.

Jason Bramwell

Why Managed IT Services Makes Sense for Accountants

Technology December 2, 2025 

Why Managed IT Services Makes Sense for Accountants

For modern accounting firms, managed IT services is no longer an upgrade; it’s a necessity for survival and a foundation for growth. 

Sangeeta Chhabra

CPE Webinar: The Future-Ready Tax Firm: Automation, AI, and Competitive Advantage

Firm Management December 16, 2025  Sponsored

CPE Webinar: The Future-Ready Tax Firm: Automation, AI, and Competitive Advantage

Manual processes slow your firm—and cost time, money, and talent. Firms that embrace automation and modern technology save hours, reduce costs, and build a workplace that attracts the next generation of CPAs.

The 2026 Risk Outlook: Emerging Exposures and Priorities for CPA Firms 

Risk Management December 1, 2025 

The 2026 Risk Outlook: Emerging Exposures and Priorities for CPA Firms 

CPA firms that do not evolve their risk management strategies are going to find themselves exposed in ways they might never have anticipated.

Stan Sterna

HBK Acquires MKS&H in Maryland

Mergers and Acquisitions December 1, 2025 

HBK Acquires MKS&H in Maryland

The top 50 firm has made its initial foray into the state of Maryland by acquiring McLean, Koehler, Sparks & Hammond, an accounting firm with offices in Timonium and Frederick, effective Dec. 1.

Jason Bramwell

6 Signs Your Firm Culture Isn’t Working, According to a CEO

Firm Management December 1, 2025 

6 Signs Your Firm Culture Isn’t Working, According to a CEO

A CEO shares practical steps firm leaders can take to rebuild trust, improve work-life balance, and measure cultural health.

AAA Calls on U.S. Education Department to Recognize Accounting as a Professional Degree

Accounting November 26, 2025 

AAA Calls on U.S. Education Department to Recognize Accounting as a Professional Degree

The American Accounting Association has joined the AICPA, NASBA, and state CPA societies in urging the U.S. Department of Education to formally recognize accounting as a professional degree program under the One Big Beautiful Bill Act student loan classification system.

Jason Bramwell

THIS WEEK: Free Online CPE and IRS CE Conference Dec. 10-11

Accounting November 25, 2025 

THIS WEEK: Free Online CPE and IRS CE Conference Dec. 10-11

The event is free for professionals - all sessions qualify for one hour of certified CPE credit in various fields of study, while five of the tax-focused sessions also offer an hour each of CE credit.

Isaac M. O'Bannon

Salary and Hiring Trends in Accounting: What CPA Firms Should Know to Stay Competitive

Staffing November 25, 2025 

Salary and Hiring Trends in Accounting: What CPA Firms Should Know to Stay Competitive

Firms are competing directly for accounting and tax professionals with corporate employers who are often prepared to offer higher pay and more flexibility to maintain work-life balance.

Steve Saah

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