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Firm Management

How Accounting Firms Can Protect Against the Rising Threat of Vishing

Firm Management August 31, 2026 

How Accounting Firms Can Protect Against the Rising Threat of Vishing

Accounting and CPA firms hold exactly the kind of data that makes them an attractive target.

Scott Carr

Featured Articles

August 28, 2026  

The Gathering Storm – Open Source AI and Security: Accounting Technology Lab Podcast – August 2026

September 10, 2026  

CPE Webinar: Own Q4: Position, Price, and Grow Your Tax Planning Advisory Practice

August 27, 2026  

80% of Workers Say Leadership Puts Profit Ahead of Employee Interests

August 26, 2026  

Nick Steiner Named CEO of BPM

August 26, 2026  

5 Questions to Ask About Client Data Security in a Hosted Environment
How CPA Firms Can Manage Sudden Growth Without Losing Control

Firm Management August 21, 2026 

How CPA Firms Can Manage Sudden Growth Without Losing Control

Without scalable infrastructure, even strong firms start relying on heroics, and quality, margins, and responsiveness get harder to protect.

Christopher Haymon

LaRue Named Next Talent and Culture Leader at KPMG

Firm Management August 21, 2026 

LaRue Named Next Talent and Culture Leader at KPMG

KPMG US named Jason LaRue as the next vice chair of talent and culture. He succeeds Sandy Torchia, who will be retiring from the firm on Sept. 30.

The Accountant’s Guide to Agentic ROI

CAS August 20, 2026 

The Accountant’s Guide to Agentic ROI

The question for accountants now is: How do you turn ambition around agentic AI into commercial value?

Paul Lodder

CRI Adds DMR CPAs, Trace Advisory

Mergers and Acquisitions August 19, 2026 

CRI Adds DMR CPAs, Trace Advisory

The top 25 firm has completed two M&A deals in a little more than a week, adding DMR CPAs in Fort Worth, TX, and Trace Advisory, a Ridgeland, MS-based firm specializing in government accounting, auditing, and compliance.

Jason Bramwell

BST & Co. and Gallagher Flynn Merge to Form BST Gallagher Flynn

Mergers and Acquisitions August 19, 2026 

BST & Co. and Gallagher Flynn Merge to Form BST Gallagher Flynn

Latham, NY-based BST & Co. CPAs, an INSIDE Public Accounting top 300 firm, and South Burlington, VT-based accounting and advisory firm Gallagher, Flynn & Co. have combined to create BST Gallagher Flynn.

Jason Bramwell

The Succession Crisis Reshaping Accounting

Firm Management August 18, 2026 

The Succession Crisis Reshaping Accounting

This isn’t simply a succession problem—it’s an industry-wide shift that could force thousands of accounting firms to sell, merge, or close, disrupting client relationships built over decades.

Slava Orekoff

Ten Honored as Visionaries at Boomer Circles Summit

Firm Management August 18, 2026 

Ten Honored as Visionaries at Boomer Circles Summit

These awards honor member firms and sponsor partners in the accounting profession that demonstrate exemplary performance and innovation.

Why Change Management May Be Accounting’s Biggest AI Challenge

Financial Reporting August 18, 2026 

Why Change Management May Be Accounting’s Biggest AI Challenge

Treating technology adoption as an IT project is the biggest mistake a firm can make right now. It's a business-model decision.

Jeff Seibert

Is It Real? – AI Productivity Gains – A Top Technology Initiative Article

CAS August 18, 2026 

Is It Real? – AI Productivity Gains – A Top Technology Initiative Article

If you invest some of this time in yourself and some in your clients with Advisory services, you’ll find that AI can provide the benefits promised.

Randy Johnston

Boomer Consulting Launches SoftwareClarity to Help Accounting Firms Make Confident Technology Decisions

Firm Management August 17, 2026 

Boomer Consulting Launches SoftwareClarity to Help Accounting Firms Make Confident Technology Decisions

SoftwareClarity is an online platform to help accounting firm leaders confidently navigate the increasingly complex software marketplace.

Standing Desks, Ergonomics, and What It Means for Accounting Firms

Firm Management August 17, 2026 

Standing Desks, Ergonomics, and What It Means for Accounting Firms

For firms managing tight deadlines during filing season, an ergonomics review is a low-cost, high-leverage way to protect staff capacity when it matters most.

Scott Carr

Point, Don’t Fix: How Financial and Accounting Firms Should Steer AI to Preserve Trust

Firm Management August 17, 2026 

Point, Don’t Fix: How Financial and Accounting Firms Should Steer AI to Preserve Trust

More AI isn’t always the right answer. In the financial profession, AI without guardrails can lead to disaster.

Todd Fox

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