Firm Management November 5, 2026
Financial Cents Brings Back WorkflowCon for 2026 — Bigger Than Ever and Still Free
"WorkflowCon is an opportunity to ... learn from other firm owners, and think differently about how you're running your business."
Mergers and Acquisitions November 2, 2026
Grant Thornton Acquisition of CBIZ is a Done Deal
Grant Thornton Advisors said Monday it has completed its $5 billion acquisition of CBIZ, which is expected to make Chicago-based Grant Thornton the fifth-largest accounting firm in the U.S. by revenue behind the Big Four.
Mergers and Acquisitions November 2, 2026
Cherry Bekaert Acquires Sansiveri, Kimball & Co. in Rhode Island
The top 20 firm has acquired Sansiveri, Kimball & Co., a Providence, RI-based accounting and advisory firm serving clients throughout Rhode Island and the New England region.
Marketing November 2, 2026
Your Next Client May Ask AI Who to Hire. Will It Recommend Your Firm?
AI recommendations are changing search. Would AI accurately explain why a prospective client should choose you?
Mergers and Acquisitions November 2, 2026
Eide Bailly Adds JTaylor in Texas
This is the top 20 accounting firm's third M&A deal since receiving a private equity investment from Reverence Capital Partners, which was announced this past June.
Technology November 2, 2026
How to Get Breached, Step 5: Paste Client Data Into Any AI
It is a tempting shortcut. It is also a fast way to lose control of the most sensitive records your clients ever hand you.
Firm Management November 2, 2026
HCVT is Now Holthouse, Establishes ESOP
Top 30 accounting firm Holthouse Carlin & Van Trigt, which has long been known as HCVT, has rebranded as Holthouse while also announcing on Oct. 29 that it has established an employee stock ownership plan.
Firm Management November 2, 2026
IRIS Expands Accountancy Portfolio with Launch of AI-Powered Document Management Solution
IRIS Document Management is now available in the UK and the US as a standalone solution or as part of an integrated bundle with IFM.
Firm Management October 30, 2026
Elliott Davis Adds Executive Search Practice
Top 50 accounting firm Elliott Davis is expanding its Human Capital advisory practice with the addition of an Executive Search practice, led by principals Brandon Bailey and Matt Barnes.
Firm Management October 29, 2026
3 Cybersecurity Priorities Before Tax Season
There are significant gaps in the key protections firms use to safeguard sensitive financial and client data.
AICPA October 29, 2026
AICPA Proposes Update of SOC 2 Trust Services Criteria to Enhance the Relevance, Usability and Value of CPAs’ Reports
The AICPA’s SOC 2 Working Group is seeking public comment on the exposure draft through Jan. 15, 2027.
Firm Management October 29, 2026
The Five Stages of Selling Your Firm
Allow yourself to grieve, with the dignity of knowing that all your work has culminated in a something that will outlive you.
Marketing October 29, 2026
Before You Rewrite for GEO, Make Sure You Own Your Firm’s Website
The rewrite is where the visibility gains come from. Ownership is what makes the rewrite possible