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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
47% of Workers Plan to Job Hunt in 2026, But 53% Are Staying Put Amid Market Fear

Staffing January 8, 2026 

47% of Workers Plan to Job Hunt in 2026, But 53% Are Staying Put Amid Market Fear

Workers want higher pay, better benefits, and more growth — but many fear a weakening job market, longer hiring timelines, and the risk of losing stability or remote work.

Isaac M. O'Bannon

2026 CES Top Tech and Gadgets

Accounting January 8, 2026 

2026 CES Top Tech and Gadgets

The International Consumer Electronics Show (CES) kicked off this week showcasing the latest technologies, trends, and gadgets coming to your home and your office. 

Roman Kepczyk

Aprio Merges in Two Oregon-Based CPA Firms

Mergers and Acquisitions January 7, 2026 

Aprio Merges in Two Oregon-Based CPA Firms

The top 25 firm has kicked off the new year by making its foray into the Pacific Northwest, announcing Jan. 7 that it has merged with two CPA firms in the greater Portland area: Delap LLP and Hoffman, Stewart & Schmidt PC.

Jason Bramwell

PYA Names David McMillan Next President and CEO

Firm Management January 7, 2026 

PYA Names David McMillan Next President and CEO

McMillan officially succeeded his friend and mentor Marty Brown as PYA president on Jan. 1, and he will assume the title of CEO from Brown on Jan. 1, 2027.

Jason Bramwell

Lori Roth Takes Over as CEO of Prager Metis

Firm Management January 7, 2026 

Lori Roth Takes Over as CEO of Prager Metis

Previously co-managing partner of Prager Metis along with Glenn Friedman, Lori Roth was named CEO of the top 60 accounting firm and Stuart Mayer was named COO, effective Jan. 1.

Jason Bramwell

Sax Adds Scheidel, Sullivan & Lanni CPA and Sierra Financial Advisors

Mergers and Acquisitions January 7, 2026 

Sax Adds Scheidel, Sullivan & Lanni CPA and Sierra Financial Advisors

The top 75 accounting firm said Jan. 7 it has acquired Scheidel, Sullivan & Lanni CPA, while its subsidiary, Sax Wealth Advisors, acquired Sierra Financial Advisors, SSL's wealth management arm, effective Jan. 4.

Jason Bramwell

Mauldin & Jenkins Merges in The Prinzo Group in Georgia

Mergers and Acquisitions January 7, 2026 

Mauldin & Jenkins Merges in The Prinzo Group in Georgia

The top 60 firm is expanding its Governmental Advisory practice through a merger with The Prinzo Group, a government-focused technology firm that specializes in system modernization, procurement, and policy implementation.

Jason Bramwell

SSC CPAs + Advisors Combines with Harrison Henderson in Oklahoma

Mergers and Acquisitions January 7, 2026 

SSC CPAs + Advisors Combines with Harrison Henderson in Oklahoma

Topeka, KS-based SSC CPAs + Advisors, an INSIDE Public Accounting top 400 firm by revenue, has merged with Harrison Henderson, a public accounting firm with offices in Oklahoma.

Jason Bramwell

Symphona Acquires Southeastern Accounting Firm Schell & Hogan

Mergers and Acquisitions January 6, 2026 

Symphona Acquires Southeastern Accounting Firm Schell & Hogan

Clients of both organizations will benefit from enhanced resources, broader service offerings, and a unified team dedicated to creating value in every relationship.

Isaac M. O'Bannon

Stephano Slack Combines with CL Rotz and Associates in Pennsylvania

Mergers and Acquisitions January 6, 2026 

Stephano Slack Combines with CL Rotz and Associates in Pennsylvania

The Wayne, PA-based accounting firm closed out 2025 by announcing it has merged in CL Rotz and Associates, an accounting firm based in Oreland, PA, effective Dec. 15.

Jason Bramwell

Capstone Adds North Star Tax & Accounting in Washington

Mergers and Acquisitions January 6, 2026 

Capstone Adds North Star Tax & Accounting in Washington

Bend, OR-based Capstone Accounting and Tax said Dec. 29 it has added North Star Tax & Accounting, further expanding its presence in Washington state with locations in Snohomish and Lynden.

Jason Bramwell

Armanino Adds New York-Based Sales Tax Defense

Mergers and Acquisitions January 6, 2026 

Armanino Adds New York-Based Sales Tax Defense

Deer Park, NY-based Sales Tax Defense, a firm specializing exclusively in sales and use tax matters, has joined Armanino, the top 20 accounting firm said on Jan. 6.

Jason Bramwell

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