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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
Ascend Acquires Texas Accounting Firm Gollob Morgan Peddy

Firm Management January 6, 2026 

Ascend Acquires Texas Accounting Firm Gollob Morgan Peddy

The Tyler, TX, firm is the latest addition to Ascend’s Southwest footprint, adding nine partners and 100 staff to the Ascend team.

The Next Accounting Revolution: Turning AI Adoption Into Firmwide Resilience

Firm Management January 5, 2026 

The Next Accounting Revolution: Turning AI Adoption Into Firmwide Resilience

A new Stanford University study found that early-career jobs in AI-exposed fields like accounting have declined by 13% since 2022.

Wolf & Company Expands Bank and Credit Union Advisory Capabilities With Acquisition of Kafafian

Mergers and Acquisitions January 5, 2026 

Wolf & Company Expands Bank and Credit Union Advisory Capabilities With Acquisition of Kafafian

The Kafafian Group has provided consulting services for over 500 financial institutions in 40+ states with asset sizes up to $100 billion.

Isaac M. O'Bannon

PKF O’Connor Davies Merges in Bowman & Co. in New Jersey

Mergers and Acquisitions January 5, 2026 

PKF O’Connor Davies Merges in Bowman & Co. in New Jersey

The top 30 accounting firm has expanded its presence in the greater Philadelphia metro area after merging with Bowman & Co., a CPA firm with three offices in southern New Jersey, effective Jan. 1.

Jason Bramwell

UHY Combines with Manley Garvin in South Carolina

Mergers and Acquisitions January 5, 2026 

UHY Combines with Manley Garvin in South Carolina

The top 30 accounting firm now has its first office in South Carolina after announcing a deal Monday to merge with Manley Garvin, a Greenwood-based firm that provides tax, accounting, and assurance services.

Jason Bramwell

CohnReznick Adds Smith Schafer in Minnesota

Mergers and Acquisitions January 5, 2026 

CohnReznick Adds Smith Schafer in Minnesota

The top 15 accounting firm has made its first M&A deal of 2026, acquiring Minneapolis-based Smith Schafer & Associates, in a move that marks the top 15 accounting firm's entry into Minnesota.

Jason Bramwell

Nichols Cauley Makes Deals to Launch Financial Services Platform

Mergers and Acquisitions January 5, 2026 

Nichols Cauley Makes Deals to Launch Financial Services Platform

The top 200 accounting firm started the new year by announcing it has launched a new financial services platform geared toward privately held SMBs, self-made entrepreneurs, and family-owned companies that will be led by former Baker Tilly CEO Alan Whitman.

Jason Bramwell

CFO Strategy 980x653 1  58b6e7eeeb433

Firm Management January 5, 2026 

The Advantages of an Industry-Specific Go-to-Market Strategy

You gain measurable advantages when you use industry as the organizing lens for your go-to-market (GTM) strategy.

Jon Hubbard

Real-Time Financials and Advisory Services – The Accounting Technology Lab Podcast – Jan. 2026

Accounting Technology Lab Podcast January 2, 2026 

Real-Time Financials and Advisory Services – The Accounting Technology Lab Podcast – Jan. 2026

In this episode of the Accounting Technology Lab, Randy Johnston and Brian Tankersley interview Jeff Seibert, Founder and CEO of Digits, about the evolution of modern accounting, real-time financial intelligence, and the future of advisory services.

Brian Tankersley, Randy Johnston

Toombs, Hall & Foster Joins Whitley Penn

Firm Management January 2, 2026 

Toombs, Hall & Foster Joins Whitley Penn

Toombs, Hall & Foster works with diverse businesses, professions, groups and individuals, with a concentration in the areas of real estate, construction, oil and gas, professional services, retail, wholesale, manufacturing, and nonprofit organizations.

Isaac M. O'Bannon

Accounting Firm Ascend Acquires Sweeney Conrad in Seattle, Expands West Coast Presense

Firm Management December 30, 2025 

Accounting Firm Ascend Acquires Sweeney Conrad in Seattle, Expands West Coast Presense

Sweeney Conrad will adopt an alternative practice structure separating non-attest and attest services. Tax and business advisory services will be provided by Sweeney Conrad Advisors LLC.

Isaac M. O'Bannon

The Future of the CPA Firm

Firm Management December 30, 2025 

The Future of the CPA Firm

The accounting and professional services industry has operated unchanged for decades, but a wave of change is about to wash over the sector.

Tim Brackney

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