Firm Management

Firm Management July 14, 2026 

Prosperity Partners has completed its first flip, as private equity group Lightyear Capital has made a majority investment in the Chicago-based tax, client accounting, and transaction support services firm, while Unity Partners maintains a minority stake.

Jason Bramwell

Firm Management July 14, 2026 

This marks Platform’s first South Carolina-based location and expands its reach in the Southeastern United States.  

Isaac M. O'Bannon

Accounting July 14, 2026 

Accounting firms are under pressure to do more with fewer people while clients increasingly expect proactive guidance instead of historical reporting.

Firm Management July 13, 2026 

Based in Bangalore, Finactro is an accounting advisory and finance outsourcing firm founded by former Big Four professionals.

Isaac M. O'Bannon

Firm Management July 13, 2026 

Most AI tools available to firms today are sophisticated question-answerers: you ask, they respond, and the work of applying that answer is still yours.

David Yue

Firm Management July 13, 2026 

Instead of asking how automation can optimize firm overhead, firm leaders must challenge themselves to ask a more transformative question: How can AI provide real-time, proactive growth strategies that directly benefit your clients?

Rachel Farris, CPA

Accounting July 13, 2026 

The 40 Under 40 Awards spotlight the top practicing public accountants, educators and thought leaders who are leading their profession. Deadline is Jan 11, 2027.

Isaac M. O'Bannon

Taxes July 12, 2026 

Get ready for next tax season with a real security program instead of a folder that only gets opened when an audit demands it.

Scott Carr

Firm Management July 10, 2026 

A succession plan built on assumptions is likely to fall short of expectations when it matters most.

Steve Saah

Mergers and Acquisitions July 8, 2026 

Top 100 accounting firm BMSS Advisors & CPAs has merged in Fairhope, AL-based CPA firm Avizo Group, effective July 1.

Jason Bramwell

AICPA July 8, 2026 

This award is granted to CPA candidates who obtain a cumulative average score above 95.50 across four sections of the Uniform CPA Exam.

Mary Girsch-Bock

Firm Management July 8, 2026 

Its logo is widely visible atop a 52-story skyscraper on Figueroa Street in downtown Los Angeles, but PwC's lease there expires in 2028 and the firm has agreed to move that year to a premier building in Century City.