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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
Archived Webcast: The Future of Your Firm: Unlocking Growth Through Integration, Innovation, and Insight

Firm Management December 4, 2025  Sponsored

Archived Webcast: The Future of Your Firm: Unlocking Growth Through Integration, Innovation, and Insight

Discover the roadmap to achieving future-ready success for your tax and accounting firm by joining us at our The Future of Your Firm: Unlocking Growth Through Integration, Innovation, and Insight webinar.

When Flexibility Becomes a Liability

Firm Management November 13, 2025 

When Flexibility Becomes a Liability

Remote and flexible workers often report that flexibility comes with an unspoken catch: they must be reachable at all times to “prove” they’re working.

How to Stay Ahead of AI-Driven Cyber Threats During the 2026 Tax Season

Technology November 12, 2025 

How to Stay Ahead of AI-Driven Cyber Threats During the 2026 Tax Season

The only way to stay ahead of cyberattacks next tax season is to move from a reactive mindset to a proactive security strategy. Always assume that someone, somewhere, is using AI to test your defenses. Your job is to ensure they fail.

Mercer Advisors Acquires Southern California Tax Firm Beach Freeman Lim & Cleland

Firm Management November 12, 2025 

Mercer Advisors Acquires Southern California Tax Firm Beach Freeman Lim & Cleland

All members of the BFLC team will join Mercer Advisors, with equity ownership opportunities available to full-time employees.

Should Accounting Firms Run Tax Season Ad Campaigns?

Firm Management November 12, 2025 

Should Accounting Firms Run Tax Season Ad Campaigns?

Tax season brings a familiar blend of urgency, opportunity, and pressure. You may wonder whether paid ads are worth the spend in a season when demand already feels high?

Becky Livingston

Aprio Set to Launch Aprio Alliance Next Year

Firm Management November 12, 2025 

Aprio Set to Launch Aprio Alliance Next Year

The top 25 accounting firm said it's combining Aprio Firm Alliance with Professional Services+, a practice acquired earlier this year from RSM US, to form Aprio Alliance—a comprehensive growth community for firms ranging in size from startup to market leaders.

Jason Bramwell

Hawaii-Based Accounting Firm Accuity Joins Crete

Firm Management November 12, 2025 

Hawaii-Based Accounting Firm Accuity Joins Crete

Crete Professional Alliance, a national partnership of accounting and advisory firms, announced Wednesday its newest and 30th member—Honolulu-based Accuity.

Jason Bramwell

Brown Edwards Acquires DesRoches & Co. in Virginia

Mergers and Acquisitions November 12, 2025 

Brown Edwards Acquires DesRoches & Co. in Virginia

The top 100 firm has acquired Virginia Beach, VA-based DesRoches, an accounting firm that has served the Hampton Roads community for nearly 40 years.

Jason Bramwell

Pinion Adds Great Plains CPA Firm Gifford & Cox

Mergers and Acquisitions November 12, 2025 

Pinion Adds Great Plains CPA Firm Gifford & Cox

The top 60 accounting firm said earlier this month that it has combined with CPA firm Gifford & Cox, a move that strengthens Pinion's presence in Nebraska, the Dakotas, Colorado, and Kansas.

Jason Bramwell

Archived Webcast: From Overwhelmed to Optimized: The CPA’s 60-Day Blueprint for a Stress-Free Tax Season

Firm Management December 2, 2025  Sponsored

Archived Webcast: From Overwhelmed to Optimized: The CPA’s 60-Day Blueprint for a Stress-Free Tax Season

Tax season is closing in and for most firms, it’s the same story every year: too much work, not enough time, and cash flow that never seems to catch up. But it doesn’t have to be that way. In this live, CPE-eligible session, IRIS Software and Apxium will share how forward-thinking firms are regaining control…

Archived Webcast: The Future of Intake Documentation for Tax Firms and Accounting Professionals

Automation November 25, 2025  Sponsored

Archived Webcast: The Future of Intake Documentation for Tax Firms and Accounting Professionals

The first mile of the tax process is fraught with cumbersome, time-consuming tasks. But leveraging emerging technology can radically change that experience for firms. Automation and AI are drastically shortening that first mile by taking monotonous tasks like source document gathering and organization off of firms’ plates.

Citrin Cooperman Brings Aboard KBFM in Nashville

Mergers and Acquisitions November 11, 2025 

Citrin Cooperman Brings Aboard KBFM in Nashville

Nashville-based business management and tax firm KBFM has joined Citrin Cooperman, establishing the top 20 accounting firm's first physical office in Music City.

Jason Bramwell

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