Firm Management February 6, 2026
Wipfli Partners with The Caddie Network
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
Mergers and Acquisitions July 16, 2025
Armanino Adds Strategic Accounting Outsourced Solutions
The top 20 firm has expanded its managed service offerings by joining forces with SAOS, a specialized outsourced accounting firm.
Mergers and Acquisitions July 16, 2025
Welch & Co. and SingerLewak Combine
Known for serving high-net-worth individuals, closely held businesses, and families, Welch & Co. has a strong focus on estate and trust matters and has successfully guided family-owned businesses through their lifecycle.
Firm Management July 16, 2025
Experiences 2025 – Strategic Tech Stack
Revisit your strategy and tactics. Now is not the time to look for SALY (Same as Last Year). Consider innovations that will benefit your team, your clients, and your partners.
Firm Management July 15, 2025
The Rise of Non-CPAs in CPA Firm Acquisitions
A growing number of non-CPA buyers are acquiring multiple CPA firms to build scalable, regional, and niche accounting businesses.
Taxes September 12, 2025
On-Demand CPE Webinar: Using Technology to Deliver Efficiencies and Elevate Your Tax Clients’ Experience
In today’s fast-paced tax environment, leveraging technology is key to delivering an exceptional client experience while improving efficiency within your firm.
Firm Management July 15, 2025
Whitepaper: Transform Your Firm’s Tax Workflow: 5+ Proven Strategies to Eliminate Low-Value Tasks
Stay informed about current trends in tax and advisory services. What to expect: Click here to access this free whitepaper.
CAS July 15, 2025
Why Now is the Right Time to Modernize Client Accounting Services
The tools are ready, the market is demanding, and the opportunities are vast. The question is no longer if your firm's client accounting services should adopt AI, but when—and the answer is NOW.
Mergers and Acquisitions July 15, 2025
Deloitte Tax Goes Shopping in Cincinnati to Enhance Fiduciary Tax Services
The tax practice of Big Four firm Deloitte said July 14 it has acquired certain assets of Trust Processing Solutions, a Cincinnati, OH-based boutique firm that specializes in fiduciary tax compliance.
Firm Management July 29, 2025
Archived Webcast: How Tax Automation Helps Firms Budget for the Short and Long Term
A singular workflow solution not only makes your firm more efficient but can make budgeting much simpler. One tool that handles everything from source document gathering all the way to tax return assembly/delivery—and automates manual tasks like intake, signatures, and deadline reminders—makes your firm a more attractive employer, too.
Accounting July 14, 2025
AICPA and CIMA Recognized as a Great Place to Work in 2025
AICPA and CIMA are certified as a Great Place to Work in eight countries: the United States, United Kingdom, Malaysia, China, India, South Africa, Poland and Sri Lanka.
Firm Management July 11, 2025
Building Newsletters People Actually Read (and Click)
Let’s be honest, B2B email open rates could be better. Especially in the accounting profession, where inboxes are flooded with technical updates, IRS alerts, and industry jargon.
Firm Management July 11, 2025
Being Bold Is About More than PE
CPA firms today need to be bold—and find every way to ensure their firm remains sustainable and successful. Be bold and make positive steps to become the firm you are meant to be.