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Firm Management

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Firm Management December 11, 2025 

Client Experience as a Growth Strategy: Moving Beyond Compliance

Today, compliance isn’t enough to differentiate your firm. If you want to stay competitive, you need to focus on CX.

Katie Thomas

Featured Articles

December 11, 2025  

Professionals on the Move – Dec. 2025

December 10, 2025  

Patrick Accounting and Tax Services PLLC Announces Acquisition of Knight Home Care Financial PC

December 9, 2025  

Prosperity Partners Adds Farkouh, Furman & Faccio in New York

December 8, 2025  

Understanding Career Decisions in the Age of AI and Social Media

December 8, 2025  

Why ‘Getting One Step Better’ Should Be Every Accountant’s Client Philosophy
AI Hesitation Can Cost Firms – Here’s How to Catch Up

Firm Management May 22, 2025 

AI Hesitation Can Cost Firms – Here’s How to Catch Up

When it comes to AI, waiting isn’t neutral. It’s a decision. Firms that continue to hold back aren’t just standing still. They’re actively falling behind while others build.

Speakers on the Economy, Geopolitics and the Evolution of Accounting Highlight AICPA & CIMA ENGAGE 2025

Accounting May 21, 2025 

Speakers on the Economy, Geopolitics and the Evolution of Accounting Highlight AICPA & CIMA ENGAGE 2025

Other session topics will include private equity investment in the profession, the integration of artificial intelligence in different service lines and strategies to optimize talent.

Isaac M. O'Bannon

Rightworks Community Serves as a One-Stop Resource Hub for Accounting and Tax Professionals

Accounting May 21, 2025 

Rightworks Community Serves as a One-Stop Resource Hub for Accounting and Tax Professionals

Rightworks' online platform offers accounting and tax professionals the latest tools, insights, and actionable strategies from some of the profession’s most trusted advisors to help drive progress and inspire future-forward firms.

Jason Bramwell

BMSS Makes Strategic Investment in Technology Platform Knuula

Accounting May 21, 2025 

BMSS Makes Strategic Investment in Technology Platform Knuula

The top 100 firm said this week that it recently invested in Knuula, a Frisco, TX-based technology platform that specializes in generating engagement letters and other documents for accounting firms.

Jason Bramwell

Rightworks Launches New Cloud Tech Options for Accounting Firms

Accounting May 20, 2025 

Rightworks Launches New Cloud Tech Options for Accounting Firms

Rightworks Cloud Premier is a comprehensive package that modernizes accounting and tax firm operations by centralizing cloud and desktop app access, data, and security in one space.

Isaac M. O'Bannon

firm-staff-pixabay-geralt-hierarchy-g0ecfb2a4d_1280

Firm Management May 20, 2025 

The Transformation Triangle: A Holistic Approach to Organizational Change

By harmonizing project management, process management and change leadership, your firm can manage change and leverage it as a catalyst for innovation and growth.

Jim Boomer

Minnesota Legislature Passes CPA Licensure Bill

Firm Management May 20, 2025 

Minnesota Legislature Passes CPA Licensure Bill

Generally, the governor has 14 days to act on the presented bill. After that, without action, the bill becomes law.

72 Percent of Professionals Report Using Some Form of AI at Work

Firm Management May 20, 2025 

72 Percent of Professionals Report Using Some Form of AI at Work

The 2025 Technology Perceptions Survey queried more than 800 fee earners across the accounting, consulting, finance, and legal industries in the U.S. and U.K., and showed a significant shift in how professionals view and use AI.

Isaac M. O'Bannon

Eide Bailly Adds Traner Smith in Washington

Mergers and Acquisitions May 19, 2025 

Eide Bailly Adds Traner Smith in Washington

The top 20 firm said Monday it's expanding its presence in the Pacific Northwest by adding Traner Smith, an Edmonds, WA-based accounting firm, effective June 2.

Jason Bramwell

Grant Thornton US Adds Dutch Affiliate to Multinational Platform

Mergers and Acquisitions May 19, 2025 

Grant Thornton US Adds Dutch Affiliate to Multinational Platform

Top 10 firm Grant Thornton US said on May 16 that Grant Thornton Netherlands will be joining a multinational platform of firm affiliates the U.S. business created when it acquired Grant Thornton Ireland late last year.

Jason Bramwell

EisnerAmper’s Kristen Lewis Named 2025 Accounting Marketer of the Year

Marketing May 19, 2025 

EisnerAmper’s Kristen Lewis Named 2025 Accounting Marketer of the Year

The Association for Accounting Marketing award, which was presented to Lewis on May 13, recognizes a marketing professional who has shown outstanding performance in the field of accounting marketing.

Jason Bramwell

Mauldin & Jenkins Joins Forces With Bradshaw, Gordon & Clinkscales in South Carolina

Mergers and Acquisitions May 16, 2025 

Mauldin & Jenkins Joins Forces With Bradshaw, Gordon & Clinkscales in South Carolina

The merger, which is effective June 1, aligns with the top 75 firm's mission to offer comprehensive accounting and advisory solutions to clients while expanding its footprint in key markets, Mauldin & Jenkins Managing Partner Hanson Borders said.

Jason Bramwell

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