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Firm Management

Weaver Acquires SaaS Company Mass Ingenuity

Mergers and Acquisitions April 7, 2026 

Weaver Acquires SaaS Company Mass Ingenuity

Top 30 accounting firm Weaver has acquired Mass Ingenuity, a Portland, OR‑based SaaS company focused on enterprise performance management, effective April 1. 

Jason Bramwell

Featured Articles

April 7, 2026  

Why CPA Firms Risk Losing Influence Before the First Conversation

April 6, 2026  

Sax Buys Boutique Accounting Firm Faz Forensics

April 6, 2026  

Fortune’s “Best Companies to Work For” Includes Several Accounting Firms

April 6, 2026  

MYCPE ONE Launches Build-Operate-Transfer Model to Help Accounting Firms Own Their Offshore Operations

April 6, 2026  

Whether PE-Backed or Not, Building Client Relationships Must Remain a Priority
Platform Accounting Uncorks New Opportunities

Accounting August 5, 2025 

Platform Accounting Uncorks New Opportunities

The Northern California-based accounting firm AWG Wine Advisors, formerly Allen Wine Group, has joined Platform Accounting Group. AWG is based in Santa Rosa and expands Platform’s business accounting services to the wine industry.

Isaac M. O'Bannon

The Bonadio Group Employees Participate in 8th Annual Purpose Day

Firm Management August 4, 2025 

The Bonadio Group Employees Participate in 8th Annual Purpose Day

Volunteer duties will include outdoor landscaping, indoor clean-up, meal preparation and distribution, organization of donated items, and resident engagement at assisted living facilities.

Isaac M. O'Bannon

CPAClub Named CalCPA Firm of the Year

Firm Management August 4, 2025 

CPAClub Named CalCPA Firm of the Year

The recognition places a spotlight on CPAClub’s mission to transform the profession from the inside out. 

Isaac M. O'Bannon

Alexion.AI Emerges to Empower the Accounting Profession

Advisory August 1, 2025 

Alexion.AI Emerges to Empower the Accounting Profession

Alexion acts as connective tissue across firm systems: normalizing unstructured data, reconciling fragmented context, and building AI-powered memory infrastructure.

Isaac M. O'Bannon

Wipfli Scores Investment from New Mountain Capital

Firm Management August 1, 2025 

Wipfli Scores Investment from New Mountain Capital

This values-aligned partnership will accelerate Wipfli’s growth, expand its investments in talent and technology, and fuel innovation to deepen its impact where it matters most: clients and people.

Isaac M. O'Bannon

Edge Marketing Launches GEO Service to Boost Brand Authority in AI Search

Firm Management July 31, 2025 

Edge Marketing Launches GEO Service to Boost Brand Authority in AI Search

Traditional SEO alone is no longer sufficient; success now means being cited, sourced and recommended by both human audiences and generative AI.

Isaac M. O'Bannon

The Accounting Talent Shortage – The Accounting Technology Lab Podcast – August 2025

Accounting Technology Lab Podcast July 31, 2025 

The Accounting Talent Shortage – The Accounting Technology Lab Podcast – August 2025

Brian Tankersley, CPA, and Randy Johnston, discuss the accounting profession's talent shortage, and the ways firms and state societies are trying to remedy the challenges. Watch the video, listen to the audio, or read the transcript.

Brian Tankersley, Randy Johnston

The AI Hierarchy: Execs Use AI 4X More Than Frontline Workers

Firm Management July 30, 2025 

The AI Hierarchy: Execs Use AI 4X More Than Frontline Workers

A new report reveals a growing gap in AI adoption between senior leadership and frontline staff: while 72% of C-suite/VP executives use AI daily, only 18% of individual contributors (ICs) do the same.

Isaac M. O'Bannon

Grant Thornton to Join Forces with Auxis for Nearshoring Services

Firm Management July 29, 2025 

Grant Thornton to Join Forces with Auxis for Nearshoring Services

The transaction is another important step as Grant Thornton creates the industry’s first full-service advisory offering, amplified by AI and advanced technologies.

Isaac M. O'Bannon

Doeren Mayhew Merges with Atlanta-Area Firm AGL CPA Group

Mergers and Acquisitions July 29, 2025 

Doeren Mayhew Merges with Atlanta-Area Firm AGL CPA Group

The private equity-backed top 60 firm has expanded into the Atlanta market by combining with AGL CPA Group, a Duluth, GA-based CPA and advisory firm, effective July 16.

Jason Bramwell

Craig Underhill to Retire After 30 Years with BDCo; Guy Carl Named New Managing Partner

Firm Management July 29, 2025 

Craig Underhill to Retire After 30 Years with BDCo; Guy Carl Named New Managing Partner

In 2008, CPA Practice Advisor interviewed him for a series on forward-thinking accounting firms. Even back then, Underhill identified the importance of client relationships ...

Isaac M. O'Bannon

Your Boss Can Fire You For These Off-Duty Social Media Posts, Legal Expert Warns

Payroll July 29, 2025 

Your Boss Can Fire You For These Off-Duty Social Media Posts, Legal Expert Warns

A law firm CEO explains how at-will employment laws allow companies to terminate workers for off-duty social media activity that conflicts with their values.

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