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Firm Management

Tax Season Survival Index Measures the Human Cost of Tax Season on Professionals

Taxes May 1, 2026 

Tax Season Survival Index Measures the Human Cost of Tax Season on Professionals

The TSSI measures the cost to sleep, to health, to relationships, and to the professionals who run the engine of public accounting.

Featured Articles

May 1, 2026  

Sikich Buys Consulting Firm Jefferson Wells U.S. From ManpowerGroup in $100 Million Deal

May 1, 2026  

Technology Suites vs. Best in Breed – Accounting Technology Lab Podcast – May 2026

May 1, 2026  

The Dark Season: Why Q2 ‘Rest’ is Your Firm’s Biggest Growth Barrier

April 30, 2026  

3 Things Accounting Firms Must Fix to Stop Losing Clients

April 30, 2026  

Wipfli Adds Risk Management Firm CompliancePoint
How AI and Automation are Redefining Accounting in 2025

Firm Management August 6, 2025  Sponsored

How AI and Automation are Redefining Accounting in 2025

The accounting profession is undergoing a profound transformation, driven by rapid advancements in technology, particularly artificial intelligence (AI) and automation.

Scott Cytron

Earned Acquires Boston-Based CPA Firm Schwartz & Schwartz

Mergers and Acquisitions August 6, 2025 

Earned Acquires Boston-Based CPA Firm Schwartz & Schwartz

The deal is the financial services firm's third acquisition in the past year since receiving a $200 million investment in July 2024 from growth equity firms Summit Partners and Silversmith Capital Partners.

Jason Bramwell

Top 100 Accounting Firms Strike Deal, as Freed Maxick Joins Withum

Mergers and Acquisitions August 5, 2025 

Top 100 Accounting Firms Strike Deal, as Freed Maxick Joins Withum

Buffalo, NY-based Freed Maxick and Princeton, NJ-based Withum have combined, effective Aug. 1, in a deal involving two of the 100 largest accounting firms by revenue in the U.S.

Jason Bramwell

Prosperity Partners Acquires Pipaya in Virginia

Mergers and Acquisitions August 5, 2025 

Prosperity Partners Acquires Pipaya in Virginia

Private equity-backed tax and accounting firm Prosperity Partners said Tuesday it has added Vienna, VA-based transaction services firm Pipaya.

Jason Bramwell

Calvetti Ferguson Acquires Randy Walker & Co. in Texas

Mergers and Acquisitions August 5, 2025 

Calvetti Ferguson Acquires Randy Walker & Co. in Texas

Calvetti Ferguson has added San Antonio, TX-based Randy Walker & Co., a move that adds specialized nonprofit audit services and depth to the top 200 accounting firm's existing San Antonio team.

Jason Bramwell

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

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