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Firm Management

customerexperience 1  5626679e3cfbb

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
Grant Thornton Advisors Expands to Brazil

Firm Management November 19, 2025 

Grant Thornton Advisors Expands to Brazil

The additions will expand the platform’s integrated cross-border footprint to include 16 firms spanning 20 time zones.

Isaac M. O'Bannon

Why Firm Leaders Struggle to Spot Team Disengagement

Payroll November 14, 2025 

Why Firm Leaders Struggle to Spot Team Disengagement

A workplace productivity expert discusses the practice known as "overemployment" and explains why executives often miss early signs of team disengagement or divided attention.

cch

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…

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