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Firm Management

Financial Cents Brings Back WorkflowCon for 2026 — Bigger Than Ever and Still Free

Firm Management November 5, 2026 

Financial Cents Brings Back WorkflowCon for 2026 — Bigger Than Ever and Still Free

"WorkflowCon is an opportunity to ... learn from other firm owners, and think differently about how you're running your business."

Featured Articles

November 5, 2026  

UHY Continues National Expansion with Addition of Merki & Associates

November 5, 2026  

CDP Joins Sorren, Expanding Technology Solutions and Business Advisory Capabilities 

November 5, 2026  

AICPA and University of Phoenix Collaborate to Bring Profession-Informed Content to Finance for Business Course

November 4, 2026  

How Small CPA Firms Can Create Polished Marketing on a Budget

November 4, 2026  

EisnerAmper to Bring in RSM US’s Sage Intacct Practice
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Accounting October 26, 2026 

Accounting Professionals Asked How Life Outside of Work Impacts Their Careers

The researchers want to hear from at least 8,000 current and former accounting, finance, and related professionals nationwide.

Isaac M. O'Bannon

Climbing the Ladder: Stages and Drivers of Success in Investor-Backed Accounting Firms

Firm Management October 26, 2026 

Climbing the Ladder: Stages and Drivers of Success in Investor-Backed Accounting Firms

As private equity investment in professional services matures, many firms are finding that EBITDA growth and scale alone aren’t enough to compound value across multiple ownership cycles.

Dave Kuhlman, Maggie Miller

MFA Fatigue is Real. Turning It Off is Not an Option for Tax and Accounting Firms

Firm Management October 24, 2026 

MFA Fatigue is Real. Turning It Off is Not an Option for Tax and Accounting Firms

The FTC Safeguards Rule and the IRS expect multifactor authentication on every system that holds client data. Here’s how firms can meet that expectation and stop the attacks designed to get around it.

Scott Carr

Three Rules for Junior Accountants Competing With AI

Accounting October 24, 2026 

Three Rules for Junior Accountants Competing With AI

Junior accountants might find their usual workload of reconciliation, categorization, document collection, and tax prep has been taken over by AI.

Slava Orekoff

The Future of Your Tax Practice is Connected. Here’s Your Path Forward

Firm Management October 23, 2026 

The Future of Your Tax Practice is Connected. Here’s Your Path Forward

Connect your team, clarify next steps, and cut the chase—so your practice grows. Here’s how.

Lisa Erickson, Drake Software

Forvis Mazars Helps Special Olympics Athletes Embrace Health, Wellness, and Opportunity

Nonprofit October 23, 2026 

Forvis Mazars Helps Special Olympics Athletes Embrace Health, Wellness, and Opportunity

The Forvis Mazars Foundation focuses its charitable giving on three pillars: health and wellness, education, and food security.

Isaac M. O'Bannon

Klarna and TaxDome Partner for Payment Flexibility for Accounting Firms

Technology October 23, 2026 

Klarna and TaxDome Partner for Payment Flexibility for Accounting Firms

The integration makes Klarna available as a payment option for TaxDome’s 15,000+ firm customers and their 6 million clients.

Isaac M. O'Bannon

WilliamsMarston Acquires Charted’s NetSuite Services Practice

Mergers and Acquisitions October 22, 2026 

WilliamsMarston Acquires Charted’s NetSuite Services Practice

WilliamsMarston, a national accounting, tax, technology, transaction, and valuation advisory firm, has acquired the NetSuite Services practice from Charted, a provider of ERP-native accounts payable automation software.

Jason Bramwell

Platform Accounting Group Secures $355 Million Investment

Firm Management October 21, 2026 

Platform Accounting Group Secures $355 Million Investment

Platform says the strategic growth financing will provide additional capital to accelerate its acquisition strategy, expand its service offerings, and invest in technology and talent across the company.

Jason Bramwell

UHY Adds Whalen CPAs in Ohio

Mergers and Acquisitions October 21, 2026 

UHY Adds Whalen CPAs in Ohio

Top 30 accounting firm UHY has joined forces with Whalen CPAs, an accounting and advisory firm that has served businesses and individuals throughout Central Ohio since 1945.

Jason Bramwell

Prosperity Partners Acquires FHHP in New Jersey

Mergers and Acquisitions October 20, 2026 

Prosperity Partners Acquires FHHP in New Jersey

Chicago-based Prosperity Partners has acquired Fabietti, Hale, Hammerstedt & Powers, a full-service business advisory and accounting firm based in Egg Harbor Township, NJ.

Jason Bramwell

Is AI Safe for Accounting Practices? What You Need to Know (in Plain English)

Firm Management October 20, 2026 

Is AI Safe for Accounting Practices? What You Need to Know (in Plain English)

Choosing the right version of a tool matters. Consumer AI products often have different data policies than enterprise versions.

Luke Frye

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