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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
riskmanagement-100041109-large_11143534

Risk Management March 4, 2025 

The Strategic Advantage of a Change Advisory Board

One helpful tool for structured change management is the Change Advisory Board (CAB). It’s a concept long used in IT and now gaining traction in broader business and project management functions.

Amanda Wilkie

Moss Adams Buys 360 Cloud Solutions and 360 Cloud Apps

Mergers and Acquisitions March 4, 2025 

Moss Adams Buys 360 Cloud Solutions and 360 Cloud Apps

With the purchase, Moss Adams, which is a NetSuite Solution Provider and Alliance Partner, doubles the size of its NetSuite Implementation Services, augmenting existing resources and adding new product solutions, the top 15 accounting firm said on March 4.

Jason Bramwell

Aprio Adds Unclaimed Property Compliance Capabilities with Addition of JMS Advisory Group

Firm Management March 4, 2025 

Aprio Adds Unclaimed Property Compliance Capabilities with Addition of JMS Advisory Group

Aprio has acquired JMS Advisory Group, LLC (JMS), a firm specializing in unclaimed property compliance and escheat process development and improvement, located in Atlanta.

Isaac M. O'Bannon

AICPA Pushes Back on Treasury Final Regulations on Related-Party Basis Adjustment Transactions

Taxes March 3, 2025 

AICPA Pushes Back on Treasury Final Regulations on Related-Party Basis Adjustment Transactions

In its latest comment letter, the AICPA urges immediate suspension and removal of the final regulations due to the impractical provisions and administrative burdens it imposes.

Isaac M. O'Bannon

The Power of Career Conversations: Are You Engaging with Your Team?

Firm Management March 3, 2025 

The Power of Career Conversations: Are You Engaging with Your Team?

Career conversations are a simple but powerful way to show your team that you want them to be successful—and satisfied. So, ask yourself: When was the last time I had career conversations with my staff members?

Steve Saah

Review of Zoho for Firms – The Accounting Technology Lab Podcast – Feb. 2025

February 28, 2025 

Review of Zoho for Firms – The Accounting Technology Lab Podcast – Feb. 2025

In this video and podcast, Randy Johnston and Brian Tankersley, CPA, review ZOHO for Firms in their roundup of AI systems for accounting firms.

Brian Tankersley, Randy Johnston

Springline Advisory and EFPR Advisory Partner to Expand Accounting Reach Across Northeastern U.S.

Firm Management February 27, 2025 

Springline Advisory and EFPR Advisory Partner to Expand Accounting Reach Across Northeastern U.S.

The partnership emphasizes both firms' dedication to efficient operations and market expansion while prioritizing its people by retaining and cultivating top-tier talent and professional development programs.

Isaac M. O'Bannon

Baker Tilly Set to Buy Hayflich CPAs in West Virginia

Mergers and Acquisitions February 27, 2025 

Baker Tilly Set to Buy Hayflich CPAs in West Virginia

The top 10 accounting firm is planning to expand its presence in the Mid-Atlantic region saying Thursday it's intending to acquire Huntington, WV-based Hayflich CPAs.

Jason Bramwell

AICPA Submits Request for Updates, Request to Testify on Circular 230

AICPA February 26, 2025 

AICPA Submits Request for Updates, Request to Testify on Circular 230

The AICPA’s recommendations were submitted to clarify the proposed revisions to the Treasury’s standards, as well as other rules that tax and valuation practitioners must follow.

Isaac M. O'Bannon

Why Your People Leave: Creating a Culture That Makes Them Want to Stay

Firm Management February 26, 2025 

Why Your People Leave: Creating a Culture That Makes Them Want to Stay

Creating a firm where people choose to stay isn't about policies or perks—it's about building an environment where work-life harmony thrives and professional growth feels limitless.

Amy Vetter

AICPA Adds Rightworks Cloud and Security Program to Member Discount Program

Firm Management February 26, 2025 

AICPA Adds Rightworks Cloud and Security Program to Member Discount Program

The collaboration provides AICPA members with exclusive discounts on Rightworks WISP and Total Security solutions, empowering firms and small businesses to stay ahead of security threats.

Isaac M. O'Bannon

CohnReznick Gets Growth Investment from Apax Funds

Firm Management February 26, 2025 

CohnReznick Gets Growth Investment from Apax Funds

The top 20 accounting firm holds a strong position in the competitive professional services market, offering a diverse range of services, maintaining industry-leading client satisfaction, and earning recognition as an employer of choice.

Isaac M. O'Bannon

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