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Firm Management

AI Adoption in CPA Firms: Benefits, Challenges and Best Practices for Leaders

Firm Management May 4, 2026 

AI Adoption in CPA Firms: Benefits, Challenges and Best Practices for Leaders

Realizing the benefits of AI use depends less on how quickly firms can adopt new capabilities and more on how they put them to work with structure, purpose and oversight.

Steve Saah

Featured Articles

May 1, 2026  

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

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
Experiences 2025 – Strategic Tech Stack

Firm Management July 16, 2025 

Experiences 2025 – Strategic Tech Stack

Revisit your strategy and tactics. Now is not the time to look for SALY (Same as Last Year). Consider innovations that will benefit your team, your clients, and your partners.

Randy Johnston

The Rise of Non-CPAs in CPA Firm Acquisitions

Firm Management July 15, 2025 

The Rise of Non-CPAs in CPA Firm Acquisitions

A growing number of non-CPA buyers are acquiring multiple CPA firms to build scalable, regional, and niche accounting businesses.

On-Demand CPE Webinar: Using Technology to Deliver Efficiencies and Elevate Your Tax Clients’ Experience  

Taxes September 12, 2025 

On-Demand CPE Webinar: Using Technology to Deliver Efficiencies and Elevate Your Tax Clients’ Experience  

In today’s fast-paced tax environment, leveraging technology is key to delivering an exceptional client experience while improving efficiency within your firm.

Whitepaper: Transform Your Firm’s Tax Workflow: 5+ Proven Strategies to Eliminate Low-Value Tasks

Firm Management July 15, 2025 

Whitepaper: Transform Your Firm’s Tax Workflow: 5+ Proven Strategies to Eliminate Low-Value Tasks

Stay informed about current trends in tax and advisory services. What to expect: Click here to access this free whitepaper.

Why Now is the Right Time to Modernize Client Accounting Services

CAS July 15, 2025 

Why Now is the Right Time to Modernize Client Accounting Services

The tools are ready, the market is demanding, and the opportunities are vast. The question is no longer if your firm's client accounting services should adopt AI, but when—and the answer is NOW.

Deloitte Tax Goes Shopping in Cincinnati to Enhance Fiduciary Tax Services

Mergers and Acquisitions July 15, 2025 

Deloitte Tax Goes Shopping in Cincinnati to Enhance Fiduciary Tax Services

The tax practice of Big Four firm Deloitte said July 14 it has acquired certain assets of Trust Processing Solutions, a Cincinnati, OH-based boutique firm that specializes in fiduciary tax compliance.

Jason Bramwell

Archived Webcast: How Tax Automation Helps Firms Budget for the Short and Long Term

Firm Management July 29, 2025 

Archived Webcast: How Tax Automation Helps Firms Budget for the Short and Long Term

A singular workflow solution not only makes your firm more efficient but can make budgeting much simpler. One tool that handles everything from source document gathering all the way to tax return assembly/delivery—and automates manual tasks like intake, signatures, and deadline reminders—makes your firm a more attractive employer, too.

AICPA and CIMA Recognized as a Great Place to Work in 2025

Accounting July 14, 2025 

AICPA and CIMA Recognized as a Great Place to Work in 2025

AICPA and CIMA are certified as a Great Place to Work in eight countries: the United States, United Kingdom, Malaysia, China, India, South Africa, Poland and Sri Lanka.

Isaac M. O'Bannon

Building Newsletters People Actually Read (and Click)

Firm Management July 11, 2025 

Building Newsletters People Actually Read (and Click)

Let’s be honest, B2B email open rates could be better. Especially in the accounting profession, where inboxes are flooded with technical updates, IRS alerts, and industry jargon.

Becky Livingston

Leadership cloud 1  55783df36cddb

Firm Management July 11, 2025 

Being Bold Is About More than PE

CPA firms today need to be bold—and find every way to ensure their firm remains sustainable and successful. Be bold and make positive steps to become the firm you are meant to be.

High Road Leadership: Become the Leader Your Team Deserves

Firm Management July 10, 2025 

High Road Leadership: Become the Leader Your Team Deserves

Leadership isn’t about titles or corner offices. It’s about people. It’s about showing up with integrity, putting others first and doing the hard work of bringing people together when it would be easier to divide.

Sandra Wiley

Career Reinvention is Necessary Due to AI Transformation

Payroll July 9, 2025 

Career Reinvention is Necessary Due to AI Transformation

Automation and AI-driven disruption is making reemployment harder, while many workers underestimate the role of AI in job loss.

Isaac M. O'Bannon

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