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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
Matthew Becker Ratified as Next CEO of BDO USA, Succeeding Wayne Berson in 2026

Firm Management July 9, 2025 

Matthew Becker Ratified as Next CEO of BDO USA, Succeeding Wayne Berson in 2026

Becker leads the strategy and operations of BDO USA’s tax practice, which has more than doubled in size since 2019.

Isaac M. O'Bannon

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Firm Management July 9, 2025 

Buckle Up: Crafting Effective Engagement Letters 

Rather than viewing an engagement letter as an administrative hassle or a non-value-added activity, consider it a tool that helps memorialize client discussions and manage expectations.

Platform Accounting Group Expands in Chicago

Firm Management July 9, 2025 

Platform Accounting Group Expands in Chicago

Madison Street Advisors, formerly McCormick Tax Group, is based in downtown Chicago and increases Platform’s presence in the Midwest region.

Isaac M. O'Bannon

Grant Thornton CFO Survey: Finance Leaders Remain Agile Amid Economic Turmoil

Small Business July 9, 2025 

Grant Thornton CFO Survey: Finance Leaders Remain Agile Amid Economic Turmoil

Business leaders and legislators also are concerned about the effects of the ballooning U.S. debt on the economy.

Isaac M. O'Bannon

Archived Webcast: What CPA Firms Are Really Struggling with in 2025: Insights from the Field

Accounting July 23, 2025  Sponsored

Archived Webcast: What CPA Firms Are Really Struggling with in 2025: Insights from the Field

CPA firms across the country know they need to modernize, but what are the real blockers standing in the way? In this CPE-eligible panel, we’ll unpack firsthand insights from the field.

CohnReznick Combines with Piascik & Associates in Virginia

Mergers and Acquisitions July 8, 2025 

CohnReznick Combines with Piascik & Associates in Virginia

Top 20 accounting firm CohnReznick announced Tuesday that it has combined with Richmond, VA-based tax firm Piascik & Associates, effective July 1.

Jason Bramwell

LMC Merges with Stephen A. Kepniss & Associates in New Jersey

Mergers and Acquisitions July 7, 2025 

LMC Merges with Stephen A. Kepniss & Associates in New Jersey

The deal enables LMC to expand its service offerings, particularly in tax advisory, real estate-related services, and specialized planning for high-net-worth individuals.

Jason Bramwell

Ascend Adds Accounting Firms in New York, North Carolina

Mergers and Acquisitions July 7, 2025 

Ascend Adds Accounting Firms in New York, North Carolina

Ascend has expanded its presence on the East Coast by adding two more accounting firms to its platform—Tronconi Segarra & Associates in Williamsville, NY, and BGW in Charlotte, NC—effective July 1.

Jason Bramwell

Sorren Adds Williams Overman Pierce in North Carolina

Mergers and Acquisitions July 7, 2025 

Sorren Adds Williams Overman Pierce in North Carolina

Sorren, which formed last spring and is comprised of 13 accounting firms across the U.S., has added a 14th firm to its roster—Raleigh, NC-based Williams Overman Pierce.

Jason Bramwell

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Accounting July 7, 2025 

AICPA News – July 2025

AICPA News is a collection of recent news briefs from the American Institute of CPAs and the Chartered Institute of Management Accountants.

Mary Girsch-Bock

Professionals on the Move – July 2025

Firm Management July 7, 2025 

Professionals on the Move – July 2025

Professionals on the Move is a round-up of recent hiring, promotion and other staffing announcements from around the profession.

Mary Girsch-Bock

Blue & Co. Expands Presence with New Office in Chattanooga, Tennessee

Firm Management July 7, 2025 

Blue & Co. Expands Presence with New Office in Chattanooga, Tennessee

The Chattanooga office will be led by Director Todd Schiavone who has more than 25 years of experience in healthcare consulting and reimbursement.

Isaac M. O'Bannon

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