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Firm Management

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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
Archived Webcast: The Future of Intake Documentation for Tax Firms and Accounting Professionals

Automation November 25, 2025  Sponsored

Archived Webcast: The Future of Intake Documentation for Tax Firms and Accounting Professionals

The first mile of the tax process is fraught with cumbersome, time-consuming tasks. But leveraging emerging technology can radically change that experience for firms. Automation and AI are drastically shortening that first mile by taking monotonous tasks like source document gathering and organization off of firms’ plates.

Citrin Cooperman Brings Aboard KBFM in Nashville

Mergers and Acquisitions November 11, 2025 

Citrin Cooperman Brings Aboard KBFM in Nashville

Nashville-based business management and tax firm KBFM has joined Citrin Cooperman, establishing the top 20 accounting firm's first physical office in Music City.

Jason Bramwell

college-graduation1

Accounting November 11, 2025 

CPAs Across America Join Forces to Inspire Students to Pursue Accounting Careers

Throughout November, CPAs and state CPA societies across the United States will host classroom visits, career fairs, and community events aimed at inspiring the next generation of accounting professionals.

Professionals on the Move – Nov. 2025 – Part 2

Firm Management November 11, 2025 

Professionals on the Move – Nov. 2025 – Part 2

Professionals on the Move is a round-up of recent hirings, promotions, and recognitions from around the accounting profession.

Mary Girsch-Bock

Private Equity is Gobbling Up Accounting Firms—But Not This Atlanta Firm

Firm Management November 10, 2025 

Private Equity is Gobbling Up Accounting Firms—But Not This Atlanta Firm

Atlanta's Moore Colson is determined to stay independent as private equity firms acquire competitors.

Insero Advisors Merges in DeMott & Smith CPAs in New York

Mergers and Acquisitions November 10, 2025 

Insero Advisors Merges in DeMott & Smith CPAs in New York

Rochester, NY-based DeMott & Smith CPAs has joined Insero Advisors, an INSIDE Public Accounting top 300 firm also based in Rochester, effective Oct. 31.

Jason Bramwell

The State of Accounting Tech with Mary Delaney (Part 2) – The Accounting Technology Lab Podcast – Nov. 2025

Technology November 7, 2025 

The State of Accounting Tech with Mary Delaney (Part 2) – The Accounting Technology Lab Podcast – Nov. 2025

Accounting technologists Randy Johnston and Brian Tankersley, CPA, discuss the state of technology in the accounting space, including advancements in AI for firm management and client services. The Accounting Tech Lab is an ongoing series that explores the intersection of public accounting and technology.

Brian Tankersley, Randy Johnston

Qount Unveils Next-Generation UX/UI Redesign for Accounting Firms

Firm Management November 7, 2025 

Qount Unveils Next-Generation UX/UI Redesign for Accounting Firms

It features a modern, intelligent interface and introduces smarter navigation, cleaner visuals, and Qount Artificial Intelligence-driven workflows that make everyday firm management simpler and faster than ever.

Grassi Acquires OnePoint Franchise Accounting in Colorado

Mergers and Acquisitions November 6, 2025 

Grassi Acquires OnePoint Franchise Accounting in Colorado

The top 60 accounting firm announced Nov. 6 the acquisition of OnePoint Franchise Accounting, a move that expands the reach of Grassi Franchise Services and adds a significant roster of restaurant and food franchise clients.

Jason Bramwell

Forwardly Launches AI Platform for Real-Time Payments for SMBs and Firms

Accounting November 6, 2025 

Forwardly Launches AI Platform for Real-Time Payments for SMBs and Firms

The new platform introduces a ground-up approach to automation, combining intelligent financial workflows, real-time payments, and deep accounting integrations to modernize how businesses manage cash flow.

Isaac M. O'Bannon

Citrin Cooperman Adds Gatto, Pope & Walwick in California

Mergers and Acquisitions November 6, 2025 

Citrin Cooperman Adds Gatto, Pope & Walwick in California

The top 20 firm said Nov. 6 it has an agreement in place to buy GPW, a San Diego-based accounting and advisory firm, in a deal expected to close in December.

Jason Bramwell

Expensify Launches First Hybrid ‘Contextual’ AI Expense Agent

Technology November 5, 2025 

Expensify Launches First Hybrid ‘Contextual’ AI Expense Agent

Combining cutting-edge AI with round-the-clock human expertise, Concierge helps members save time and money by managing expenses through chat, email, and text.

Isaac M. O'Bannon

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