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Firm Management

AICPA News – May 2026

Accounting May 4, 2026 

AICPA News – May 2026

AICPA News is a roundup of recent announcements from the American Institute of CPAs.

Mary Girsch-Bock

Featured Articles

May 4, 2026  

7 Phrases Every CPA Leader Should Listen for in M&A Talks

May 4, 2026  

Frazier & Deeter Acquires Copeland Buhl in Minnesota

May 4, 2026  

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

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
AICPA and NASBA Approve of Alternate CPA Licensure Paths

Accounting May 14, 2025 

AICPA and NASBA Approve of Alternate CPA Licensure Paths

The AICPA and NASBA have given the green light to expanding the accounting profession's model law, the Uniform Accountancy Act, to include a new optional pathway for CPA candidates to obtain licensure, the two groups said on Wednesday.

Jason Bramwell

Aprio Partner Lexy Kessler Elected AICPA Chair

Accounting May 14, 2025 

Aprio Partner Lexy Kessler Elected AICPA Chair

Over the next year as AICPA chair, Kessler said she will concentrate on shaping the future of the accounting profession and working closely with AICPA members to align the collective vision, strategy, and direction for success.

Jason Bramwell

7 Surprising Signs You’re Burning Out at Work, According to Experts

Accounting May 14, 2025 

7 Surprising Signs You’re Burning Out at Work, According to Experts

Business experts reveal the seven silent signs of job burnout you might already be experiencing—plus what to do about them before it starts impacting your mental health, productivity, and long-term career.

Lead Magnets That Actually Work for Accounting Firms

Accounting May 13, 2025 

Lead Magnets That Actually Work for Accounting Firms

The success of your marketing often hinges on the strength of your lead magnets. If you want real engagement, you need a lead magnet that solves a specific problem, builds trust, and reflects your firm’s personality.

Becky Livingston

Accounting Seen as a Gateway for Entrepreneurial Ambitions and Skills, ACCA Survey Finds

Accounting May 13, 2025 

Accounting Seen as a Gateway for Entrepreneurial Ambitions and Skills, ACCA Survey Finds

More than half of North American accounting and finance professionals have career ambitions to be entrepreneurs, while two-thirds are interested in pursuing a career focused on environmental issues.

Jason Bramwell

TaxPlanIQ Hosts Free Virtual Tax Advisory Summit

Accounting May 9, 2025 

TaxPlanIQ Hosts Free Virtual Tax Advisory Summit

The one-day free virtual summit, "2025 Tax Advisory Summit: Work Less and Earn More," on May 16 aims to provide a complete playbook for firm owners looking to start offering or enhance their existing tax planning and advisory services.

Jason Bramwell

How AI is Revolutionizing Financial Planning

Firm Management May 9, 2025 

How AI is Revolutionizing Financial Planning

AI uptake has been strong, with financial planners using AI to streamline client data collection, risk profiling, and communications.

Isaac M. O'Bannon

Ranking the Best Accounting and Tax Tech for 2025: Professionals Vote for Their Favorites in the Readers’ Choice Awards

Accounting May 9, 2025 

Ranking the Best Accounting and Tax Tech for 2025: Professionals Vote for Their Favorites in the Readers’ Choice Awards

Now in their 21st year, the awards allow tax and accounting professionals from various specialties to identify the technologies they have found to be essential to their practice, including performing client service functions, staff management, collaboration, resource management, payroll, communications, or other tasks.

Isaac M. O'Bannon

Carl Peterson, Longtime Advocate for Small CPA Firms, Retires from AICPA

AICPA May 8, 2025 

Carl Peterson, Longtime Advocate for Small CPA Firms, Retires from AICPA

Peterson’s retirement caps a tenure at AICPA and a broader career defined by advocacy and an unwavering commitment to elevating the voices of small firms across the accounting profession.

Isaac M. O'Bannon

Xero and Karbon Partner to Streamline Firm Workflow

Accounting May 8, 2025 

Xero and Karbon Partner to Streamline Firm Workflow

Xero has announced integration with Karbon to deliver a solution designed to help accounting professionals save time, simplify workflows and boost productivity.

Isaac M. O'Bannon

Archived Webcast: New Software & You: Elevating Your Tech Stack

Accounting May 29, 2025  Sponsored

Archived Webcast: New Software & You: Elevating Your Tech Stack

Join Joe Wroblewski and CPA Practice Advisor as we explore tech stack evaluation, and to make sure you're on the right track to reap the benefits of true cohesion.

PwC RIF’d About 2% of Its U.S. Workforce

Firm Management May 6, 2025 

PwC RIF’d About 2% of Its U.S. Workforce

Fresh off the launch of its new logo comes a fresh round of layoffs at PwC, as the Big Four accounting firm is letting go of about 1,500 U.S. employees this week.

Jason Bramwell

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