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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
Capstone Accounting and Tax Acquires Keller & Mendoza CPAs, Sargent CPA

Mergers and Acquisitions April 23, 2025 

Capstone Accounting and Tax Acquires Keller & Mendoza CPAs, Sargent CPA

Fresh off receiving a private equity investment, Bend, OR-based Capstone has expanded into Colorado and increased its presence in Oregon by adding Keller & Mendoza CPAs and Sargent CPA.

Jason Bramwell

Chahal & Associates Acquired By Financial Services Firm Earned Wealth

Mergers and Acquisitions April 23, 2025 

Chahal & Associates Acquired By Financial Services Firm Earned Wealth

The Hercules, CA-based tax and accounting firm has joined Earned, a New York City-based comprehensive wealth and tax firm that provides financial services for doctors, their families, and their practices.

Jason Bramwell

Baker Tilly/Moss Adams Union is Happening

Firm Management April 21, 2025 

Baker Tilly/Moss Adams Union is Happening

The megamerger between the two top 15 accounting firms, which was announced April 21, would likely put Baker Tilly into the top six firms in the U.S. by revenue. The deal is expected to close in early June.

Jason Bramwell

Indiana Becomes Latest State to Reform CPA Licensure Rules

Accounting April 18, 2025 

Indiana Becomes Latest State to Reform CPA Licensure Rules

Governor Michael Braun (R) signed HEA 1143 into law on April 16, 2025, making Indiana one of the first 10 states to adopt an additional pathway to CPA licensure.

Isaac M. O'Bannon

Archived Webcast: Emerging Technology for an Efficient Audit

Accounting May 19, 2025  Sponsored

Archived Webcast: Emerging Technology for an Efficient Audit

Emerging technologies are rapidly changing auditing. From enhanced accuracy to streamlined workflows, these innovations are transforming the way CPAs and auditors work. But how can you harness the potential of these tools to stay ahead of the curve?

Review and Interview with SafeSend – The Accounting Technology Lab Podcast – April 2025

Accounting Technology Lab Podcast April 18, 2025 

Review and Interview with SafeSend – The Accounting Technology Lab Podcast – April 2025

In this video and podcast, Randy Johnston and Brian Tankersley, CPA, discuss Thomson Reuters SafeSend. Watch the video, listen to the audio podcast below, or read the transcript.

Brian Tankersley, Randy Johnston

Experiences 2025 – Agentic AI – Part 2 Implementation

Firm Management April 17, 2025 

Experiences 2025 – Agentic AI – Part 2 Implementation

Agentic AI is poised to significantly impact Public Accounting. Firms must adopt the right tools, governance strategies, and implementation approaches to successfully integrate Agentic AI into public accounting.

Randy Johnston

Here Are the 50 Most Prestigious Accounting Firms, According to Vault

Accounting April 17, 2025 

Here Are the 50 Most Prestigious Accounting Firms, According to Vault

A new ranking for 2026 from career website Vault.com is now out to remind accountants and soon-to-be accountants in college about which public accounting firms are considered the most prestigious in the U.S.

Jason Bramwell

document workflow solutions osg 1  564cd894d9c61

Firm Management April 16, 2025 

Third Annual State of Accounting Workflow and Automation Report Released

The 2025 report provides a detailed analysis of the most significant workflow challenges that emerged in 2024, emphasizing the ongoing issues with workflow inefficiencies.

Survey of Massachusetts CPAs Reveals Outmigration, Workforce Strains and Urgent Need for Tax Reform

Accounting April 16, 2025 

Survey of Massachusetts CPAs Reveals Outmigration, Workforce Strains and Urgent Need for Tax Reform

The report analyzes insights from nearly 200 CPAs representing approximately 4,600 high-income clients and dozens of in-state business leaders, offering a critical pulse on the tax, workforce and business trends.

13 is Not an Unlucky Number For PwC

Accounting April 15, 2025 

13 is Not an Unlucky Number For PwC

For the 13th consecutive year, PwC was named the top accounting firm in the U.S., according to the latest ranking of the best 25 firms to work for in 2026 from Vault.

Jason Bramwell

marketing geralt pixabay

Firm Management April 14, 2025 

AI Trends CPAs and Accounting Marketers Can’t Afford to Ignore

AI isn’t just some futuristic buzzword—it’s changing how CPAs, accounting firms, and their marketing teams operate right now. Here are some of the trends that’ll shape the accounting industry over the next year and how you can get ahead of the curve.

Becky Livingston

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