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Firm Management

Nominations Open for 2026 ‘40 Under 40’ and ‘20 Under 40’ Awards

Accounting July 13, 2026 

Nominations Open for 2026 ‘40 Under 40’ and ‘20 Under 40’ Awards

The 40 Under 40 Awards spotlight the top practicing public accountants, educators and thought leaders who are leading their profession. Deadline is Nov. 2, 2026.

Isaac M. O'Bannon

Featured Articles

July 24, 2026  

Fuel Market Volatility and the Knowledge Gap: A Practical Playbook for Tax Teams

July 22, 2026  

Doeren Mayhew Acquires CPA Firms in Florida and Texas

July 22, 2026  

How Firm Principals Work Themselves Out of a Job

July 21, 2026  

Registration Open for Ensuring Success 2026 – Free Online CPE and IRS CE Conference Dec. 9-10, 2026

July 21, 2026  

Blaming Remote Work for an Accounting Talent Crisis Doesn’t Add Up  
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

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

meeting laptop pixabay Aymanejed-3196481_1920

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

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