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Firm Management

Accounting Firms Need an AI ‘Apprenticeship Ledger’

Technology September 1, 2026 

Accounting Firms Need an AI ‘Apprenticeship Ledger’

An "apprenticeship ledger" gives accounting firms a concrete way to protect the judgment pipeline.

Gleb Tsipursky

Featured Articles

August 31, 2026  

Springline Advisory Snaps Up Advisory Firm in Wisconsin

August 31, 2026  

BGM Adds John T. Chipman & Co. in Massachusetts

August 31, 2026  

Practice Panda Unveils Content Hub for Tax and Accounting Firms

August 31, 2026  

How Accounting Firms Can Protect Against the Rising Threat of Vishing

August 28, 2026  

The Gathering Storm – Open Source AI and Security: Accounting Technology Lab Podcast – August 2026
Crunchafi to Deliver Closing Session at CPAmerica New Partner Group Conference

Firm Management August 14, 2025 

Crunchafi to Deliver Closing Session at CPAmerica New Partner Group Conference

This session will cover how to identify key traits of supportive software vendors, spot red flags that may signal implementation challenges, prepare firm and client teams for rollouts and evaluate vendor support for data migration.

Isaac M. O'Bannon

KPMG Announces National Line of Business and Sector Leaders

Firm Management August 14, 2025 

KPMG Announces National Line of Business and Sector Leaders

The Big Four firm on Aug. 14 announced its next national line of business and sector leaders, who will advance the firm’s strategy for delivering solutions tailored to the unique challenges facing clients across industries.

Jason Bramwell

Survey: 54% of Workers Got Hired Through a Connection

Payroll August 14, 2025 

Survey: 54% of Workers Got Hired Through a Connection

When asked what made the most significant difference in their most recent job search, respondents pointed to personal connections (27%) and professional connections (23%) as the most valuable.

Isaac M. O'Bannon

Report Shows Business and Professional Services Organizations Grapple with Networking and Security Challenges

Firm Management August 14, 2025 

Report Shows Business and Professional Services Organizations Grapple with Networking and Security Challenges

Resource-constrained IT teams are struggling to protect apps and infrastructure in these settings, which can grow quickly in scale.

Isaac M. O'Bannon

Tech Modernization Success at CPA Firms Starts at the Top

Firm Management August 13, 2025 

Tech Modernization Success at CPA Firms Starts at the Top

From workflow automation tools and cloud-based platforms to AI-assisted analysis, these organizations are making bold moves toward broader digital transformation.

Steve Saah

 The Human Side of Advisory: Why Emotional Intelligence Is Your Firm’s Secret Advantage

Firm Management August 12, 2025 

The Human Side of Advisory: Why Emotional Intelligence Is Your Firm’s Secret Advantage

When CPAs and firm leaders integrate emotional intelligence, active listening, and presence into their advisory process, the results reach far beyond improved margins or projections.

Amy Vetter

Citrin Cooperman Adds Barkin, Perren, Schwager & Dolan in California

Mergers and Acquisitions August 12, 2025 

Citrin Cooperman Adds Barkin, Perren, Schwager & Dolan in California

The top 20 accounting firm said on Aug. 12 it has acquired substantially all the assets of BPSD, a Woodland Hills, CA-based accounting and advisory firm founded more than 50 years ago.

Jason Bramwell

Gen Z and Millennials Embrace AI, But May Not Tell Their Boss

Staffing August 12, 2025 

Gen Z and Millennials Embrace AI, But May Not Tell Their Boss

AI isn't the only technology in the workplace shadows. Sixty-three percent of survey respondents report using personal apps or software for work purposes. Unchecked, this could create a significant security risk for organizations.

Isaac M. O'Bannon

Drake Software 4Color 570d15e32f475

Technology September 3, 2025  Sponsored

Archived Webinar: Navigating Ethical Responsibilities in a Tech-Driven World: Aligning AI Use with Circular 230 and Professional Ethics

This webinar explores the intersection of emerging technologies and professional standards, emphasizing how to align AI usage with Circular 230 and broader ethical frameworks.

 How (and Why) to Build a Coaching Culture in Your Firm

Firm Management August 11, 2025 

How (and Why) to Build a Coaching Culture in Your Firm

If your firm wants to retain top talent, build a stronger bench and improve team performance across the board, you can’t afford to treat coaching as an optional add-on.

Amanda Wilkie

Survey Suggests 4 in 10 Workers Use Former Work Passwords for Personal Use

Firm Management August 11, 2025 

Survey Suggests 4 in 10 Workers Use Former Work Passwords for Personal Use

Security lapses on the employer side seem to be fueling the problem. Three in five say they were able to log in because the password hadn't been changed. Others gained access via coworkers still at the company (28%), or simply guessed the password (20%).

Isaac M. O'Bannon

Cohen & Co. Adds Gioffre & Co. in New York

Mergers and Acquisitions August 8, 2025 

Cohen & Co. Adds Gioffre & Co. in New York

This is the third M&A deal Cohen & Co. has made in 2025, following a strategic growth investment the Cleveland-based top 50 firm received from Lovell Minnick Partners late last year.

Jason Bramwell

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