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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
Report Shows Firms That Embrace AI Have Competitive Advantage

Firm Management February 20, 2025 

Report Shows Firms That Embrace AI Have Competitive Advantage

The report reveals that mid-sized (21-50 employees) and large firms (over 200 employees) are leading AI adoption.

Isaac M. O'Bannon

Deloitte Rolls Back its DEI Programs Amid Pressure from Trump Administration

Accounting February 19, 2025 

Deloitte Rolls Back its DEI Programs Amid Pressure from Trump Administration

The Big Four accounting firm has informed its staff that it is ending its diversity, equity and inclusion programs, a move that comes as the new Trump administration is taking a stand against these initiatives.

Isaac M. O'Bannon

Platform Accounting Group Enters Pennsylvania, Adds Keystone Advisor Group

Mergers and Acquisitions February 19, 2025 

Platform Accounting Group Enters Pennsylvania, Adds Keystone Advisor Group

Holladay, UT-based Platform has entered Pennsylvania for the first time after adding Orwigsburg-based Keystone Advisor Group, formerly known as Heckman & Laudeman.

Jason Bramwell

Accounting Thought Leaders Meet to Discuss Current and Future Issues Facing Profession

Accounting February 19, 2025 

Accounting Thought Leaders Meet to Discuss Current and Future Issues Facing Profession

Hosted by CPA Practice Advisor, attendees included top firm leaders, tech experts, practice consultants, and AICPA President and CEO Mark Koziel.

Isaac M. O'Bannon

Citrin Cooperman Acquires HW&Co. in Ohio

Mergers and Acquisitions February 18, 2025 

Citrin Cooperman Acquires HW&Co. in Ohio

The PE-backed top 20 firm said Tuesday it has acquired substantially all the assets of HW&Co., a Woodmere, OH-based accounting and advisory firm that is among the top 300 largest in the U.S. by revenue.

Jason Bramwell

Virginia Passes Law Enabling Alternative Paths to CPA Credential

Accounting February 17, 2025 

Virginia Passes Law Enabling Alternative Paths to CPA Credential

Virginia passes state law to offer alternative to 150-hour rule for CPA credential. Candidates can now earn the credential with a 4-year degree, plus 2 hours of experience, and passing the CPA Exam.

Isaac M. O'Bannon

KSDT CPA Brings in Douglas N. Rice CPA in Florida

Mergers and Acquisitions February 17, 2025 

KSDT CPA Brings in Douglas N. Rice CPA in Florida

"This merger strengthens our ability to provide top-tier accounting, tax, and advisory services while ensuring a seamless transition for all clients," KSDT CPA, one of the top 200 largest accounting firms in the U.S., said in a media release.

Jason Bramwell

 AICPA Highlights Key Concerns for Individuals to Keep in Mind During 2024 Tax Season

AICPA February 14, 2025 

AICPA Highlights Key Concerns for Individuals to Keep in Mind During 2024 Tax Season

As taxpayers navigate the challenges of tax season, the American Institute of CPAs (AICPA) is identifying areas individual filers to be aware of for this filing season.

Isaac M. O'Bannon

Aprio Aims to Enter Legal Industry by Combining with Law Firm in Arizona

Mergers and Acquisitions February 13, 2025 

Aprio Aims to Enter Legal Industry by Combining with Law Firm in Arizona

The top 30 accounting firm is planning to merge with Scottsdale, AZ-based boutique business law firm Radix Law this spring to form the Arizona law firm Aprio Legal, a move that could set off a wave of other CPA firms entering an industry that was once considered off limits.

Jason Bramwell

Review of Acumatica ERP – The Accounting Technology Lab Podcast – Feb. 2025

Accounting Technology Lab Podcast February 13, 2025 

Review of Acumatica ERP – The Accounting Technology Lab Podcast – Feb. 2025

In their latest video and podcast, Randy Johnston and Brian Tankersley, CPA, review AI systems for accounting firms, starting with Acumatica ERP.

Brian Tankersley, Randy Johnston

Archived Webcast: Helping Clients Set Up Their Remote Employees

Accounting March 26, 2025  Sponsored

Archived Webcast: Helping Clients Set Up Their Remote Employees

Many businesses have team members across state lines, and you may have clients with remote employees in other states. Payroll can get confusing and tricky in these situations.

Bluebook Raises $3M to Build AI Agents for Accounting Firms with Pre-Seed Led by EQT Ventures 

Firm Management February 13, 2025 

Bluebook Raises $3M to Build AI Agents for Accounting Firms with Pre-Seed Led by EQT Ventures 

The software consolidates globally applicable accounting principles into a central repository of knowledge, serving as a pivotal platform for the collection and analysis of crucial financial data.

Isaac M. O'Bannon

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