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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
growth pic 1  5661b14028d45

Advisory December 23, 2024 

New Service Offerings to Grow Your Firm in 2025

Some services are a natural fit for CPAs. And although they might not be a part of their expected line-up, they are so closely integrated in business operations that it would almost be a disservice not to offer them.

Nellie Akalp

Platform Accounting Group Expands in Midwest

Mergers and Acquisitions December 23, 2024 

Platform Accounting Group Expands in Midwest

Platform Accounting Group announced two more firms have joined the group. Based in Indiana and Illinois, the additions expand Platform’s presence to the Midwest. Twelve firms have joined Platform this year, with a few more anticipated to join in January.

Isaac M. O'Bannon

business-strategy1_10823042

Firm Management December 23, 2024 

Does Your Firm Have a Data Strategy?

Data is at the core of incorporating AI and automation into your firm’s workflows. Without a deliberate data strategy, these initiatives can fall short.

Marc Staut

The Return to Work Controversy: What’s the Right Decision for Your Accounting Firm?

Firm Management December 23, 2024 

The Return to Work Controversy: What’s the Right Decision for Your Accounting Firm?

If you’ve settled into a hybrid environment, you may hear some backlash, but you may also have some excited staff members who enjoy being in the office.

HubSync Releases 2024 Product Enhancements & New Features

Firm Management December 23, 2024 

HubSync Releases 2024 Product Enhancements & New Features

HubSync Co. has announced several new enhancements to its product suite. These new features focus on how firms manage tax and accounting processes, leveraging cutting-edge AI and user-centric design.

Isaac M. O'Bannon

PKF O’Connor Davies Opens New Office in Fort Lauderdale

Firm Management December 20, 2024 

PKF O’Connor Davies Opens New Office in Fort Lauderdale

The office’s numerous amenities, including a designated meeting space and café, further enable the organization’s client-centric focus and strengthen its ability to serve as a trusted, valued advisor.

Isaac M. O'Bannon

Ensuring Success 2024 Online Conference Wrap Up, Day 2 –

Auditing December 19, 2024 

Ensuring Success 2024 Online Conference Wrap Up, Day 2 –

Thursday's free CPE session topics begin at 9am ET, and include Secure Act 2.0 effects on retirement, CAS, business license management, firm strategies, tax resolution, firm staffing, and marketing. Day two sessions start at 9am ET.

Isaac M. O'Bannon

Trump’s Return Has CEOs Feeling Optimistic About 2025

Taxes December 18, 2024 

Trump’s Return Has CEOs Feeling Optimistic About 2025

A new survey shows an uptick of CEOs being more upbeat about 2025 due to top executives believing they will “benefit from lower corporate taxes and less regulation” as a result of Trump’s election.

Bridging Change and Opportunity to Thrive in 2025

Technology December 17, 2024 

Bridging Change and Opportunity to Thrive in 2025

As many of us prepare for year-end and busy season while also balancing time off with friends and family during the holidays, it’s easy to push aside what’s just around the corner: 2025.

GBQ Acquires Lillie & Co. and Lillie Resource Group

Mergers and Acquisitions December 17, 2024 

GBQ Acquires Lillie & Co. and Lillie Resource Group

The Columbus, OH-based top 100 accounting firm has expanded its services for credit unions and financial institutions by acquiring CPA firm Lillie & Co. and its affiliate Lillie Resource Group.

Jason Bramwell

Sikich Obtains Federal Contracts From Cherry Bekaert

Mergers and Acquisitions December 17, 2024 

Sikich Obtains Federal Contracts From Cherry Bekaert

Six members from Cherry Bekaert Advisory’s team are joining Sikich as a result of the transaction, bringing extensive experience in cost management and activity-based information to the Chicago-based professional services firm.

Jason Bramwell

Moss Adams Enters Salesforce Consulting Market By Acquiring Yurgosky Consulting

Mergers and Acquisitions December 17, 2024 

Moss Adams Enters Salesforce Consulting Market By Acquiring Yurgosky Consulting

“With Yurgosky joining the firm, we’re excited to bring our clients a new set of technological solutions, particularly within the Salesforce environment, which is a first for us," said Moss Adams Chairman and CEO Eric Miles.

Jason Bramwell

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