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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
Professionals on the Move – Dec. 15, 2024

Staffing December 15, 2024 

Professionals on the Move – Dec. 15, 2024

Professionals on the move is a recap of recent promotions, hiring, and other staffing announcements from across the profession.

Mary Girsch-Bock

Aprio Acquires Cybersecurity Firm Securitybricks

Mergers and Acquisitions December 13, 2024 

Aprio Acquires Cybersecurity Firm Securitybricks

The deal, effective Dec. 1, expands the Atlanta-based top 30 accounting firm's cloud security, compliance, and digital security capabilities.

Jason Bramwell

Cohen & Co. Acquires CPA Firm Tax & Wealth Management

Mergers and Acquisitions December 13, 2024 

Cohen & Co. Acquires CPA Firm Tax & Wealth Management

This is the first deal the top 50 accounting firm has made since it announced in October that it was getting an infusion of private equity funding from Lovell Minnick Partners.

Jason Bramwell

millennials

Accounting December 13, 2024 

Millennials to the Rescue? Bridging the Generational Divide in Accounting Leadership

Alright, fellow Millennials—remember when we were the “young ones” shaking things up, pushing for work-life balance, and making remote work sound like an innovation? Fast forward, and now we’re stepping into leadership roles. And suddenly, we’re not the fresh faces anymore.

Garrett Wagner

Trusted-Advisor41

Advisory December 13, 2024 

The Accountant Trust Quotient: How Accountants Can Help Clients Build Trust in New Technology

The 'trust equation,' outlined in The Trusted Advisor by David Maister, Charles Green, and Robert Galford, is a formula that quantifies trust in professional relationships: take a person’s credibility, reliability, and intimacy and divides it by their self-interest.

Springline Advisory and HM&M Advisory Partner for Financial and Business Services

Firm Management December 13, 2024 

Springline Advisory and HM&M Advisory Partner for Financial and Business Services

Through this alternative practice structure, Springline Advisory will give HM&M greater access to the capabilities and geographic reach of larger firms without compromising the depth of relationships, care and service its clients know and love.

Isaac M. O'Bannon

Aprio Combines With Pontiff + Associates, Elite Tax & Accounting in Denver

Mergers and Acquisitions December 12, 2024 

Aprio Combines With Pontiff + Associates, Elite Tax & Accounting in Denver

The top 30 accounting firm said the mergers enhance its capabilities to better serve clients operating in key industries across Denver, including real estate, professional services, and small business consulting.

Jason Bramwell

stress_ball_1_.588f9e9a4093d

Firm Management December 12, 2024 

Students Stressed and Anxious While Higher Education Funding Questions Loom

Two of their top eight stressors include finances. Cost of living is the second-most common stressor (35%), followed by paying for college/student loan debt (29%).

Isaac M. O'Bannon

Cherry Bekaert Acquires Katz Nannis + Solomon in Massachusetts

Mergers and Acquisitions December 12, 2024 

Cherry Bekaert Acquires Katz Nannis + Solomon in Massachusetts

The deal allows the top 25 firm to utilize Katz Nannis + Solomon's established client base and streamline its operations while enhancing audit and tax capabilities for both firms' clients.

Jason Bramwell

PP&Co. Adds Delucchi Hawn in California

Mergers and Acquisitions December 12, 2024 

PP&Co. Adds Delucchi Hawn in California

The transaction combines the resources, technical expertise, and talent of the two San Jose-based accounting firms, says top 300 firm PP&Co.

Jason Bramwell

Smith + Howard Acquires Fahrenheit Advisors in Virginia

Mergers and Acquisitions December 12, 2024 

Smith + Howard Acquires Fahrenheit Advisors in Virginia

The acquisition broadens Smith + Howard’s business advisory services and bolsters the top 100 accounting firm’s executive search capability.

Jason Bramwell

Jason Salzetti to Take Over as Chair and CEO of Deloitte Consulting

Firm Management December 12, 2024 

Jason Salzetti to Take Over as Chair and CEO of Deloitte Consulting

Salzetti, who currently leads Deloitte US's Government and Public Services practice, will take over the firm's consulting arm on Jan. 27, 2025, succeeding Dan Helfrich who has served in the role since 2019.

Jason Bramwell

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