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Firm Management

Aprio Acquires Isdaner & Co. in Pennsylvania

Mergers and Acquisitions June 2, 2026 

Aprio Acquires Isdaner & Co. in Pennsylvania

The Atlanta-based top 25 firm has acquired Isdaner & Co., a full-service accounting and advisory firm based in Bala Cynwyd, PA, effective June 1.

Jason Bramwell

Featured Articles

June 2, 2026  

Blue J and CPA.com Survey Finds AI Adoption Among Tax Firms Has Nearly Doubled in One Year

June 2, 2026  

KPMG Report: Half of Your Most Engaged Employees Are Ready to Leave

June 1, 2026  

Professionals on the Move – June 2026

June 1, 2026  

Why Accounting Firms Should Stop Marketing All Their Services (And What to Do Instead)

June 1, 2026  

90% of Gen Z Workers Face Consequences Over Social Media Activity
Off-the-Clock Recruiting: 52% Have Recruited Candidates Outside Work

Payroll April 28, 2026 

Off-the-Clock Recruiting: 52% Have Recruited Candidates Outside Work

As traditional hiring channels become saturated, decision-makers are turning to unconventional environments to find their next high-performers.

Isaac M. O'Bannon

marketing geralt pixabay

Firm Management April 28, 2026 

How Smaller Accounting Firms Build Strong Market Authority

Here’s what most small firm owners don’t realize. Authority isn’t built by size. It’s built on clarity, consistency, and usefulness.

Becky Livingston

Why AI’s Language Shift Signals a Material Going-Concern Risk

Firm Management April 27, 2026 

Why AI’s Language Shift Signals a Material Going-Concern Risk

Artificial intelligence is no longer experimental. It is embedded in how organizations search, advertise, operate, educate, and deliver professional services.

MYCPE ONE Introduces Benchmarking Reports for CPA and Accounting Firms with AI-Powered Peer Comparison

Financial Reporting April 26, 2026 

MYCPE ONE Introduces Benchmarking Reports for CPA and Accounting Firms with AI-Powered Peer Comparison

This solution enables firms to evaluate performance, identify inefficiencies, and unlock scalable growth opportunities.

Professionals on the Move – April 2026

Firm Management April 24, 2026 

Professionals on the Move – April 2026

Professionals on the Move is a periodic round-up of recent promotions, leadership changes, awards, and other staffing announcements from aroundt he accounting space.

Mary Girsch-Bock

5 Daily CEO Behaviors That Decide Whether Your Firm’s Culture Survives

Firm Management April 23, 2026 

5 Daily CEO Behaviors That Decide Whether Your Firm’s Culture Survives

The usual fixes—values refresh, culture audit, leadership training—miss the point. Culture is shaped by the small daily decisions CEOs make without realizing they're setting the tone.

Sage Launches Sage HCM to Connect HR, Payroll and Finance

Technology April 23, 2026 

Sage Launches Sage HCM to Connect HR, Payroll and Finance

The HCM Agent is designed to improve efficiency and accuracy without reducing oversight, helping teams automate routine work while maintaining control over critical processes such as payroll and compliance.

Isaac M. O'Bannon

Canopy Integrates Accounting-Aware Intelligence into Meetings with New AI-Powered Notetaker

Firm Management April 23, 2026 

Canopy Integrates Accounting-Aware Intelligence into Meetings with New AI-Powered Notetaker

Canopy Notetaker automatically archives every client conversation into the correct client record alongside the full history of engagements, documents, communications, and tasks that define that relationship.

Isaac M. O'Bannon

CBIZ Expands AI Partnership with Microsoft

Firm Management April 21, 2026 

CBIZ Expands AI Partnership with Microsoft

CBIZ will leverage Microsoft Foundry to develop an agent-native operating platform, alongside Microsoft 365 Copilot and Microsoft Copilot Studio.

Isaac M. O'Bannon

 The Missing Link Between Advisory Marketing and Advisory Sales

Firm Management April 17, 2026 

The Missing Link Between Advisory Marketing and Advisory Sales

These services are growing at a double-digit rate of 17%, but success requires more than simply adding new services and hoping for the best.

Katie Thomas

The 10-Second Feedback Mistake That Could Damage Employees for Years

Payroll April 15, 2026 

The 10-Second Feedback Mistake That Could Damage Employees for Years

Poorly delivered feedback creates lasting psychological impact, with most employees remembering negative comments for years, making how managers communicate criticism a critical driver of engagement and performance.

Why Companies Are Turning to Smaller, Leaner Teams

Payroll April 14, 2026 

Why Companies Are Turning to Smaller, Leaner Teams

An operations expert explains why growing your team can actually slow your business down, and why lean structures are delivering faster results.

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