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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
Archived Webcast – Transforming Sales Tax Compliance to Fuel Business Growth

Accounting December 12, 2024  Sponsored

Archived Webcast – Transforming Sales Tax Compliance to Fuel Business Growth

Sales tax compliance can be a major challenge, especially for small businesses with limited resources. Join this webinar and discover how automation solutions can help accounting firms and businesses streamline compliance, eliminate manual processes, and expand client offerings.

Schellman Acquires Connor Consulting

Mergers and Acquisitions December 11, 2024 

Schellman Acquires Connor Consulting

Headquartered in Birmingham, Alabama, and led by founder and Managing Partner, Cindy Wyatt, INSYTE CPAs has built a stellar reputation in the areas of risk management, internal control, and business processes.

Isaac M. O'Bannon

Growth chart trees1 1  59b20fadd2605

CAS December 10, 2024 

AICPA and CPA.com Benchmark Survey: Client Advisory Services (CAS) Practices Report 17% Growth

CAS practices that participated in the survey reported a median growth rate of 17% and are highly optimistic about the continued opportunity of the practice area.

Isaac M. O'Bannon

Small Businesses Using GenAI Report Hiring Success and More Satisfaction With Their Employees

Staffing December 10, 2024 

Small Businesses Using GenAI Report Hiring Success and More Satisfaction With Their Employees

Generative artificial intelligence, or GenAI, takes prompts, input, and data from a user and is capable of using that data, in addition to a vast amount of training data, to create new content. If used well, GenAI has the ability to increase human productivity, efficiency, and creativity.

Platform Accounting Group Acquires NorCal Accounting Firm DHS

Mergers and Acquisitions December 6, 2024 

Platform Accounting Group Acquires NorCal Accounting Firm DHS

Platform is a next-gen accounting and professional services group created in 2015. It strives to preserve the dynamics of small firm cultures and incorporates the technology and connectedness of the 21st century.

Isaac M. O'Bannon

CPA Business Execs’ Optimism About the Economy is Soaring Post-Election, AICPA Says

Accounting December 5, 2024 

CPA Business Execs’ Optimism About the Economy is Soaring Post-Election, AICPA Says

CPA business leaders' optimism about the economy surged by 41 percentage points from the previous quarter, the AICPA & CIMA said.

Jason Bramwell

Dean Dorton Picks Up Shilts CPA in Florida

Firm Management December 5, 2024 

Dean Dorton Picks Up Shilts CPA in Florida

The deal with Shilts CPA, effective Dec. 1, expands the top 100 accounting firm's valuation and forensic accounting offerings.

Jason Bramwell

LBMC Expands Into Memphis After Deal With Frazee Ivy Davis

Firm Management December 4, 2024 

LBMC Expands Into Memphis After Deal With Frazee Ivy Davis

The top 40 firm has grown its footprint across Tennessee by adding Frazee Ivy Davis, an accounting firm based in Memphis.

Jason Bramwell

Citrin Cooperman Adds Andsager, Bartlett & Pieroni in Rhode Island

Firm Management December 4, 2024 

Citrin Cooperman Adds Andsager, Bartlett & Pieroni in Rhode Island

The top 20 accounting firm's acquisition of ABP expands its established presence in Providence, RI, and greater New England.

Jason Bramwell

Cherry Bekaert Acquires DeBlanc, Murphy & Murphy in Maryland

Firm Management December 4, 2024 

Cherry Bekaert Acquires DeBlanc, Murphy & Murphy in Maryland

The acquisition aims to strengthen the top 25 firm's position in the greater Washington, D.C. market and expand its service offerings

Jason Bramwell

BerryDunn Joins Forces With Burzenski & Co. in Connecticut

Firm Management December 4, 2024 

BerryDunn Joins Forces With Burzenski & Co. in Connecticut

The top 50 firm has merged with East Haven, CT-based accounting, tax, and advisory firm Burzenski & Co., effective Dec. 1.

Jason Bramwell

LGA and McGaunn & Schwadron CPAs Merge

Firm Management December 4, 2024 

LGA and McGaunn & Schwadron CPAs Merge

The top 200 firm has combined with McGaunn & Schwadron, a Needham, MA-based veterinary and dental practice accounting firm.

Jason Bramwell

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