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Firm Management

Nominations Open for 2026 ‘40 Under 40’ and ‘20 Under 40’ Awards

Accounting July 13, 2026 

Nominations Open for 2026 ‘40 Under 40’ and ‘20 Under 40’ Awards

The 40 Under 40 Awards spotlight the top practicing public accountants, educators and thought leaders who are leading their profession. Deadline is Nov. 2, 2026.

Isaac M. O'Bannon

Featured Articles

July 27, 2026  

Arax to Acquire $3 Billion RIA Transcend Capital Advisors

July 27, 2026  

Public Accounting Salary Growth is Shifting – The Biggest Increases May Come Later than Expected

July 27, 2026  

Book Review: To Exhausted Leaders Everywhere: Stop Pretending and Start Practicing Conviction

July 24, 2026  

Fuel Market Volatility and the Knowledge Gap: A Practical Playbook for Tax Teams

July 22, 2026  

Doeren Mayhew Acquires CPA Firms in Florida and Texas
Karbon Practice Marketplace Offers Connection Point for Firms Seeking Acquisition with Buyers

Firm Management February 26, 2025 

Karbon Practice Marketplace Offers Connection Point for Firms Seeking Acquisition with Buyers

Any accounting firm looking to sell can list on the platform for a fee, while buyers must be fully implemented on Karbon's practice management system.

Isaac M. O'Bannon

AICPA Asks for Updated Language in Draft Publication 547 to Help Taxpayers Eligible for Disaster Tax Relief

AICPA February 25, 2025 

AICPA Asks for Updated Language in Draft Publication 547 to Help Taxpayers Eligible for Disaster Tax Relief

The AICPA cites the need for these updates to ease the confusion created by disaster relief due to the multiple deadlines for various actions necessary to be eligible for the qualified disaster loss.

Isaac M. O'Bannon

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

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