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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 22, 2026  

Doeren Mayhew Acquires CPA Firms in Florida and Texas

July 22, 2026  

How Firm Principals Work Themselves Out of a Job

July 21, 2026  

Registration Open for Ensuring Success 2026 – Free Online CPE and IRS CE Conference Dec. 9-10, 2026

July 21, 2026  

Blaming Remote Work for an Accounting Talent Crisis Doesn’t Add Up  

July 21, 2026  

KLR Merges with Pavento, Ratcliffe, Renzi & Co. in Massachusetts
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

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

Payroll June 2, 2026 

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

Employees with close personal friends at work are the most engaged employees, experiencing the biggest emotional highs as well as the lowest emotional lows, KPMG says.

Professionals on the Move – June 2026

Staffing June 1, 2026 

Professionals on the Move – June 2026

Professionals on the Move is a periodic collection of recent promotions, staffing changes, awards, and other personnel announcements from around the accounting profession.

Mary Girsch-Bock

Marketing1

Firm Management June 1, 2026 

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

Pick the one service that does two things: delivers undeniable value to the client and positions your firm to offer more over time.

Jeremy Estey

90% of Gen Z Workers Face Consequences Over Social Media Activity

Staffing June 1, 2026 

90% of Gen Z Workers Face Consequences Over Social Media Activity

67% have felt pressure from managers to connect online, and 25% have felt the same from coworkers.

Cherry Bekaert Acquires Calvetti Ferguson, Expanding Texas and Nashville Presence

Firm Management June 1, 2026 

Cherry Bekaert Acquires Calvetti Ferguson, Expanding Texas and Nashville Presence

The acquisition significantly expands Cherry Bekaert's presence in Texas and strengthens its Nashville market, reinforcing continued investment across both regions.

Ryan Acquires Svalner Atlas Advisors in Sweden

Mergers and Acquisitions June 1, 2026 

Ryan Acquires Svalner Atlas Advisors in Sweden

Plano, TX-based tax services and software firm Ryan has expanded its presence in Europe by acquiring Svalner Atlas Advisors, a tax and transaction advisory firm headquartered in Stockholm, Sweden.

Jason Bramwell

Next Generation Document Management – Accounting Technology Lab Podcast – May 2026

Accounting Technology Lab Podcast May 29, 2026 

Next Generation Document Management – Accounting Technology Lab Podcast – May 2026

Next-generation document management is not simply an upgrade to existing systems, but a complete architectural redesign.

Brian Tankersley, Randy Johnston

Keeping People and Relationships at the Center of Your Practice: Consider AI Solutions

Firm Management May 27, 2026 

Keeping People and Relationships at the Center of Your Practice: Consider AI Solutions

Technological solutions including AI tools can help bring the profession's focus back onto personal interactions. How can AI help make the modern CPA practice more human?

Rick Dennen

Survey Shows Accountants’ Concerns on Professional, Tech and Social Issues

Accounting May 27, 2026 

Survey Shows Accountants’ Concerns on Professional, Tech and Social Issues

The results underline how the work of accountants is being redefined as they play an increasingly active role in promoting social value and driving sustainability.

Isaac M. O'Bannon

Centri Lands $20 Million Credit Facility From Citizens Financial Group

Firm Management May 26, 2026 

Centri Lands $20 Million Credit Facility From Citizens Financial Group

Centri Business Consulting has secured a $20 million credit facility from Citizens Financial Group, which the Philadelphia-based top 200 accounting firm will use for the next phase of its strategic growth plan.

Jason Bramwell

Shoreline Advisors in Massachusetts Joins Platform

Mergers and Acquisitions May 26, 2026 

Shoreline Advisors in Massachusetts Joins Platform

Rockland, MA-based BA Inc. (formerly known as Burke & Associates CPAs) has joined Platform Accounting Group as Shoreline Advisors, marking Platform's entry into the Bay State.

Jason Bramwell

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