Firm Management August 21, 2026
How CPA Firms Can Manage Sudden Growth Without Losing Control
Without scalable infrastructure, even strong firms start relying on heroics, and quality, margins, and responsiveness get harder to protect.
Mergers and Acquisitions January 8, 2025
HBK Acquires Acuity Human Resources
The Canfield, OH-based top 50 accounting firm has acquired Acuity Human Resources, a Cranberry Township, PA-based provider of human resources consulting services.
Firm Management January 7, 2025
Citrin Cooperman’s PE-Backed Ownership Flips From New Mountain Capital to Blackstone in ‘Monumental’ Deal
The deal marks the first time in the accounting profession that private equity ownership of a CPA firm has transferred, or flipped, from one investment group to another.
Mergers and Acquisitions January 7, 2025
SD Mayer Merges in Bogdan & Frasco in California
The San Francisco-based top 400 accounting firm has combined with Bogdan & Frasco, a boutique accounting firm also based in the "City by the Bay."
Technology January 7, 2025
Caseware Acquires SaaS Solutions Provider LeaseJava
This is Caseware’s eighth acquisition since Hg Capital acquired majority ownership of the Toronto-based company in late 2020.
Firm Management January 7, 2025
Ascend Accounting Platform Adds Boston Firm Walter Shuffain
Walter Shuffain adds 114 professionals, including 13 partners, to Ascend’s team. The firm reported 2023 revenue of $30 million.
Mergers and Acquisitions January 6, 2025
Aprio Enters Baltimore Market By Combining With Nardone, Pridgeon & Co.
The Atlanta-based top 30 accounting firm continues to make moves since obtaining private equity backing last summer, this time merging with Timonium, MD-based CPA firm Nardone, Pridgeon & Co.
Mergers and Acquisitions January 6, 2025
UHY Merges in Tama, Budaj & Raab, Botz Deal & Co.
The top 30 accounting firm is expanding its presence in its home state of Michigan, as well as in Missouri, by combining with two CPA firms, Tama, Budaj & Raab and Botz Deal & Co., effective Jan. 1.
Mergers and Acquisitions January 6, 2025
Yeo & Yeo Launches HR Advisory Solutions Business After Acquisition
The top 200 accounting firm has acquired Amy Cell Talent, a provider of human resources services, and rebranded it Yeo & Yeo HR Advisory Solutions, with Amy Cell assuming the role of president.
Mergers and Acquisitions January 3, 2025
Aprio Acquires Two Chicago-Area Accounting Firms
The top 30 accounting firm has expanded into the Chicago market after acquiring CPA firm KRD Ltd., which has offices in Chicago and Schaumburg, IL, as well as Burkett & Beattie, a CPA firm based in Libertyville, IL.
Mergers and Acquisitions January 2, 2025
Thomson Reuters Acquires SafeSend in $600 Million Deal
"Becoming a part of Thomson Reuters will enable us to accelerate product development efforts and realize our shared vision of an end-to-end tax workflow solution," said Steve Dusablon, who founded SafeSend with Andrew Hatfield in 2008.
Mergers and Acquisitions December 23, 2024
Platform Accounting Group Expands in Midwest
Platform Accounting Group announced two more firms have joined the group. Based in Indiana and Illinois, the additions expand Platform’s presence to the Midwest. Twelve firms have joined Platform this year, with a few more anticipated to join in January.
Mergers and Acquisitions December 17, 2024
GBQ Acquires Lillie & Co. and Lillie Resource Group
The Columbus, OH-based top 100 accounting firm has expanded its services for credit unions and financial institutions by acquiring CPA firm Lillie & Co. and its affiliate Lillie Resource Group.