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Smaller Rooms, Bigger Impacts — Small Conferences and Retreats Help Build the Profession

Accounting April 29, 2026 

Smaller Rooms, Bigger Impacts — Small Conferences and Retreats Help Build the Profession

Professionals are starting to reconsider the mega accounting conferences and move toward smaller conferences, niche retreats, and multi-city roadshows.

Richard Roppa-Roberts

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UHY Brings in Sabino & Co. in Missouri

Mergers and Acquisitions June 3, 2025 

UHY Brings in Sabino & Co. in Missouri

The top 30 accounting firm is adding to its presence in the St. Louis area by merging in CPA firm Sabino & Co., months after combining with another St. Louis-area firm, Botz Deal & Co.

Jason Bramwell

New Book Focuses on Mental Health for Accounting Pros

Accounting June 3, 2025 

New Book Focuses on Mental Health for Accounting Pros

Kristy Short writes about one of the most unspoken truths in our profession: that anxiety, depression, and burnout pervade today’s workplace.

Cherry Bekaert Adds Spicer Jeffries in Colorado

Mergers and Acquisitions June 3, 2025 

Cherry Bekaert Adds Spicer Jeffries in Colorado

The top 25 accounting firm has expanded its presence in the Rocky Mountain region after acquiring Spicer Jeffries, a Denver-based CPA firm that provides services to the securities industry.

Jason Bramwell

Withum Strikes a Deal With PKF Texas

Mergers and Acquisitions June 3, 2025 

Withum Strikes a Deal With PKF Texas

Withum announced on June 2 that Pannell Kerr Forster of Texas, a public accounting, tax, and business advisory firm based in Houston, has joined the top 25 firm. 

Jason Bramwell

EY Launches Global Design, Sales, Marketing and CX Offering: EY Studio+

Technology June 3, 2025 

EY Launches Global Design, Sales, Marketing and CX Offering: EY Studio+

EY Studio+ will combine the organization’s full spectrum of services with the world’s leading talent in design, sales, marketing and customer experience.

Isaac M. O'Bannon

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Financial Planning June 3, 2025 

Long Term Care and Financial Planning: AI’s Role in Solving an Age-Old Challenge

LTC remains one of the few unsolved wildcard scenarios in retirement planning due to these highlighted challenges. Its unpredictable nature forces both advisors and clients to contend with significant uncertainty.

Avalara Launches APIs for End-to-End 1099 and W-9 Compliance Automation

Small Business June 3, 2025 

Avalara Launches APIs for End-to-End 1099 and W-9 Compliance Automation

With Avalara’s new API advances, businesses can automate even more of the end-to-end process to achieve greater time savings and more efficient resource allocation, directly from an ERP, accounting, ecommerce or marketplace platform. Here’s how it works:

Isaac M. O'Bannon

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Financial Reporting June 3, 2025 

Checks are Surging Again and Causing Cash Flow Challenges

A 2025 AFP survey found that 91% of U.S. businesses still use checks, up from 75% the year before.

Rillet Raises $25M Series A from Sequoia Capital to Bring AI to Mid-Market Accounting

Accounting June 2, 2025 

Rillet Raises $25M Series A from Sequoia Capital to Bring AI to Mid-Market Accounting

This round, which comes 10 months after Rillet's last fundraise, includes existing investors First Round Capital, Creandum, Susa Ventures and top angels.

Isaac M. O'Bannon

PKF O’Connor Davies Adds Rainer & Co. in Pennsylvania

Mergers and Acquisitions June 2, 2025 

PKF O’Connor Davies Adds Rainer & Co. in Pennsylvania

The top 30 accounting firm said on June 2 it has acquired Rainer & Co., a regional CPA firm with offices in Newtown Square and West Chester in Pennsylvania. 

Jason Bramwell

High-Growth Accounting Firms Spend Twice as Much on Marketing, Study Finds

Marketing June 2, 2025 

High-Growth Accounting Firms Spend Twice as Much on Marketing, Study Finds

A recent study from the Association for Accounting Marketing and Hinge Marketing suggests a strong correlation between the level of marketing spend and revenue growth at accounting firms.

Jason Bramwell

Arax Investment Partners Acquires Schechter Investment Advisors, Increasing Midwestern Presence

Advisory June 2, 2025 

Arax Investment Partners Acquires Schechter Investment Advisors, Increasing Midwestern Presence

This deal marks the latest expansion of Arax’s platform, which continues to deepen its presence in high growth markets across the United States through strategic partnerships with leading wealth management advisory teams.

Isaac M. O'Bannon

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