Advisory May 26, 2026
9 Easy Ways Firms Can Celebrate Client Loyalty & Milestones
These small, repeatable touchpoints are how strengthening client relationships turns into long-term resilience and growth.
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.
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.
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.
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.
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.
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.
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:
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.
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.
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.
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.
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.