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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

Featured Articles

May 26, 2026  

9 Easy Ways Firms Can Celebrate Client Loyalty and Milestones

May 26, 2026  

Why Accounting Burnout Spikes in Summertime (Even Though It’s Supposed to Slow Down)

May 26, 2026  

78% of Tax Pros Say Tax Season Negatively Impacts Personal and Professional Life

May 25, 2026  

National Taxpayer Advocate Erin Collins to Join Tax Retreat 2026 in San Antonio

May 22, 2026  

Karen Waga Named AAM’s 2026 Marketer of the Year
The Value in Providing Specialized Accounting Services for Niche Markets

Accounting September 1, 2023 

The Value in Providing Specialized Accounting Services for Niche Markets

Firms that offer specialized accounting services (SAS), combining analytics, business intelligence, and technology-based solutions, are primed for success.

M&A Firms Predict Increase in Deal Volume

Accounting August 31, 2023 

M&A Firms Predict Increase in Deal Volume

After the unparalleled burst of transactions in 2021 and early 2022, M&A activity slowed substantially as inflation and interest rates soared throughout 2022.

Isaac M. O'Bannon

What Accountants Had to Say About the CPA Firm Business Model—and Why it Needs to Evolve

Firm Management August 31, 2023 

What Accountants Had to Say About the CPA Firm Business Model—and Why it Needs to Evolve

Since BDO USA recently changed from a partnership to a corporation, the CPA firm business model mentality is starting to change.

Jason Bramwell

The Accounting Technology Lab Podcast – Review of Microsoft Copilot – Sept. 2023

Accounting Technology Lab Podcast August 31, 2023 

The Accounting Technology Lab Podcast – Review of Microsoft Copilot – Sept. 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss Microsoft Copilot, an AI-powered tool that combines the power of large language models (LLMs) with your data in the Microsoft Graph...

Brian Tankersley, Randy Johnston

economy1

Small Business August 31, 2023 

Business Leaders Have Brighter Outlook on U.S. Economy

Inflation, the top business challenge identified within the survey since the end of 2021, was supplanted this quarter by “availability of skilled personnel.”

Isaac M. O'Bannon

10 Ways to Help Gen X Clients Prepare for Retirement

Payroll August 31, 2023 

10 Ways to Help Gen X Clients Prepare for Retirement

With about seven to 20 years left before they enter their golden years, Gen X—made up of about 65 million Americans—could be in for a tarnished retirement experience.

5 Ways to Optimize Your Resume for AI Tools Recruiters Use

Payroll August 31, 2023 

5 Ways to Optimize Your Resume for AI Tools Recruiters Use

Here’s something you need to know: These days, there’s almost always a robotic gatekeeper standing between your resume and an actual human’s eyeballs.

CPA Firm Managing Partner Weighs in on How to Rebuild the Talent Pipeline

Accounting August 30, 2023 

CPA Firm Managing Partner Weighs in on How to Rebuild the Talent Pipeline

Fixing the crumbling talent pipeline in accounting was a topic that came up during a session at “Bridging the Gap” on Aug. 29.

Jason Bramwell

Georgia (and Florida) on My Mind

Small Business August 30, 2023 

Georgia (and Florida) on My Mind

Hurricane Idalia made landfall in Florida early Wednesday morning as a Category 3 hurricane, and with sustained winds of 125 mph or greater. As of noon Eastern time, the hurricane was still a Category 1, and moving over southern Georgia.

Isaac M. O'Bannon

Tax Court Case Shows IRS Effort to Revoke Passports for Tax Debt

Taxes August 29, 2023 

Tax Court Case Shows IRS Effort to Revoke Passports for Tax Debt

Under the 2015 Fixing America’s Surface Transportation (FAST) Act, the IRS can deny, revoke or limit a passport if you have a seriously delinquent tax debt.

Ken Berry, JD

Treasury, IRS Formally Propose New Rules for Claiming Clean Energy Tax Credits

Taxes August 29, 2023 

Treasury, IRS Formally Propose New Rules for Claiming Clean Energy Tax Credits

The proposed regulations include prevailing wage and registered apprenticeship requirements for clean energy projects.

Jason Bramwell

Nominations Open for CPA Practice Advisor’s “40 Under 40” and “20 Under 40” Awards

August 29, 2023 

Nominations Open for CPA Practice Advisor’s “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 by visibly and incrementally changing...

Isaac M. O'Bannon

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