Firm Management July 16, 2025
Experiences 2025 – Strategic Tech Stack
Revisit your strategy and tactics. Now is not the time to look for SALY (Same as Last Year). Consider innovations that will benefit your team, your clients, and your partners.
Firm Management July 15, 2025
The Rise of Non-CPAs in CPA Firm Acquisitions
A growing number of non-CPA buyers are acquiring multiple CPA firms to build scalable, regional, and niche accounting businesses.
Taxes September 12, 2025
On-Demand CPE Webinar: Using Technology to Deliver Efficiencies and Elevate Your Tax Clients’ Experience
In today’s fast-paced tax environment, leveraging technology is key to delivering an exceptional client experience while improving efficiency within your firm.
Firm Management July 15, 2025
Whitepaper: Transform Your Firm’s Tax Workflow: 5+ Proven Strategies to Eliminate Low-Value Tasks
Stay informed about current trends in tax and advisory services. What to expect: Click here to access this free whitepaper.
Mergers and Acquisitions July 15, 2025
Deloitte Tax Goes Shopping in Cincinnati to Enhance Fiduciary Tax Services
The tax practice of Big Four firm Deloitte said July 14 it has acquired certain assets of Trust Processing Solutions, a Cincinnati, OH-based boutique firm that specializes in fiduciary tax compliance.
Firm Management July 11, 2025
Building Newsletters People Actually Read (and Click)
Let’s be honest, B2B email open rates could be better. Especially in the accounting profession, where inboxes are flooded with technical updates, IRS alerts, and industry jargon.
Firm Management July 11, 2025
Being Bold Is About More than PE
CPA firms today need to be bold—and find every way to ensure their firm remains sustainable and successful. Be bold and make positive steps to become the firm you are meant to be.
Firm Management July 10, 2025
High Road Leadership: Become the Leader Your Team Deserves
Leadership isn’t about titles or corner offices. It’s about people. It’s about showing up with integrity, putting others first and doing the hard work of bringing people together when it would be easier to divide.
Firm Management July 9, 2025
Matthew Becker Ratified as Next CEO of BDO USA, Succeeding Wayne Berson in 2026
Becker leads the strategy and operations of BDO USA’s tax practice, which has more than doubled in size since 2019.
Firm Management July 9, 2025
Buckle Up: Crafting Effective Engagement Letters
Rather than viewing an engagement letter as an administrative hassle or a non-value-added activity, consider it a tool that helps memorialize client discussions and manage expectations.
Firm Management July 9, 2025
Platform Accounting Group Expands in Chicago
Madison Street Advisors, formerly McCormick Tax Group, is based in downtown Chicago and increases Platform’s presence in the Midwest region.
Small Business July 9, 2025
Grant Thornton CFO Survey: Finance Leaders Remain Agile Amid Economic Turmoil
Business leaders and legislators also are concerned about the effects of the ballooning U.S. debt on the economy.