Technology August 18, 2025
Experiences 2025 – Not So Secret AI Agents
Consider innovations that will benefit your team, your clients, and your partners. Structure your service offerings as a repeatable service that can be leveraged by technology.
Marketing August 15, 2025
How Accounting Firms Can Use LinkedIn Sales Navigator to Generate Quality Leads
By combining its advanced filters, real-time alerts, and relationship-building features, your team can identify decision-makers in their niche and start meaningful conversations.
Firm Management August 15, 2025
These Are the Most Common First Names of CEOs, Data Reveals
A new study analyzes Fortune 500 CEO names to reveal which first names dominate America's corporate boardrooms.
Mergers and Acquisitions August 14, 2025
Sax Has Deal in Place to Acquire Maddaloni, Nydick & Keenan in New Jersey
The top 70 accounting firm said Thursday it will acquire Florham Park, NJ-based CPA firm Maddaloni, Nydick & Keenan in a deal expected to close on Nov. 15.
Firm Management August 14, 2025
KPMG Announces National Line of Business and Sector Leaders
The Big Four firm on Aug. 14 announced its next national line of business and sector leaders, who will advance the firm’s strategy for delivering solutions tailored to the unique challenges facing clients across industries.
Firm Management August 14, 2025
Report Shows Business and Professional Services Organizations Grapple with Networking and Security Challenges
Resource-constrained IT teams are struggling to protect apps and infrastructure in these settings, which can grow quickly in scale.
Firm Management August 13, 2025
Tech Modernization Success at CPA Firms Starts at the Top
From workflow automation tools and cloud-based platforms to AI-assisted analysis, these organizations are making bold moves toward broader digital transformation.
Firm Management August 12, 2025
The Human Side of Advisory: Why Emotional Intelligence Is Your Firm’s Secret Advantage
When CPAs and firm leaders integrate emotional intelligence, active listening, and presence into their advisory process, the results reach far beyond improved margins or projections.
Mergers and Acquisitions August 12, 2025
Citrin Cooperman Adds Barkin, Perren, Schwager & Dolan in California
The top 20 accounting firm said on Aug. 12 it has acquired substantially all the assets of BPSD, a Woodland Hills, CA-based accounting and advisory firm founded more than 50 years ago.
Auditing August 12, 2025
The Hidden $232K Tax Every Financial Firm Pays for Mobile Compliance Theater
Even firms attempting mobile oversight are using tools that destroy the very context they need for accurate decisions.
Firm Management August 11, 2025
How (and Why) to Build a Coaching Culture in Your Firm
If your firm wants to retain top talent, build a stronger bench and improve team performance across the board, you can’t afford to treat coaching as an optional add-on.
Firm Management August 11, 2025
Survey Suggests 4 in 10 Workers Use Former Work Passwords for Personal Use
Security lapses on the employer side seem to be fueling the problem. Three in five say they were able to log in because the password hadn't been changed. Others gained access via coworkers still at the company (28%), or simply guessed the password (20%).