April 17, 2015
Completely cloud based, Xero Practice Management offers tools that small firms can utilize to become more productive and more efficient, including a Document Management function, where users can store all documents in specific client folders.
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Tags: Firm Management
Firm Management February 11, 2026
The AI Native Accounting Foundation is an independent nonprofit focused on helping the accounting and finance profession make sense of how artificial intelligence is actually being used in practice.
Mergers and Acquisitions February 10, 2026
The top 60 firm has expanded into Texas after adding D & Co. (formerly Durbin & Co.), an accounting firm with offices in Lubbock, Dallas, Fort Worth, and Waco, effective Feb. 1.
Mergers and Acquisitions February 10, 2026
The acquisition of Browne Consulting, a Boston-based firm that provides accounting and other advisory services to the life sciences and biotech sectors, is Citrin Cooperman's first M&A deal of 2026.
Mergers and Acquisitions February 9, 2026
KPMG says the PrivateBlok team will focus on developing AI-first products, enabling persistent services through software-based commercial models, and advancing client offerings.
Mary Girsch-Bock is a graduate of the University of Illinois-Chicago. She began her career as accountant and later made the switch to writing full time, concentrating on business and technology, with a focus on small business. A former QuickBooks beta tester, Mary has been a featured regular contributor to CPA Practice Advisor since 2002, and she has also been published in The Motley Fool, The Blueprint, and Property Manager.com. She currently writes a monthly accounting and technology-related blog for PLANERGY, and ghostwrites several blogs for various software companies.