Firm Management February 6, 2026
Wipfli Partners with The Caddie Network
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
Mergers and Acquisitions December 13, 2024
Aprio Acquires Cybersecurity Firm Securitybricks
The deal, effective Dec. 1, expands the Atlanta-based top 30 accounting firm's cloud security, compliance, and digital security capabilities.
Mergers and Acquisitions December 13, 2024
Cohen & Co. Acquires CPA Firm Tax & Wealth Management
This is the first deal the top 50 accounting firm has made since it announced in October that it was getting an infusion of private equity funding from Lovell Minnick Partners.
Accounting December 13, 2024
Millennials to the Rescue? Bridging the Generational Divide in Accounting Leadership
Alright, fellow Millennials—remember when we were the “young ones” shaking things up, pushing for work-life balance, and making remote work sound like an innovation? Fast forward, and now we’re stepping into leadership roles. And suddenly, we’re not the fresh faces anymore.
Advisory December 13, 2024
The Accountant Trust Quotient: How Accountants Can Help Clients Build Trust in New Technology
The 'trust equation,' outlined in The Trusted Advisor by David Maister, Charles Green, and Robert Galford, is a formula that quantifies trust in professional relationships: take a person’s credibility, reliability, and intimacy and divides it by their self-interest.
Firm Management December 13, 2024
Springline Advisory and HM&M Advisory Partner for Financial and Business Services
Through this alternative practice structure, Springline Advisory will give HM&M greater access to the capabilities and geographic reach of larger firms without compromising the depth of relationships, care and service its clients know and love.
Mergers and Acquisitions December 12, 2024
Aprio Combines With Pontiff + Associates, Elite Tax & Accounting in Denver
The top 30 accounting firm said the mergers enhance its capabilities to better serve clients operating in key industries across Denver, including real estate, professional services, and small business consulting.
Firm Management December 12, 2024
Students Stressed and Anxious While Higher Education Funding Questions Loom
Two of their top eight stressors include finances. Cost of living is the second-most common stressor (35%), followed by paying for college/student loan debt (29%).
Mergers and Acquisitions December 12, 2024
Cherry Bekaert Acquires Katz Nannis + Solomon in Massachusetts
The deal allows the top 25 firm to utilize Katz Nannis + Solomon's established client base and streamline its operations while enhancing audit and tax capabilities for both firms' clients.
Mergers and Acquisitions December 12, 2024
PP&Co. Adds Delucchi Hawn in California
The transaction combines the resources, technical expertise, and talent of the two San Jose-based accounting firms, says top 300 firm PP&Co.
Mergers and Acquisitions December 12, 2024
Smith + Howard Acquires Fahrenheit Advisors in Virginia
The acquisition broadens Smith + Howard’s business advisory services and bolsters the top 100 accounting firm’s executive search capability.
Firm Management December 12, 2024
Jason Salzetti to Take Over as Chair and CEO of Deloitte Consulting
Salzetti, who currently leads Deloitte US's Government and Public Services practice, will take over the firm's consulting arm on Jan. 27, 2025, succeeding Dan Helfrich who has served in the role since 2019.
Accounting December 12, 2024 Sponsored
Archived Webcast – Transforming Sales Tax Compliance to Fuel Business Growth
Sales tax compliance can be a major challenge, especially for small businesses with limited resources. Join this webinar and discover how automation solutions can help accounting firms and businesses streamline compliance, eliminate manual processes, and expand client offerings.