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A key advantage to partnering with a wealth management firm is gaining a complete view of each client's financial picture.
February 24
Mercer Advisors -
Even as auditors reported their lowest overall haul of new clients in almost four years, BDO USA topped the charts with a strong number.
February 23
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Accounting firms can't simply focus on showing up in online search results; they also need to focus on appearing in AI searches on Gemini, ChatGPT and Claude.
February 23
Split One Technologies -
Haefele Flanagan acquired Durham, North Carolina-based Mig Murphy Sistrom, strengthening its nonprofit practice.
February 23
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Top 10 Firm BDO USA added 10 new clients at the end of 2025, almost all from its November acquisition of Top 100 Firm Horne.
February 23
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Building an advisory practice in your accounting firm means culling your client list — but that's just the start.
February 20
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Doeren Mayhew acquired CPA firm Dent Moses and its affiliate, Impact Technology Group, expanding its presence in the Southeast and adding to its technology service offering.
February 20
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When a client picks up the phone, they have a pressing question or concern they need answered right away.
February 20
L&H CPAs and Advisors -
Plus, TaxRock announces 2.0 edition; MyCPE One launches comprehensive learning and development services; and other accounting tech news and updates.
February 20
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Ascend names first-ever COO and REDW first-ever CFO; Prager Metis promotes four to principal; and more news from across the profession.
February 20
