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What exactly does the 'Year of the client' mean, and how can CPA firms deliver on the client-centric promise?
June 5
Crosley+Company -
For the 2026 Top Firms by Assets Under Management, managing the growth of their own practices is as much a challenge as growing their clients' wealth.
June 4 -
Accountants don't have to wait for a major catastrophe to act on governance and oversight of AI as the systems become more enmeshed in workflows and decisions.
June 1
The Human Choice Company LLC -
Talking about the importance of one type of tax planning or another is far different from implementing all of those strategies across the industry.
May 29 -
Centri Business Consulting plans to use a $20 million credit facility from Citizens Financial Group for acquisitions and talent.
May 26 -
AI governance is awaiting its Ferdinand Pecora, counsel to the Senate Banking Committee in the 1930s, who built the evidentiary foundation for every protector system that followed.
May 25
The Human Choice Company LLC -
Most firm owners focus on the revenue lever they have pulled their whole career, but they may never have touched the other lever.
May 15
L&H CPAs and Advisors -
Plus, Xero announces XeroForce custom AI agent builder; Emburse releases new AI purchasing agent; and other news and updates from the accounting tech world.
May 15 -
Public accounting firms are having their own awkward conversation between the firm they built and the firm they now need to become.
May 15
The CPA Coach -
Whitman Advisory, Maxwell Leadership and Lions Pride Leadership partnered to launch a leadership development and coaching company.
May 11 -
The idea of semi-annual reporting is a guaranteed self-inflicted disaster, like using a knife while gripping the blade instead of the handle, writes Paul Miller.
May 11
University of Colorado and Colorado Springs -
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The firms that survive and thrive in the next 10 years won't be the ones with a great strategy alone.
April 21
Rosenberg Associates -
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While organizations are pouring incredible amounts of money into AI, lack of strong governance and coordination between leaders has blunted the effectiveness of these investments or even lost them money.
April 16 -
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Leaders from the Top 100 Firm name the top challenges to the profession — from private equity and tech, to staffing and change management.
April 11 -
Cybersecurity remains a key concern, according to the Center for Audit Quality and Deloitte's new report on audit committee effectiveness and priorities.
April 10 -
When accounting firm leaders build guardrails, train their people and stay actively engaged, AI will become a force multiplier — not a liability.
April 9Boomer Consulting Inc.














