Practice Management

Windsor Path, a family office-backed platform for accounting firms, acquired ASO Advisors, the non-attest business of Agresta, Storms & O'Leary in Indianapolis.

The Top 25 Firm is deepening its investment in an AI-driven accounting workflow platform, which includes a multiyear relationship to build AI audit solutions.

The discourse surrounding the future of accounting has largely centered on automation, AI and digital transformation. Yet many firms face a more immediate issue.

Lewis Group CPAs acquired specialty-trades accounting firm Atlas Accounting Group in April, expanding its presence in the Pacific Northwest

Will the profession wait for the AI equivalent of 1929 before applying what it already knows? The answer begins with examining what the current AI assurance landscape provides and what it does not.

Regional Leader Abbott, Stringham & Lynch acquired San Jose, California-based ArightCo.

Most firm owners focus on the revenue lever they have pulled their whole career, but they may never have touched the other lever.

Plus, Xero announces XeroForce custom AI agent builder; Emburse releases new AI purchasing agent; and other news and updates from the accounting tech world.

Plus, WICPA elects new chair; RSM announces a big slate of leadership appointments; Weaver names a new head of its India ops; and more firm and personnel news.

Public accounting firms are having their own awkward conversation between the firm they built and the firm they now need to become.