Practice Management

As AI gets more integrated into accounting firm operations, you need people who already know how to work with AI, and how to give the right prompts and commands.

Firm360 announced new tax prep automation capacities via an integration with Juno.

The Top 100 Firm is getting a majority investment from Lightyear Capital, while its previous investor, Unity Partners, will maintain a minority position in the firm.

The International Ethics Standards Board for Accountants released a staff publication on the ethical implications of emerging technologies such as AI.

Shultz Huber & Associates acquired Stroh, Johnson & Company, effective as of July 1, expanding its presence in Ohio.

Accounting firms must optimize for AI‑visible authority, not clicks or vanity thought leadership.

AI is changing the way tax practitioners work in significant ways, but none of them involve massive job losses or shrinking demand for accountants and auditors.

The Top 50 Firm acquired The Hultquist Firm in Greenville, South Carolina, which will join as Milestone Advisors.

Edgefield Group has expanded its formerly private training for individual firms into publicly available CPE courses, as well as launched a new learning platform on using Microsoft Copilot for accounting workflows.

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