Special Program Root Tag

By coordinating with a client's other financial professionals, such as lawyers and accountants, financial advisors have the potential to deliver even more value.

For many firms, the decision to pursue private equity is not theoretical; it is a complex leadership conversation that touches every aspect of the firm, from culture and governance to partner economics and long-term strategy. In this session, accounting firm leaders who have evaluated — and in some cases pursued or declined — private equity will share how their leadership teams approached the decision-making process.

Private equity transactions in accounting are evolving quickly. What began as a relatively new source of capital for a handful of firms has become a more sophisticated market with changing deal structures, different investor expectations, and new questions around governance, leadership control, compensation, and exit strategies. This panel will explore how PE deals are being structured today, what firms should understand about recapitalizations and future liquidity events, and how the role of investors is changing as the profession moves deeper into its PE era.

Strategic investment in accounting is no longer a niche topic reserved for the largest firms. As firms confront succession challenges, capital constraints, talent shortages, and the need to invest in technology, leaders are exploring a wider range of ownership and growth models — from traditional mergers to alternative practice structures and private equity-backed platforms.

The billable hour was always just a stand-in for something harder to measure. AI has finally made that obvious.

Accounting Today's annual ranking of the top firms in accounting software reselling.

The AI Native Accounting Foundation announced the winners of its first-ever AI Native Accounting Awards.

Firms that rely on the old-fashioned billable hour are in the minority compared to fixed fee, value pricing and other models.

The leading CPA financial planners with over $1 billion in assets under management, from Accounting Today's annual ranking.

The problem is not that the technology team lacks competence. The problem is that AI transformation is not a technology project.

Due to high interest, Accounting Today is extending the deadline of its annual VAR 100 survey by one week until the end of the day on Friday, June 5.

Talking about the importance of one type of tax planning or another is far different from implementing all of those strategies across the industry.