Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology integrations.

The private equity-backed accounting firm added McGee, Hearne & Paiz in Cheyenne, Wyoming, to expand its Western geographic footprint.

Armanino announced the acquisition of Florida-based ERP implementation and support specialist Complete Business Solutions.

The Top 10 Firm based in Chicago plans to acquire a Regional Leader based in Savannah, Georgia, expanding its presence in Georgia and Florida.

Grassi merged in Anstiss & Co.; and Platform Accounting Group added AKM Advisors.

Plus, Intuit tests new interface combining QBO and Mailchimp; Ignition appoints new CEO, CFO; and other news from the accounting tech world.

For accountants with clients with multiple entities, one of the biggest bottlenecks is in multi-entity consolidation, especially family offices. How can you, as their trusted advisor, help combat the issue?

Avantax acquired Sweeney Kovar, and Marsico Financial Group bought Care Accounting.

Big Four firm Deloitte has acquired substantially all the assets from cloud ERP/HCM automation platform SimplrOps.

Carr, Riggs & Ingram, a Top 25 Firm based in Enterprise, Alabama, has added CapinCrouse, a Regional Leader based in Indianapolis, effective Jan. 17, 2025.