Practice management

San Jose, California-based PP&Co acquired Ami Shah, and Mid-Atlantic Regional Leader LMC opened a new office with the addition of Ricky Spike and his team from Ives, Sultan & Spike CPAs.

The top two blockers to advisory growth aren't a lack of client demand — they're internal.

The Top 75 Firm will acquire Schmoyer and Company in Columbia, South Carolina, effective Aug. 1, 2026.

National Association of State Boards of Accountancy vice chair J. Coalter Baker stepped down to focus on his health.

The Top 50 Firm acquired New England Regional Leader GGG, expanding its presence in the Boston area.

The Top 50 Firm UHY acquired accounting and advisory firm ALW in Bettendorf, Iowa.

A recent study on romance scams found that bots were able to get people to install a sketchy app 46% of the time versus 18% for humans trying the same thing.

The 'one-times-revenue' era is over. Today's buyers are paying for durable, transferable cash flow.

Plus, Workday touts new Financial Audit Agent; Cherry Hill Advisory launches AI-enabled internal audit services; and other accounting tech news and updates.

Plus, Kaufman Rossin launches a PE practice; Centri announces promotions; and other firm and personnel news from across the profession.

There was a time, not long ago, when bookkeeping firms were apprehensive of cloud solutions. Those days are fading for modern bookkeepers.

Charitable remainder annuity trusts can be helpful, but advisors should be careful to follow new guidance issued by the IRS and U.S. Treasury Department.

Or even triple-digit, as the 2026 Fastest-Growing Firms share how they turbo-charged their revenue.

Client advisory services and outsourced accounting are helping the Bonadio Group, a Top 50 Firm based in Rochester, New York, build its client base.

Maybe it's the CTO, maybe it's the vendor, maybe it's the board, maybe someone else who is blamed. Studies found a wide range of answers.

Client expectations are evolving, and the firms that succeed will be those that adapt accordingly.

In the face of massive change, Randy Crabtree says accountants need to know these things about themselves.

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

While almost everyone is talking the talk on AI governance and control, recent data suggests far fewer are walking the walk, to the detriment of organizations.

Upon the historic deal's closing, Grant Thornton is expected to become the fifth-largest firm with more than $5 billion in domestic revenue and $7.5 billion globally.