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The unit will now be renamed Threadline Wealth, backed by investment from the Cynosure Group, and have $5.8 billion in client assets under management
March 20 -
Weaver names pair of tax partners; RubinBrown appoints assistant managing partner; and more news from across the profession.
March 20 -
The Top 100 Firm acquired human resources consulting agency Soaring Bird Solutions, expanding its ability to serve tribal nations and tribal enterprises.
March 19 -
The yearslong lawsuit involves the investors in a defunct hedge fund who sued the auditing firm for negligence, breach of contract and breach of fiduciary duty.
March 19 -
The Top 100 Firm acquired SD Mayer Advisory, expanding its presence on the West Coast.
March 19 -
McConnell Jones, the largest Black-owned CPA firm in the U.S., appointed William Taylor, Jr. as managing partner, succeeding founder Wayne McConnell.
March 19 -
KPMG International elected Gary Wingrove as its next global chairman and CEO, succeeding Bill Thomas in a four-year term, effective Oct. 1, 2026.
March 18 -
Big deals for CBIZ and Baker Tilly put them at the top of the league tables for new public company audit engagements for all of 2025.
March 18 -
Platform added a Boca Raton-based firm, entering the Florida market and expanding its presence in the Southeast.
March 17 -
It's not too late to build your accounting firm's quality management system, and it doesn't have to be overwhelming.
March 17
Accountability Plus -
Price, Reuben, and Associates, an advisory firm based in Calabasas, California, will join the Top 25 Firm's restaurant advisory practice.
March 17 -
AI is rewriting the org chart of the modern CPA firm.
March 17
L&H CPAs and Advisors -
While Xero has spent years adding AI features, this is the year it intends to spread the technology throughout the core of its product.
March 16 -
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Plus, Digits' payroll integrations goes from 1 to 18; Campfire announces Ember Agents; and other news and updates from the accounting tech world.
March 13 -
Aprio appoints first global M&A growth leader; Koltin Consulting names chief corporate development officer; and more news from across the profession.
March 13 -
Questions this season reflect confusion about 1099 income, new OBBBA deductions and retirement considerations, according to data from online expert platform JustAnswer.
March 12 -
The Top 50 Firm acquired Berman Hopkins CPAs & Associates, growing its presence in central Florida and continuing its expansion in the Southeast.
March 12 -
The global network of independent accounting, audit, tax and consulting firms surpassed $1 billion in total revenues for the first time last year.
March 11 -
The bonus is available to employees who pass all four parts of the exam within their first year at the Big Four Firm, starting with those who join on June 1.
March 11





















