Practice management

The Top 25 Firm is extending its outsourcing capabilities, particularly in the nonprofit and family office sectors.

The accounting sector is poised to undergo its greatest reshuffling in generations.

Windsor Path, a family office-backed platform for accounting firms, acquired WFFA Advisors, the non-attest business of Wagner, Fiber, Fine and Ackerman in New York City.

A major merger between two billion-dollar firms put CBIZ at the top of the list for new Securities and Exchange Commission Engagements.

Thomson Reuters debuted two agentic AI offerings that are aimed at improving tax and advisory workflows: Ready to Advise and Ready to Review.

The Big Four firm has acquired certain assets of boutique firm Trust Processing Solutions, based in Cincinnati.

Don't risk everything you've built for a short-term saving on a template. In today's world, that's the difference between surviving and thriving.

The VeritShield service offering is designed to help firms actively build and maintain a Written Information Security Program as required by the IRS.

The Senate passed a bipartisan bill that would provide tax-filing relief for taxpayers in states that have issued state-level disaster declarations, sending the bill to President Trump for his signature.

Wiss hosts third annual summer financial literacy program; Schneider Downs adds five shareholders; and more news from across the profession.

Auditing card transactions for fraud and policy violations is a specialized task, one that auditors and finance professionals are trained to handle.

Plus, Abacus announces $6.6 million seed funding for agentic AI assistants; and other news and updates from the accounting tech arena.

Smith + Howard, an Atlanta-based Top 100 Firm, has opened two new tax practices: site selection + incentives and state and local income tax consulting.

Ramp released of its first set of AI agents, "built and trained to think like your sharpest controller and work like a thousand of them—around the clock."

Matthew Becker, BDO USA's national managing principal of tax, has been ratified by a principal-wide vote to succeed Wayne Berson as the firm's next CEO, effective July 1, 2026.

Meaden & Moore acquires ChainRing Advisors; Platform Accounting expands in Chicago.

The PE-alternative Franklin Alliance acquired Robert Morris & Company in New Bloomfield, Pennsylvania, as it aims to create a platform of local CPA firms.

The Top 25 Firm based in New York is expanding to Richmond, Virginia, by combining with a firm with specialized tax services.

Now is an excellent time to expand your horizons and target millennials and Generation Z.