Going Concern

JULY 17, 2025

That’s the amount of money that’s been poured into CPA firms in the last six years per this amazing CPA Trendlines research. To date, private equity has a capital foothold in 10 of the top 30 accounting firms in the US and is projected to make that figure more than half by the end of this year.

cpa firm

CPA Practice

DECEMBER 3, 2024

UHY is getting an injection of private equity funding from Boston-based investment firm Summit Partners, calling it a significant milestone in its growth and strategic development, the top 30 accounting firm said on Dec. With this deal, more than 35% of the top 30 accounting firms in the U.S. In the U.S.,

Non-Profits

Accounting Today

JULY 9, 2025

Accountants are central to bridging this gap. Without active accountant involvement, organizations risk over-relying on passive technological defenses. Accountants who grasp these behavioral dynamics are better equipped to lead businesses through the emotional and operational challenges of building stronger defenses.

Technology

CPA Practice

JULY 28, 2025

Top 60 accounting firm Katz, Sapper & Miller announced Monday its formal entry into the Chicago market with the addition of MichaelSilver, a Deerfield, IL-based advisory, tax, and assurance firm serving clients for more than 80 years.

cpa firm

CPA Practice

JUNE 25, 2025

Jason Bramwell The Institute of Management Accountants recently announced that it was expanding its competency framework for accounting and finance professionals. Jason Bramwell The Institute of Management Accountants recently announced that it was expanding its competency framework for accounting and finance professionals.

management accounting

ThomsonReuters

JULY 23, 2025

Let’s take a look. The c hallenge: Time- c onsuming, m anual d ata e ntry Like many accounting firms, Madsen, O’Meara and Company was consumed with manual data entry and struggled to manage their workload during tax season given the high volume of work and limited staff.

tax preparation

Accounting Today

AUGUST 1, 2025

EDT 3 Min Read Facebook Twitter LinkedIn Email Wipfli's offices in Wausau, Wisconsin Courtesy of Wipfli LLP Wipfli, a Top 20 Firm based in Milwaukee, received a minority investment of roughly 40% from New Mountain Capital, making it the latest accounting firm to score private equity funding. All rights reserved.

Technology

CPA Practice

JULY 16, 2025

Jason Bramwell Top 20 accounting firm Armanino has expanded its managed service offerings by joining forces with Strategic Accounting Outsourced Solutions, a specialized outsourced accounting firm. The firm says it serves small to midsized organizations in the family-office, nonprofit, and real estate industries.

Technology

Going Concern

NOVEMBER 8, 2024

Footnotes is a collection of stories from around the accounting profession curated by actual humans and published every Friday at 5pm Eastern. Comments are closed on Friday Footnotes and the Monday Morning Accounting News Brief by default. Talent Attn accounting employers: your talent woes are over!

Florida

ThomsonReuters

JULY 29, 2025

Jump to ↓ The challenge: Drowning in documentation The solution: SurePrep + UltraTax integration The results: Peace of mind and client growth A no-brainer investment When Josh Haislip took over his small CPA firm in Stanton, Texas, he knew he was inheriting more than just a client list.

cpa firm

ThomsonReuters

JUNE 4, 2025

Jump to Addressing the technology gap in CPA firms Key strategies for UltraTax CS implementation The hidden costs of not changing Are you ready to transform your CPA firm with UltraTax CS? However, for many small and medium-sized accounting firms, implementation can seem overwhelming. Lets take a look.

cpa firm

Accounting Today

JUNE 9, 2025

Gary Boomer June 9, 2025 10:00 AM Facebook Twitter LinkedIn Email As CPA firms grow into the $10 million to $100 million revenue range, operational complexity increases, especially during peak periods like tax season. All rights reserved.

Technology

Going Concern

JANUARY 3, 2025

Psst, take our 2025 Predictions for the Accounting Profession survey. Footnotes is a collection of stories from around the accounting profession curated by actual humans and published every Friday at 5pm Eastern. Comments are closed on Friday Footnotes and the Monday Morning Accounting News Brief by default.

auditor

Going Concern

OCTOBER 21, 2024

Yesterday Financial Times published a story about PwC UK’s top consolation prize : Senior PwC staff in the UK who will never be partners are to be offered a new “managing director” title as the Big Four firm seeks to keep top employees whom it is unwilling to admit to its £1mn-a-year partnership. forces dominant.

Account

CPA Practice

JUNE 26, 2025

OBannon A new study from Thomson Reuters comes with a stark warning to the tax and accounting industry: firms without artificial intelligence strategies could fall irrevocably behind in the next 12 months as competing firms leverage the technology to transform faster, serve better, and hire smarter.​

Technology

Accounting Today

JULY 9, 2025

Tax IRS Tax season Tax returns Tax regulations MORE FROM ACCOUNTING TODAY Practice management BDO names Matt Becker next CEO Matthew Becker, BDO USAs national managing principal of tax, has been ratified by a principal-wide vote to succeed Wayne Berson as the firms next CEO, effective July 1, 2026. All rights reserved.

Tax

Accounting Today

JULY 9, 2025

Meaden & Moore acquires ChainRing Advisors Mark Kasinec Meaden & Moore has acquired ChainRing Advisors, a Cleveland-based advisory and management consulting firm, and appointed its founder, Mark Kasinec, as director of advisory services. All rights reserved.

Account

Accounting Today

AUGUST 8, 2025

With the new bank import functionality, users can now securely connect to nearly any financial institution to import accounts payable and accounts receivable transactions, importing and matching transactions directly in CenterPoint. All rights reserved.

Technology

Canopy Accounting

MAY 26, 2025

However, when you future-proof your accounting firm's tech stack, you stay competitive while giving your team some breathing room. Keeping up with technologys evolution is easier said than done.

Technology

Accounting Today

JUNE 11, 2025

As is common among many accounting firms taking PE capital, Elliott Davis will operate in an alternative practice structure. Elliott Davis, a licensed CPA firm, will continue to provide attest services. Flexpoint had evaluated other CPA firm platforms but with Elliott Davis it was love at first sight.

Technology

CPA Practice

JUNE 25, 2025

The top 40 accounting firm is growing its presence in the Nashville market by joining forces with Maggart, one of the largest CPA firms in the Middle Tennessee region, effective June 2.

Tennessee

Going Concern

FEBRUARY 6, 2025

Two years ago, two years after the first major private equity investment in a top 20 firm kicked off a flood of similar investments in some of the largest non-Big 4 firms in the country, the AICPA formed a task force to “look into issues raised by private equity investors in accounting.”

audit

Analytix Finance & Accounting

JUNE 24, 2025

Let’s face it: managing accounting of your small-to-medium business in-house can be a challenge. But here’s the thing… Outsourcing your accounting isn’t just a convenience anymore — it’s becoming a competitive advantage in 2025. What is Outsourced Accounting? Tracking expenses.

Account

CPA Practice

NOVEMBER 19, 2024

Top 60 accounting firm Doeren Mayhew has expanded its footprint in western Michigan by acquiring Biggs, Hausserman, Thompson & Dickinson (BHT&D CPAs), a Saranac-based full-service CPA firm. Financial terms of the deal weren’t disclosed.

Michigan

Going Concern

APRIL 24, 2025

Naturally, WSJ had the full scoop : Accounting firms Baker Tilly and Moss Adams agreed to merge in a deal valued at roughly $7 billion, which would make it the largest firm in the industry to be partly owned by private-equity investors. The combined firm, which would be the sixth-biggest accounting firm in the U.S.,

audit

CPA Practice

JULY 17, 2025

The top 60 accounting firm has acquired Houston CPA firm Reimer McGuinness Hess CPAs & Advisors, growing its presence in the market, effective July 1.

Texas

Accounting Today

JUNE 9, 2025

EDT 7 Min Read Facebook Twitter LinkedIn Email I am optimistic about the "trusted advisor" destination that the accounting profession has marked as its territory, but skeptical of the partnership model as a means of transportation to that promised land. All rights reserved.

Account

CPA Practice

OCTOBER 25, 2024

is the latest to enter the private equity frenzy, as the top 50 accounting firm said on Oct. 25 that it has received a strategic growth investment from Lovell Minnick Partners (LMP), a private equity firm focused on investments in financial services, business services, and financial technology companies. 31, weren’t disclosed.

cpa firm

CPA Practice

MAY 2, 2025

The Troy, MI-based top 40 accounting firm is combining withMartinet Recchia, a family-owned CPA firm in the Cleveland suburb of Willoughby, OH.

Ohio

Going Concern

NOVEMBER 21, 2024

Are you having trouble finding remote accountants, CAS experts, auditors, or tax professionals for your firm or internal team? With our Always-On Recruiting service, you can access a pool of top remote accounting candidates without any upfront costs. Accountingfly can assist you!

Real Estate

CPA Practice

JUNE 17, 2025

This list ranks the top CPA firms by the number of SEC-registered hedge funds audited. Following the recent acquisition of the business of Spicer Jeffries LLP , Cherry Bekaert is now ranked first among middle-market accounting firms. hedge fund auditors, marking a significant milestone in the Firm’s history.

auditor

CPA Practice

AUGUST 1, 2025

Sidestepping consequential financial accounting and reporting pitfalls is one way to do just that. At a Glance Solid exits for emerging companies are increasingly scarce as investors and strategics flee to quality in an uncertain economic landscape.

Sales

Accounting Today

JUNE 9, 2025

Danielle Lee Managing Editor, Accounting Today mailto linkedin For reprint and licensing requests for this article, click here. All rights reserved. And this is just the beginning…we have some exciting things on our roadmap and look forward to sharing them very soon!"

Tax

CPA Practice

JUNE 12, 2025

Closer to home, accounting firm leaders face hiring challenges, succession planning woes and the very real question: what role will humans play as AI and automation take over more of our work? Build relationships to build resilience AI won’t replace accountants. So let’s revisit that advice and update it for the here and now.

Technology

CPA Practice

JULY 8, 2025

Jason Bramwell Practice management software provider Ignition said Tuesday it has launched an enhanced integration with practice intelligence platform Karbon, bringing together solutions that help accounting firms streamline how they engage and onboard clients—and get paid.

Technology

Accounting Today

JUNE 23, 2025

Dan Hood (00:02): Welcome to On the Air with Accounting Today; Im editor-in-chief Dan Hood. Jeff Weiner, his personal career and the tremendous growth trajectory of the Top 10 Firm Marcum that he led have both been extraordinary. I mean, thats the thing is to go from joining the firm to managing partner of it in 10 years.

accounting firms

Accounting Today

JUNE 9, 2025

Audit Audit preparation Client retention MORE FROM ACCOUNTING TODAY Accounting Koziel: There's more upside than downside for accountants The profession faces plenty of issues — but many come with strong opportunities, says the AICPA chief. All rights reserved.

auditor