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The Rise of Non-CPAs in CPA Firm Acquisitions

CPA Practice

The accounting profession is undergoing a significant transformation as more non-CPAs acquire CPA firms. While private equity firms buying large CPA practices may make headlines, a more impactful shift is happening beneath the surface. The Trend: Why Are Non-CPAs Buying CPA Firms?

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The role of technology and AI in advisory services

ThomsonReuters

According to Katie Lomness, CPA and Founder of Lomness CPA and last years Thomson Reuters Firm of the Year, AI-powered tax technology has transformed her firms traditional accounting workflowsand its only the beginning. This shift empowers you and your staff to act as trusted advisors rather than transactional service providers.

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Strategies for identifying and converting clients for advisory services

ThomsonReuters

I know accountants and change dont go together, but you wont get a different result unless you do something different, says Sharon Theriot Macke, CPA & Founding Owner of Macke & Company, CPAs. This shift, however, demands a new mindset. They need it.

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5 time management tips for accountants and CPAs

ThomsonReuters

As an accountant or CPA, youre often juggling multiple clients, deadlines, and tasks, which can lead to overwhelming stress and burnout. In the fast-paced world of accounting and tax preparation, every minute counts. Over time, a sustainable time management system can be built that seamlessly integrates with your workflow.

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From peers to pioneers: Leveraging Practice Forward’s support network for success

ThomsonReuters

– Whitney Kisner, Director of Operations for Papin CPA and a user of Practice Forward Leveraging the Practice Forward community and resources One of the standout features of Practice Forward is its thriving community of like-minded professionals.

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Whitepaper: Elevate Your Firm’s Pricing Strategy. Are You Leaving Money on the Table?

CPA Practice

This white paper provides actionable steps and real-world examples to help you implement new strategies and grow your firm. Thanks for reading CPA Practice Advisor! CPA Practice Advisor has products that deliver powerful content to you in a variety of forms including online, email and social media. © 2025 Firmworks, LLC.

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Women accounting professionals are thriving in advisory practices, and so can you

ThomsonReuters

Katie Lomness, Founder of Lomness CPA, reflects on her transition to advisory, emphasizing the importance of having the right team and resources. As Whitney Kisner, Director of Operations for Papin CPA and a user of Practice Forward, expressed, The Thomson Reuters Practice Forward community is amazing.

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