3+ day, 11+ hour ago   (774+ words) Home > Firm Management Almost half of the top 30 U.S. CPA firms had some form of private-equity investment or alternative practice structure. These are the buzzwords of our time, being touted by every buyer. If you own an accounting firm and have…...

5+ day, 12+ hour ago   (582+ words) Start treating client intelligence as a continuous, firm-wide discipline, rather than an annual survey. For years, our profession treated the client survey as an annual checkbox. Send it out, tally the results, thank clients for their time and move on…...

1+ week, 3+ day ago   (595+ words) After launching in February, San Francisco-based Accrual is jumping into client accounting services with both feet after acquiring the accounting firm-specific technology and business of AI-native accounting platform Puzzle. After launching in February and raising $75 million in funding, San Francisco-based…...

1+ week, 3+ day ago   (529+ words) By Mahati Mukkamala, Chief Financial Officer, HubSync. Recruitment addresses only the beginning of the talent lifecycle. Once a new hire accepts an offer, firms still have to determine how that person will develop as the nature of entry-level accounting work…...

1+ week, 3+ day ago   (365+ words) Home > Mergers and Acquisitions Morgantown, WV-based accounting and advisory firm Gray Griffith & Mays has acquired fellow Morgantown firm Lambright & Gutta, effective Sept. 1. Financial terms of the deal weren’t disclosed. As part of the transition, Kimberly Gutta, a partner of Lambright…...

1+ week, 4+ day ago   (342+ words) Home > Mergers and Acquisitions Top 25 accounting firm Carr, Riggs & Ingram has added Tuscaloosa, AL-based public accounting firm Morrison & Smith, expanding CRI’s presence in its home state. Financial terms of the deal weren’t disclosed. The Morrison & Smith team will continue to…...

1+ week, 4+ day ago   (327+ words) Home > Mergers and Acquisitions The Princeton, NJ-based top 20 firm has added Farber Hass Hurley, a public accounting and tax firm headquartered in Chatsworth, CA, effective Sept. 1. Top 20 accounting firm Withum has added Farber Hass Hurley (FFH CPAs), a public accounting…...

1+ week, 4+ day ago   (385+ words) Home > Mergers and Acquisitions The Atlanta-area financial services company has added Norcross, GA-based LaRocco, a privately owned employee benefits brokerage and advisory firm. Nichols Cauley, an Atlanta-area financial services company dedicated to small and midsized businesses, has acquired A.A. LaRocco & Associates,…...

1+ week, 4+ day ago   (269+ words) New bundled offerings will make it easy for students to combine Mentor Plus's advisory training with UAC's other certifications, coaching, and courses. The Impactful Advisor, the advisory training platform founded by Geni Whitehouse, CPA.CITP, CSPM, to help bookkeepers and…...

1+ week, 4+ day ago   (327+ words) An "apprenticeship ledger" gives accounting firms a concrete way to protect the judgment pipeline. Accounting firms are racing toward a version of artificial intelligence that does more than answer questions. CPA Practice Advisor recently described Ramp Stack as an AI…...