Research

The Bonadio Group holds annual firmwide Purpose Day; Eide Bailly refreshes brand; and more news from across the profession.

August 8
1 Min Read
Mass CPAs ACE.jpeg
TECH PIONEERS
Technology and connected office concept art - Best Firms for Tech 2025

Artificial intelligence is a key consideration for these 10 technology pioneers.

May 6
4 Min Read
Client onboarding and experience

Tech-forward accounting firms have devoted considerable time and resources toward improving client onboarding, cybersecurity and AI tools.

May 8
5 Min Read
Update Upgrade

Tech-forward CPA firms reported a variety of areas in need of a tech upgrade, especially practice management systems and tech infrastructure.

May 8
5 Min Read
LISTS & RANKINGS
Platform Accounting Group building in Holladay, Utah

Platform Accounting adds AWG Wine Advisors; Earned acquires Schwartz & Schwartz; Prosperity Partners acquires Pipaya; and Gail Rosen joins RRBB.

August 5
Cash flow with concept of water tap dripping dollar banknotes on blue background.

Here are six areas in which small business owners are feeling pressure where your advisory services may help them.

August 4
Ward-Jerry-EY.JPG

ICPAS to host annual summit; Grassi appoints CMO and CIO; and more news from across the profession.

August 1
Teamwork and cooperation concept - top view of six people - men and women - drawing or writing on a large white blank sheet of paper.

Plus, Lili introduces credit program; Mastercard announces Commercial Direct Payments solution; and other accounting tech news.

August 1
Document management

Plus, Pipe launches AI agents for small biz; Wolters Kluwer divests its Finance, Risk and Regulatory Reporting unit; and other accounting tech news.

July 25
Laidlaw-Dan-RRBB.png

INCPAS and VSCPA usher in new boards; CBIZ CPAs restructures leadership; and more news from across the profession.

July 25
Huckaby-Sarah-WhitleyPenn.jpg

Indiana CPA Society awards $24,550 in scholarships; Weaver and Herbein + Co. relocate offices; and more news from across the profession.

July 18
Bloomberg TA

Plus, Sage launches Tap to Pay feature; UHY offers CCMP accelerator courses; and other accounting technology news and updates.

July 18
Generative AI

Plus, the agentic future of customer service and support; CEOs have mixed results with AI and cybersecurity; and upgrades to Microsoft Teams.

July 16
Stewart-Kyle-REDW.jpg

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

July 11
Former Representative Billy Long, a Republican from Missouri, on the way to his confirmation hearing for the IRS commissioner job

Treasury Secretary Bessent will serve as acting commissioner, as President Trump plans to nominate Long for an ambassadorship.

August 8
1 Min Read
irs-building-2021.jpg

The move will enlarge refunds paid out to taxpayers early next year, ahead of the midterm congressional elections in November 2026.

August 8
1 Min Read