If you read our article last year on CPA licensure reform, you may remember that Kentucky was on the holdout list. Seven states were still clinging to the traditional 150-hour model with no alternative pathway in sight. Kentucky was one of them. Not...
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The deadline has passed, the returns are filed, and if your firm is like most, the first week of May looks a lot like exhaling. That exhale is...
On April 7, 2026, EY announced the global rollout of enterprise-scale agentic AI across its assurance practice, embedding a multi-agent framework...
Most mid-market firms wait until Q4 to begin strategic planning, and that timing is precisely why most strategic plans do not produce results. By the...
A belief is circulating in professional services firms that AI will eventually make the tools they rely on today obsolete. The reasoning sounds...
Why accounting firm acquisitions succeed, or stall, and how to manage the pace of change. The accounting profession is in the middle of one of the...
Accounting Firms Should Embrace AI Generative AI has produced a predictable reaction across the professional workforce: anxiety. Employees are...
Growth is exciting until the foundational operating model begins to crack.
In middle-market M&A and investment banking, referral relationships still carry enormous weight. Deals do not come only from outbound prospecting,...
When AAFCPAs announced its acquisition of McLaren & Associates CPAs, the headline was not simply about growth in size. The more meaningful shift was...
If you lead an accounting, advisory, or M&A practice, you have probably felt the shift: AI went from “interesting” to “everywhere” in about a year....
In early 2025, a quiet but consequential regulatory decision in Arizona signaled a meaningful shift in the professional services landscape. The...
January 2026 delivered a revealing snapshot of the accounting firm M&A market. Not because of a single blockbuster transaction, but because of the...
Every year, it plays out the same way.
Several years ago, when cloud workpapers first entered the mainstream, most audit leaders treated them as an internal upgrade - something that made...
Acquisitions often start with a sense of optimism and anticipation. The initial discussions resemble a courtship, each side eager to impress. The...