Four in five M&A professionals see deal volume increasing over the next six months, which should come as no surprise to accounting firms considering a recent flurry of activity.
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Firm practice management
How financial services companies are responding to employee demands
If you’re a CFO struggling to retain talent, it may be time assess whether you’re keeping up with the competition in terms of offering a flexible work schedule and adequate compensation.
Grant Thornton deal continues the private-equity investment trend
The top 10 firm is the largest to strike a deal with private equity but isn’t the first. Four other noteworthy deals have been struck in the past two years.
Risk concerns remain for CFOs, but they see improvement ahead
Three in five finance leaders say “now is not a good time” to take greater risks, according to Deloitte’s first-quarter North American CFO Signals survey, partly because of expected upcoming interest rate cuts.
Firms find it’s cool to be kind
How three firms have employed kindness initiatives to create a culture that attracts and retains talent.
Diversification or dabbling? You make the call
Undertaking a new service or providing service to a client in an industry with which the CPA is unfamiliar, referred to as “dabbling,” can elevate the risk of errors and professional liability claims. Learn why.
Psychological safety: Creating a workplace where all thrive
Can your team voice disagreement or admit mistakes without fear of termination? Learn how leaders can create a psychologically safe environment.
JofA roundtable: Why 2024 is shaping up as a big year for ‘people tech’
There’s more to technology than artificial intelligence. Discover other tech topics CPAs need to know in the latest episode of the JofA podcast, featuring three of the top technology experts in the accounting profession. This is the second of two parts.
Tech roundtable: AI and automation go way beyond ChatGPT
There’s a lot more to artificial intelligence than ChatGPT. What is it and how will CPAs be affected? Find out from three top accounting technology experts in the latest episode of the JofA podcast, which includes a full transcript.
Return-to-office politics: 4 tips for reducing talent attrition
A survey finds that high-performing workers often balk at being forced back into the office, giving companies plenty to consider before mandating a return.
Do names matter? Risk and the use of ‘merger’ or ‘acquisition’
Referring to an acquisition as a merger can have a serious impact on successor liability and inadvertently cause your firm to take on liability for services rendered by the acquired firm pre-transaction.
Preparing clients for lifestyle changes in retirement
Retirement planning isn’t just about the money. CPA financial planners can help clients prepare in nonfinancial ways as well.
Finance leaders have trust issues with their data
Almost 40% of CFOs in a global survey do not completely trust the accuracy of their organization’s financial data, and trust is even lower for finance leaders who are closer to the numbers.
Flexibility at work: More companies move away from in-office model
The percentage of U.S. companies requiring employees to work fully in offices has dropped by nearly 25% since the beginning of 2023, with a hybrid model continuing to take hold.
ERC, BOI, e-signature relief: 3 focus areas for tax advocacy
An AICPA tax leader discusses advocacy “wins” from 2023, focus areas for 2024, and explains why comment letters sent to legislators are just “the tip of the iceberg”.
From CFO to CEO: An increasingly popular path
The percentage of open CEO seats filled by CFOs at large companies rose to a record level in 2023, as did the percentage of women and racially and ethnically diverse leaders.
As excitement about Gen AI grows, can companies keep up?
The majority of Americans are excited about the role Gen AI can play in their everyday lives, but a global survey finds that the majority of executives aren’t thrilled with their companies’ level of commitment to the rapidly growing technology.
Accountants after dark: Evening work is common, research finds
More than one-third of month-end closing tasks were completed after 7 p.m., according to a software company’s review of its users’ habits.
Gen AI, business model transformation, and more with AICPA & CIMA CEO
The CEO of AICPA & CIMA explains how the move by private-equity investors into accounting is just one step in firm transformation and why a world “devoid of trust” needs accountants.
Oh BOI: The Corporate Transparency Act and CPA firms
The self-reporting requirements of the Corporate Transparency Act will affect many small and midsize businesses as well as sole practitioners — the bread-and-butter client base for most CPA firms. CPAs may face professional liability risk for a client’s noncompliance with the law, which includes new reporting requirements related to beneficial ownership information (BOI).
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From The Tax Adviser
August 30, 2025
2025 tax software survey
July 31, 2025
