Editor’s note: This is the first article in a six-part series. The second part, which covers firm strategy, is also in this issue. “Change always comes to us from the outside in, forcing us to react, ...

BROOMFIELD, CO – December 19, 2025 – PRESSADVANTAGE – A growing number of small and mid-sized businesses are discovering a gap in traditional financial services: bookkeepers handle historical ...

High-income individuals and families prefer multi-family offices over various private wealth industry professionals (Exhibit 1). This preference increases as their level of affluence rises. The goal ...

Accounting is changing fast. For decades, firms built their business by delivering accurate compliance work—maintaining the books, preparing returns and billing by the hour. But technology has changed ...

The accounting profession is experiencing unprecedented consolidation, with traditional firm mergers and private equity acquisitions dominating the landscape. However, these conventional paths aren't ...

Many businesses hesitate to change accounting providers due to widespread myths about the transition process. Concerns about disruptions, data transfer complications and potential financial knowledge ...

Accounting firms are reporting strong growth in revenue, along with continuing increases in staff compensation, including for entry-level accountants, according to a new survey from the American ...

Many private-equity firms (PEF) have invested capital in larger accounting firms to facilitate the purchase of “technology ...

Crete PA's revenue exceeds $300 million with 20 firms acquired Thrive partners with OpenAI for customized accounting tools Venture capital targets traditional services for AI-driven growth June 4 - ...