1+ week, 5+ day ago   (813+ words) AI bots like ChatGPT are already widely used for drafting personalized emails, engagement letters, proposals and other client-facing content. But when used strategically, they can help CPA firms analyze client feedback, identify recurring concerns, understand changing expectations and spot patterns…...

1+ week, 5+ day ago   (145+ words) CRI added Morrison & Smith; Ascend acquired GreerWalker; Nichols Cauley added LaRocco; Accuity acquired KKDLY; Grimes added Stevens and Ciccone; BGM acquired John T. Chipman; and WPWealth added Optimus Capital Advisors. Acquisitions by Carr, Riggs & Ingram, Ascend, Nichols Cauley and more. Employees…...

1+ week, 5+ day ago   (284+ words) "We wanted this to be a resource for the entire accounting profession," Hubbard said. "It's powered by Boomer, but the goal is bigger than us. We want professionals to have one central place where they can explore the software available…...

1+ week, 5+ day ago   (780+ words) Finance department heads grapple with one dilemma that defines their careers: They're responsible for the economic efficiency of their organizations, yet they themselves constitute a non-revenue cost center. They're exactly the kind of overhead they need to minimize, so they…...

2+ week, 6+ day ago   (416+ words) As AI coding assistants become more powerful, a small but growing minority of people – including accounting and finance leaders – have turned to "vibe coding" to meet their software needs (see previous story.) However, much like other major vendors, Diya Jolly,…...

2+ week, 6+ day ago   (1162+ words) Acquiring another accounting firm may seem like a quick and easy way to boost growth — particularly when compared to the slow slog of building up business organically — but it's really neither quick nor easy. For many of this year's Fastest-Growing…...

3+ week, 4+ day ago   (159+ words) The combined firm will launch under the name BST Gallagher Flynn, a regional accounting and advisory firm serving clients across the Northeast. The firm brings together over 230 employees across offices in New York, Vermont, New Hampshire and India. Latham, New…...

4+ week, 18+ min ago   (615+ words) A firm's first full-time employee is a major milestone — one that requires more thought and planning that you might expect, according to Rebecca Himango, the founder of illuminHR, who walks firms through building up the infrastructure they need to support…...