Research

Jim Capparelli, CPA, is a wealth and tax strategist for JCJ Wealth and Tax Advisory LLC, DBA of Arrowroot Family Office, LLC. He helps families, professionals and business owners integrate strategy, reduce complexity and align their wealth with long-term purpose.

December 18
Jim Capparelli of JCJ Wealth and Tax Advisory
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The biggest firms in the profession
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Accounting Today's annual ranking of the leading national and local firms also includes data analysis, as well as their chief executives' take on the major issues facing their firms, and their strategies for success for 2026 and beyond.
AT - 030225 - Growth over 20%

The 26 accounting practices with the highest revenue growth in percentage terms in 2025 from Accounting Today's Top 100 and Regional Leaders report.

March 3
1 Min Read
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Growth strategies at the largest firms in the country this year are revolving around identifying and finding the right clients, and serving them better.

March 4
12 Min Read
LISTS & RANKINGS
BPM sign

BPM combined with Avaunt; Carr, Riggs & Ingram merged in Pharr Bounds; Sikich acquired PKL; and Mauldin & Jenkins bought HSP.

June 30
Moss Adams' offices in Seattle

Moss Adams, Dean Dorton, CapinCrouse and Avantax are expanding, and Crowe divests a line of tax tools.

June 29
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Many professional service firms don't realize that many referrals come from people who aren't paying clients.

June 29
AT-062822-War for Talent - Challenges

Research from Accounting Today dives into who's leaving accounting firms and why; what firms are trying to do to attract and retain top talent; and more.

June 29
AT062822-Top 10 firms audit share 2021 CHART

Ernst & Young takes the top spot in the league tables of auditing public companies in 2021.

June 28
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CSH also names next CFO; Weaver promotes 16; and more CPA news.

June 24
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There are several ways to get started in offering CAS to clients.

June 24
Environmental social governance (ESG) text on wooden signpost outdoors in nature

Three predictions on the evolution of the audit — and three ways you can respond.

June 24
Technology gap

It’s never too late for firms to start asking and answering these questions.

June 23
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The Summer '22 release emphasizes consolidation and automation; Incorta touts a new finance data hub; KPMG partners with Microsoft; and other tech news.

June 23
Tax day concept. The USA tax due date marked on the calendar.
AT Think

Here's a step-by-step guide to calendar blocking.

June 7
4 Min Read
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No relief in sight; just plane crooked; no fool like a gold fool; and other highlights of recent tax cases.

June 6
7 Min Read