Family-office-backed accounting firm platform Elevate announced its acquisition of San Mateo, California-based Gilmore Advisors, which was effective Sept. 1.

Top 25 Firm Cherry Bekaert is making its first foray into the Pennsylvania market by acquired Regional Leader Herbein + Co.

Top 50 Firm Doeren Mayhew acquired Nashville-based CPA firm Carson & McKinney CPAs, expanding its presence in the region, as of Sept. 22.

IRIS released a pre-configured streamlined version of its firm management platform specifically for mid-market U.S. CPA firms.

Private equity-backed firm Sorren acquired Healthworks, a healthcare consulting firm specializing in healthcare disputes and arbitration hearings.

ERP company DualEntry announced $90 million in Series A funding from Lightspeed, Khosla Ventures and GV in order to support its AI-native ERP system.

Sainvus is backed by long-term investors, including family offices and endowments, and is targeting firms with high-net-worth and small business clients across the United States

Grant Thornton Advisors is growing internationally, as GT member firms in France, Spain and Belgium join the platform.

Top 25 Firm Carr Riggs & Ingram today acquired Williams Steinert Mask, entering the San Antonio market and expanding its presence in Texas.

The Top 25 Firm is expanding in the Midwest by acquiring Mize CPAs in Topeka, Kansas, along with its affiliated wealth management firm, Prism Financial Group.

Plus, Workday rolls out host of new AI agents, introduces "flex credits"; Canopy Smart Intake now includes AI-driven document requests; and other tech news.

Bolotin Financial Group joins EisnerAmper's Prosperity, and 512Financial acquires HireBetter.

Top 10 Firm BDO USA announced its largest expansion ever — combining with the Southeastern powerhouse and Top 100 Firm Horne.

A group of firms is combining under the Richey May brand to create a national footprint and rank among the Top 50 Firms.

Elevate, a new family office-backed platform firm, made its first acquisition with TYS Advisors, effective Aug. 1.

Top 100 Firm Smith + Howard acquired Birmingham, Alabama-based Horton, Lee & Burnett, expanding its Southeast footprint.

Registered investment advisor Savant Wealth Management acquired PrairieView Partners, a CPA-led RIA based in St. Paul, Minnesota.

The Top 25 Firm based in New York is acquiring Ostrow Reisin Berk & Abrams, a Regional Leader based in Chicago.

Modera Wealth Management acquired New Jersey-based accounting firm Ferrentino & Associates to expand its in-house tax capabilities.

Top 50 Firm Ascend acquired KSDT, effective Sept. 1, marking the firm's largest transaction to date.