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Accounting firms and departments need to modernize their policies for employee wellness, retention and organizational success.
July 6
John Jay College -
Marcum LLP, a Top 20 Firm based in New York, added Piccerelli, Gilstein & Company LLP, a CPA firm based in Providence, Rhode Island, in its latest expansion move.
July 5 -
Review what you do and how much time you really have to work on what is essential.
July 4
Withum -
The traditional busy season in the accounting profession is demanding on employees and this is when the risk for burnout can peak.
July 1
The Bonadio Group -
The Top 25 Firm became the latest accounting firm to receive PE funding with a strategic investment for an undisclosed sum from Parthenon Capital.
June 30 -
BPM combined with Avaunt; Carr, Riggs & Ingram merged in Pharr Bounds; Sikich acquired PKL; and Mauldin & Jenkins bought HSP.
June 30 -
CliftonLarsonAllen, a Top 10 Firm, is forming CLA Global Limited in collaboration with Evelyn Partners, a U.K.-based wealth management group.
June 30 -
L&H CPAs and Advisors -
There’s a simple technical fix for the exam cheating that landed Ernst & Young with a $100 million fine from the SEC, but the problems go deeper.
June 30 -
Wipfli Financial Advisors is investing in its people, and in maintaining a consistent employee experience.
June 30 -
Moss Adams, Dean Dorton, CapinCrouse and Avantax are expanding, and Crowe divests a line of tax tools.
June 29 -
Many professional service firms don't realize that many referrals come from people who aren't paying clients.
June 29 -
EY’s potential IPO of its consulting activities could trigger stock windfalls of as much as $8 million each for the consulting partners, compared to $2 million on average for audit partners.
June 29 -
A positive EX is no longer just nice to have; it’s mission-critical.
June 29
Boomer Inc. -
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 -
The workplace of the future will make room for all types of participation.
June 29 -
CliftonLarsonAllen’s CLA Foundation has committed $1 million in grants to the National Association of Black Accountants to seed NABA’s new Pathway to College program, support human capital needs, and create scholarships.
June 28 -
Regardless of whether they have reached retirement age, owners must identify the “why” of exiting their business as a first step. Transitions are often entwined with personal relationships, finances and emotions.
June 28
BPM -
“Inflation psychology” is back, complicating financial planners’ discussions with unnerved retirement savers.
June 27 -
The annual list recognizes top leaders from accounting firms across the country.
June 27


















