Practice management

Avantax acquired Sweeney Kovar, and Marsico Financial Group bought Care Accounting.

Ignition, a practice management solutions company, appointed Greg Strickland as CEO and Amy Foo as CEO, with former CEO and co-founder Guy Pearson taking the role of executive chairman.

They give advisors an opening into deeper conversations with clients, while their clients can express the larger vision behind their hopes for the future.

Whether you are the lowest-level employee or highest-level CPA firm owner or partner, your job is to provide services for the person hiring or engaging you.

The small Tampa auditor picked up a big tranche of engagements from another auditor that exited the field.

KPMG appoints new global head of audit; Weaver launches health care advisory practice; and more news from across the profession.

Plus, FloQast achieves ISO 42001 certification on AI systems; and other accounting tech news and updates.

FinQuery announced the appointment of Joe Schab as CEO, George Azih as executive chairman and Justin Smith as COO.

Carr, Riggs & Ingram, a Top 25 Firm based in Enterprise, Alabama, has added CapinCrouse, a Regional Leader based in Indianapolis, effective Jan. 17, 2025.

KPMG US set up a subsidiary that has filed an application in Arizona to establish a law firm in the state, with hopes of going national.

Accounting and auditing analytics software company Caseware has bought Extractly.ai, an Australian AI startup that offers intelligent document processing.

As a firm leader you have hundreds of opportunities every week to give positive feedback to your team.

Two leaders exit SEC; Illinois CPA Society welcomes largest class of Mary T. Washington Wylie Internship Preparation Program scholars; and more news from across the profession.

Plus, Corecentric enhances its International Tax Management Engine; and other accounting tech news and updates.

Ohio-based Top 100 Firm GBQ Partners has expanded its presence in Cincinnati by acquiring Wirth Lowe Wissemeier CPAs.

The emotionally and financially taxing process of a separation demands careful planning, multifaceted form-filing to the IRS and, probably, an advisor for each spouse.

Finding talent tops the profession's concerns, according to a new report from the Massachusetts Society of CPAs.

Boston-based Top 100 Firm KLR has added Sullivan Bille P.C., based in Andover, Massachusetts.

The International Ethics Standards Board for Accountants plans a standard-setting project on accounting firm culture and governance in response to a new report.

A survey from Wolters Kluwer found that accounting firms are planning major tech investments in 2025.