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Where AI Can Actually Help CPA Firms During Busy Season
Once firms align on why AI needs a different approach during busy season, the next question is inevitable. Where can it actually help? The answer is not everywhere, and that’s…
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Boomer Tech Circles November Recap: Strategy, AI and a Very Good Steak
The November 2025 Boomer Technology Circles brought together CPA firm leaders who are shaping how their organizations use technology to drive strategy. Across two days in Kansas City, one theme…
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The CPA Roll-Up’s AI Window, Part 2: The AI Arbitrage – Why the Window Hasn’t Closed (Yet)
If AI is the catalyst for the next breakout accounting platform, why hasn’t anyone built the unicorn yet? After dozens of private equity deals since 2020 and nearly every firm…
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Driving Enhanced Exit Multiples in CPA Roll-Ups: How Tech Integration Impacts IRR and Mitigates Deal Risks
Executive Summary The Pace of Consolidation Is Only Increasing PE-backed consolidation in the accounting profession is accelerating, with platforms acquiring regional and niche CPA firms at an unprecedented pace. But…
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Netgain Launches AI Enablement Services for Accounting Firms to Accelerate Adoption of AI
New offerings designed for CPA firm leaders and practitioners to gain proficiency and integrate AI assistants across core workflows MINNETONKA, Minn. – Nov. 13, 2025 – Netgain Technology, LLC, a…
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The Night of the Rampaging Frankenstack
It was a dark and stormy October night. CPA firms across the country were quietly preparing tax filings, reconciling accounts and sipping their pumpkin spice lattes. But in the shadows…
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De-Risking CPA Firm M&A: How a Proven IT Playbook Accelerates Value Creation
The Rising Stakes of CPA Firm M&A M&A has increasingly become an important lever of growth for CPA firms. M&A activity in the accounting sector has accelerated in 2025, with…
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From Roll-Ups to AI-Powered Platforms: How Technology and AI Are Redefining CPA Firm Value
Private equity-led consolidation is reshaping the accounting profession. Technology, once a back-office function, has become the core engine of value creation. For consolidators like Ascend Together, Springline Advisory and Platform…
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Netgain Launches CPA Cloud Essentials – A Turnkey Azure Solution Tailored for Growth-Minded CPA Firms
New Fully Managed Offering Addresses Critical IT Challenges and Positions Firms to Accelerate AI-led Innovation MINNETONKA, Minn. — Aug. 6, 2025 — Netgain Technology, LLC, a leading provider of managed…
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What to Expect from an Accounting-Focused IT Partner
Technology is no longer a back-office function for CPA firms. It’s the infrastructure that supports client responsiveness, remote access, security and speed under pressure. And yet, many firms are still…
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Demystifying SOC 2 and SOC 3: What They Actually Prove About Your IT Partner
If you’ve evaluated a managed IT or cloud provider recently, you’ve probably heard the phrase “SOC 2 compliant.” It’s a staple in sales decks and proposals — but what does…
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Cloud vs. On-Prem: Why CPA Firms Are Moving to the Cloud
For many CPA firms, IT infrastructure has historically been an afterthought—something managed in-house with minimal investment beyond basic security and compliance needs. But as firms grow, expand services and adopt…
