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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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Your AI Operating Reset: The Once-in-a-Generation Unicorn Moment for CPA Firms
Every decade or two, an alignment happens that changes the trajectory of an entire profession. For accounting firms, that moment is now. AI has matured from a novelty to 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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Why Many Accounting Firms Can’t Afford to Ignore IT Headaches Anymore
Ask most CPA firm leaders what keeps them up at night and you’ll hear about staffing, tax deadlines and client expectations. Increasingly, though, IT issues sneak into that list for…
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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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From Hype to Help: How CPA Firms Can Actually Use AI Today
AI is quickly becoming one of the most talked-about technologies in the accounting profession — and for good reason. As pressure mounts on CPA firms to increase efficiency, manage talent…
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A CPA Firm’s Simplified Guide to Cybersecurity Compliance
Compliance expectations for CPA firms are rising, with both the Internal Revenue Service (IRS) and the Federal Trade Commission (FTC) outlining clear standards for how firms should manage and safeguard…
