03 JAN 2025 / MONTHLY ACCOUNTING INDUSTRY CAPSULE

Dec 24 – 10 Mins Accounting Industry Recap

- MYCPE ONE Insights Team

In December 2024, several significant developments occurred among top accounting firms. Here are some of the most engaging articles from that month:

Moss Adams Acquires Yurgosky Consulting

Seattle-based firm Moss Adams announced the acquisition of Yurgosky Consulting Limited LLC, a technology, strategy, and analytics company. This move expands Moss Adams' technology offerings, particularly within the Salesforce environment. Read More

Cherry Bekaert Acquires Katz Nannis + Solomon

Raleigh, N.C.-based firm Cherry Bekaert acquired CPA firm Katz Nannis + Solomon of Waltham, Mass. This strategic acquisition enhances Cherry Bekaert’s advisory services and introduces comprehensive audit and tax services to the Boston area. Read More

Operating Company Enters the Accounting Profession with Bement & Company Deal

Franklin Alliance, an operating company, entered the accounting profession by acquiring Bement & Company CPAs of Bountiful, Utah. This hybrid model combines scalability and operational support while preserving local firm identity and culture. Read More

Smith + Howard Acquires Fahrenheit Advisors

Atlanta-based firm Smith + Howard acquired Richmond, VA-based consulting firm Fahrenheit Advisors, marking its first Mid-Atlantic office and expanding its service offerings. Read More

Citrin Cooperman Welcomes New CIO Kimberly Paul

New York-based firm Citrin Cooperman appointed Kimberly Paul as the firm’s Chief Information Officer. Paul brings 25 years of experience leading IT functions across complex, data-centric companies. Read More

Springline Advisory Announces Partnership with HM&M Advisory, LLC

Dallas-based Springline Advisory, backed by private equity firm Trinity Hunt Partners, partnered with Dallas-based firm HM&M Advisory, LLC. This partnership aims to provide greater access to capabilities and geographic reach of larger firms. Read More

UHY Secures Strategic Growth Investment from Summit Partners

Farmington Hills, Mich.-based firm UHY LLP announced a growth investment from Summit Partners to support the expansion of its team, technology, and client service offerings, accelerating both organic and acquisition-driven growth. Read More

BGM Announces Leadership Changes

Bloomington, Minn.-based Boeckermann Grafstrom & Mayer (BGM) named Dane Boeckermann as the new CEO, succeeding Cory Parnell. Jason Marvin was appointed as the new president of CPA services. Read More

LBMC Names Anna Maddox as Chief People Officer

Brentwood, Tenn.-based firm LBMC appointed Anna Maddox as Chief People Officer to lead initiatives fostering a people-centered culture aligned with the firm's mission of delivering exceptional client service. Read More

Ascend Expands into Boston Market by Adding Walter Shuffain

Arlington, Va.-based Ascend, supported by private equity firm Alpine Investors, announced that Boston-based firm Walter Shuffain will join its growth platform, effective Jan 1, expanding Ascend's presence in the Boston market. Read More

These articles provide valuable insights into the dynamic changes and growth within top accounting firms.

Until next time…

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Dec 24 – 10 Mins Accounting Industry Recap

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