Tax
Oct 29, 2026
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3 min read
Practice Management
Conventus combines monthly learning, peer roundtables, quarterly benchmarking, 90-day clinics, and an annual summit for independent firms.
Technology
The expansion reaches reconciliations, journal entries, audit, tax, and close work, while leaving approvals and final judgment with finance professionals.
The deal combines a $40 million Series B with a $60 million growth facility as Collective tries to bundle bookkeeping, payroll, tax, and financial services for one-person companies.
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Frank Bisignano's family fund is offering the contribution to children ages two through eight in ZIP code 11234, but families still need an eligible account.
IRS & Regulation
A four-form process pushes retirement transfers online, but it is optional and advisers want a firm end date for paper.
Oct 27, 2026
The new package includes client intake, ProConnect and Lacerte integrations, and a named support specialist without an enterprise contract.
Firm Growth
The No. 41 firm has completed more than 65 acquisitions, and its new capital package is built to fund the next round of deals, technology, and talent.
Oct 28, 2026