PE, M&A, and AI: What Accounting Firms Need to Know Now for 2026

PE, M&A, and AI: What Accounting Firms Need to Know Now for 2026

In accounting, complexity has never been higher, and neither has opportunity.


With Top 100 firms growing 8.58% in 2025, Daniel Hood, Editor-in-Chief of Accounting Today, joins Kacee Johnson to unpack why firms between below $1B are outperforming the broader market.


They also get into:


• How cross-selling improves client retention and increases revenue per client

• Why growth is funding technology investments rather than technology driving growth


To further discover why 2026 is shaping up to be “the year of the client,” dive in here: https://www.accountingtoday.com/2026-the-top-100-firms-and-regional-leaders


Connect with us here:

1. Daniel Hood- https://www.linkedin.com/in/daniel-hood-3494ab49/

2. Kacee Johnson- https://www.linkedin.com/in/kacee-johnson/

3. Digits- https://www.linkedin.com/company/digits-financial/

Episoder(12)

Accounting’s Biggest Shift in 100 Years | Allan Koltin

Accounting’s Biggest Shift in 100 Years | Allan Koltin

If AI can deliver the outputs, why would clients still pay for the accountant?Allan Koltin, CEO of Koltin Consulting Group, joins Kacee Johnson to explore how accounting firms must evolve from service...

20 Apr 47min

The AI Advantage Accounting Firms Aren't Seeing Yet

The AI Advantage Accounting Firms Aren't Seeing Yet

We may be overestimating AI adoption today, and underestimating its long-term impact.Kimberly Ellison-Taylor, Founder and CEO of KET Solutions LLC and past Chair of the AICPA, joins Kacee Johnson to e...

25 Mar 46min

How MCPs Will Change Accounting in 2026

How MCPs Will Change Accounting in 2026

If you only learn one thing about accounting tech in 2026, it's MCPs.EVP of K2 Enterprises and NMGI’s co-founder & CEO Randy Johnston joins Kacee Johnson for a grounded conversation on what's real and...

23 Feb 43min

Why Younger CPAs Are Essential to AI Readiness | Susan Coffey

Why Younger CPAs Are Essential to AI Readiness | Susan Coffey

What does responsible AI look like inside the world’s most trusted profession?Susan S. Coffey, CEO of Public Accounting at the AICPA, joins Kacee Johnson to explore the non-negotiable guardrails for A...

12 Jan 42min

From Bookkeeping to Advisory: How Top Firms Reposition CAS for Growth

From Bookkeeping to Advisory: How Top Firms Reposition CAS for Growth

CAS practices are growing 30% annually. But most firms still can't scale past bookkeeping.In this episode, Kane Polakoff, Partner and CAS Practice Leader at CohnReznick, shares how they are approachin...

22 Des 202542min

The Trifecta: 2030 Playbook for CPAs with Jeff, Dan & Craig

The Trifecta: 2030 Playbook for CPAs with Jeff, Dan & Craig

Three of the most influential builders in modern accounting software explain the shift every firm will feel as AI reshapes the profession, both in the near term and the decade ahead.In this episode, D...

24 Nov 202547min

The Transformation Economy: A CPA’s Guide | Ron Baker

The Transformation Economy: A CPA’s Guide | Ron Baker

As AI accelerates work automation, how do accounting firms prove their value?Ron Baker, co-founder of Threshold, joins Kacee Johnson to explore ‘outcome focused accounting’.In this episode, they dive ...

3 Nov 202550min

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