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Wipfli scores PE investment from New Mountain Capital

Accounting Today

EDT 3 Min Read Facebook Twitter LinkedIn Email Wipfli's offices in Wausau, Wisconsin Courtesy of Wipfli LLP Wipfli, a Top 20 Firm based in Milwaukee, received a minority investment of roughly 40% from New Mountain Capital, making it the latest accounting firm to score private equity funding. All rights reserved.

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Tech news: Bloomberg announces new features for AI Assistant

Accounting Today

Bloomberg announces new features for AI Assistant Bloomberg Tax and Accounting announced a bevy of new features for its AI Assistant. Users can accept contactless cards and digital wallets; and automatically reconcile payments in Sage Accounting. All rights reserved.

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Elevating Credit Processes with AI: Experian Assistant for Model Risk Management

Trade Credit & Liquidity Management

Enhanced Governance and Accountability: The platform supports internal workflow approvals, scalable governance, and creates a consistent process across teams. Editor’s Note: SR 11-7 is a supervisory guidance document issued in 2011 by the U.S.

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What This Owner Learned After 10+ Acquisitions and Divestitures w/Marcus Dillon, CPA

Jetpack Workflow

Guest Bio Marcus Dillon is a distinguished figure in the accounting and business advisory landscape, known for his innovative approach to client service and firm management. Marcus’s journey began in 2011 when he took a bold step into entrepreneurship by acquiring a block of business worth $400,000.

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On the move: Nisivoccia wins President's Award for advocacy work

Accounting Today

CALIFORNIA Nick Satterfield was promoted to partner at Wheeler Accountants, San Jose, where he started as an intern in 2014. The 2025 Accounting MOVE Project, Atlanta, launched a new survey, The Cost of Losing Talent Research Survey, which can be completed by participating firms here. All rights reserved.

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On the move: REDW appoints first OKC principal-in-charge

Accounting Today

Danielle Lee Managing Editor, Accounting Today mailto linkedin Practice management Career moves EY MORE FROM ACCOUNTING TODAY Audit PCAOB sanctions three firms The Public Company Accounting Oversight Board today sanctioned Goldman & Company, CPAs, Raymond Chabot Grant Thornton, and PWR CPAs. All rights reserved.

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Commissioner Billy Long leaving IRS for Iceland

Accounting Today

Long had been a former Republican congressman and auctioneer from Missouri who had supported legislation to abolish the IRS while in Congress, where he served from 2011 to 2023. All rights reserved. That way youll be rested for my 70th birthday on Monday!"