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STREAMING NETWORK

‘The Disruptors’ Hits 100th Episode, Streaming Innovation in Accounting

Bringing accountants new strategies, fresh perspectives, and the courage to challenge the status quo.

By CPA Trendlines

CPA Trendlines Research is celebrating a major milestone of The Disruptors, hosted by Liz Farr, CPA, which has become a must-listen for accounting professionals eager to challenge the status quo and shape the profession’s future.

MORE: Disruptors | MORE STREAMING PODCASTS and VIDEOS: Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client Advocate | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small |

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Farr, a special contributor to CPA Trendlines Research, brings a rare blend of insider insight and bold curiosity to the mic. With a biochemistry, linguistics, and accounting background, she draws on a uniquely interdisciplinary lens to explore how tax, audit, and advisory professionals can adapt to changing technologies, business models, and workplace cultures.

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Cornerstone

Gen AI in Accounting: Epic Transformation, or Overheated Hype?

Cornerstone Report: Artificial Intelligence 2025

Accountants embrace AI. via Moss Adams

By CPA Trendlines Research

MORE CPA Trendlines: Cornerstone Research Reports
SEE THE LATEST on Artificial Intelligence
MORE CPA Trendlines AI: AI Will Steal Your Job and That’s a Good Thing | AI Displacing More Jobs in Banking Than Other Sectors | A.I. Automation Tools for Tax, Accounting, and Finance Professionals |  AI’s Role in Modern Accounting | AI Named the Highest-Paying In-Demand Tech Skill for 2024 | ChatGPT Is Getting Humanlike Memory | How to Use ChatGPT to Create Images | How to Leverage ChatGPT During This Crazy Tax Season |

Insights and Implications

I. At a Glance

  • Impact: Gauging the influence of Generative AI on the accounting industry.
  • Consequences: The new shape of accounting practices.
  • Strategies: For accounting firms, regulatory bodies, and educational institutions.

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MERGERS & ACQUISITIONS

Behind Sorren’s Roll-Up: $170 Million, 1,000 Employees, 85 Partners

Sorren seeks to redefine the profession’s future.

Consolidated: Sorren, member firms, Kuramoto, and Prager

By CPA Trendlines Research

Backed by DFW Capital Partners, Meridien, Idaho-based Harris & Co. CPAs is leading a roll-up with 12 other firms to create Sorren, a new top-50 firm with $170 million in revenue, 85 partners, more than 1,000 employees, and 20 offices across the U.S.

MORE Mergers & Acquisitions | Ira Rosenbloom: M&A Money’s Easy – Culture Fit’s Hard | The Disruptors | How Private Equity Is Impacting Accounting | Deals 2024: Over 100 CPA Firm Mergers and Acquisitions | Want to Merge? Here Are 23 Things to Request | Richard Kopelman: Inside Aprio’s Bold | Allan Koltin: How Small Firms Can Thrive Against PE-Powered Competitors | Gear Up for Growth Makeover | Accounting Influencers | Should You Merge? Here’s How to Chart Your Path | Exclusive: Eisner CEO Charly Weinstein Explains the Private Equity Deal | Flash Briefing: A “Call to Arms” after Private Equity Deal

SEE The Private Equity Dealflow Timeline here | MORE Private equity ‘s incursion into accounting here

CORRECTION: This article has been updated to correct reporting that erroneously conflated the background of Michael O’Donnell with another person of the same name. CPA Trendlines apologizes for the error.

The Sorren platform is backed by DFW Capital Partners, which acquired Harris & Co. in January 2024. The investment in Harris remains the private equity firm’s only publicly disclosed deal in the accounting sector. DFW focuses on lower middle-market business services and is leveraging Harris as the foundation for building a national accounting and advisory enterprise.

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