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Arbo Acquires Cone CPA Firm to Unify Finance Tech and Advisory Services
• Arbo has acquired Atlanta-based Cone CPA Firm, effective April 24, 2026, to integrate its tech platform with established CPA expertise.
• The move aims to eliminate the traditional choice businesses face between modern financial software and trusted tax and compliance advisory.
• Clients gain a unified service offering combining Arbo's automation technology with enhanced tax planning and fractional CFO services.
• Existing Cone CPA clients will experience no service disruption and retain their current team contacts under the Arbo CPA brand.
ATLANTA, August 19, 2026 — Financial technology and services company Arbo has formally announced its acquisition of Cone CPA Firm, a strategic move finalized on April 24, 2026. This acquisition marks a significant expansion of Arbo's ecosystem, directly addressing a persistent industry divide by merging a technology-driven financial operations platform with comprehensive, human-led CPA advisory services.
For years, growing businesses and individuals have been compelled to navigate a fragmented landscape, often choosing between innovative software for efficiency and traditional CPA firms for strategic tax and compliance guidance. Arbo's acquisition is designed to dissolve this barrier. The integrated entity will offer a single-source solution encompassing automated accounting, tax strategy, compliance, and financial planning. Arbo’s existing technology platform, which automates processes like IRS transcript retrieval, will now be directly coupled with the enhanced advisory capabilities brought by Cone CPA’s team, including advanced tax planning and fractional CFO services.
Current clients of both organizations are assured of a seamless transition. Service commitments, team members, and points of contact will remain unchanged for Cone CPA clients, who will now be served under the Arbo CPA brand. These clients will gain access to Arbo’s proprietary technology while continuing their advisory relationships, promising integrated financial visibility and operational support from a single provider.
Leadership from both firms emphasized the strategic rationale behind the merger. "Our mission has always been to help businesses build stronger financial foundations," said Saurav Bhandari, CPA, CEO of Arbo. "By bringing experienced CPA professionals into the Arbo platform, we're creating a more comprehensive solution that helps organizations navigate financial complexity with greater confidence." John Cone, former principal of the acquired firm, echoed the commitment to continuity, stating his team's priority was ensuring a smooth transition for long-standing clients under Arbo's new leadership. The acquisition positions Arbo as a formidable contender in the finance sector, offering a hybrid model of intelligent automation and dedicated expertise aimed at simplifying financial management for its clientele.