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Firm Management

Next Generation Document Management – Accounting Technology Lab Podcast – May 2026

Accounting Technology Lab Podcast May 29, 2026 

Next Generation Document Management – Accounting Technology Lab Podcast – May 2026

Next-generation document management is not simply an upgrade to existing systems, but a complete architectural redesign.

Brian Tankersley, Randy Johnston

Featured Articles

May 27, 2026  

Keeping People and Relationships at the Center of Your Practice: Consider AI Solutions

May 27, 2026  

Survey Shows Accountants’ Concerns on Professional, Tech and Social Issues

May 26, 2026  

Centri Lands $20 Million Credit Facility From Citizens Financial Group

May 26, 2026  

Shoreline Advisors in Massachusetts Joins Platform

May 26, 2026  

9 Easy Ways Firms Can Celebrate Client Loyalty and Milestones
AI, Automation and Outsourced Staffing Options on Display on AICPA Engage Trade Show Floor

Accounting June 9, 2024 

AI, Automation and Outsourced Staffing Options on Display on AICPA Engage Trade Show Floor

CPA Practice Advisor visited with many companies at AICPA Engage to discuss solutions that can help practices be more productive, efficient and profitable.

Isaac M. O'Bannon

Finding Qualified Staff Is the Top Issue Facing Most CPA Firms In 2024

Firm Management June 7, 2024 

Finding Qualified Staff Is the Top Issue Facing Most CPA Firms In 2024

The AICPA revealed topline results of the PCPS CPA Firm Top Issues Survey during a Town Hall at ENGAGE 2024 this week.

Jason Bramwell

BoomerConsulting 1  5784eb61d1af1

Accounting June 7, 2024 

Boomer Consulting, Inc. Launches the Boomer Knowledge Network

The platform is designed to deliver valuable resources to accounting firms of all sizes, helping them achieve growth and profitability.

Isaac M. O'Bannon

CPA Business Execs Feel Less Optimistic About the Economy

Accounting June 6, 2024 

CPA Business Execs Feel Less Optimistic About the Economy

After feeling extremely optimistic about the U.S. economy in Q1, that sentiment fell in Q2 due to a variety of factors, the AIPCA said.

Jason Bramwell

Marketing1

Firm Management June 6, 2024 

Mid-Year Marketing Checklist for Accounting Firms

Focusing on the middle of the marketing funnel, where potential leads are weighing their options and seeking more information, can significantly enhance your ability to convert prospects into engaged clients.

Becky Livingston

AICPA Updates Practice Aid for Auditing Digital Assets

Auditing June 6, 2024 

AICPA Updates Practice Aid for Auditing Digital Assets

Guidance was added on auditing the valuation of digital assets and audit procedures regarding their existence, rights, and obligations.

Jason Bramwell

NDH Adds McGowan Guntermann in California

Firm Management June 5, 2024 

NDH Adds McGowan Guntermann in California

This is the third deal by Chicago-based NDH Advisors, which was acquired last year by private-equity firm Unity Partners.

Jason Bramwell

Baker Tilly Promotes 41 to Principal

Firm Management June 5, 2024 

Baker Tilly Promotes 41 to Principal

“Our new principals embody the spirit of leadership and innovation that is at the core of Baker Tilly," said CEO Jeff Ferro.

Jason Bramwell

Managers Think They Are Doing Great But Employees Disagree, Survey Finds

Firm Management June 5, 2024 

Managers Think They Are Doing Great But Employees Disagree, Survey Finds

A new Gallup poll finds a disconnect across the board between manager self-perception and employee sentiment.

TLS 2021 Zoom screenshot

Firm Management June 4, 2024 

Lead, Follow, or Get Out of the Way: Thought Leaders Share Actionable Insights on Firm Business Model Transformation

Thought leaders from tax, accounting, education and media convened virtually for an Accounting Meta Influencers roundtable focused on business model transformation, as firms are looking to expand and compete, do more for clients, and evolve into a new era.

Isaac M. O'Bannon

Doeren Mayhew Adds Nearman, Maynard, Vallez CPAs in Miami

Firm Management June 4, 2024 

Doeren Mayhew Adds Nearman, Maynard, Vallez CPAs in Miami

The deal positions Doeren Mayhew to be the leading credit union auditing firm in the country, the top 60 accounting firm said June 3.

Jason Bramwell

U.S. Job Openings Fall to Lowest Level Since 2021

Payroll June 4, 2024 

U.S. Job Openings Fall to Lowest Level Since 2021

Recent data indicate the labor market is cooling, but it’s been gradual through slower hiring rather than outright job cuts.

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