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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
Why Gen Z Is Opting Out of the 9-to-5 Job Grind

Payroll June 4, 2024 

Why Gen Z Is Opting Out of the 9-to-5 Job Grind

A new survey by Upwork shows many Gen Z workers are basically shunning traditional office work norms altogether.

2024 Most Powerful Women in Accounting Awards Announced

Accounting June 4, 2024 

2024 Most Powerful Women in Accounting Awards Announced

The awards, presented by the AICPA and CPA Practice Advisor, recognize leaders for their significant contributions to the profession.

Isaac M. O'Bannon

Grant Thornton Closes Deal With Private Equity Firm New Mountain Capital

Firm Management June 3, 2024 

Grant Thornton Closes Deal With Private Equity Firm New Mountain Capital

Grant Thornton completed the sale of a significant stake in the firm to a group led by New York-based New Mountain Capital on May 31.

Jason Bramwell

Forvis and Mazars Officially Unite to Form New Global Network

Firm Management June 3, 2024 

Forvis and Mazars Officially Unite to Form New Global Network

The network is comprised of Forvis Mazars LLP in the U.S., led by Tom Watson, and Forvis Mazars Group SC overseas, led by Hervé Hélias.

Jason Bramwell

Marcum’s Technology Division Acquires IT Enhanced Managed Services Group From CliftonLarsonAllen

Firm Management June 3, 2024 

Marcum’s Technology Division Acquires IT Enhanced Managed Services Group From CliftonLarsonAllen

The deal expands Marcum Technology's Managed IT Services group and adds expertise to its healthcare and banking teams.

Jason Bramwell

Rea & Associates Merges in Koontz & Parkin in Florida

Firm Management June 3, 2024 

Rea & Associates Merges in Koontz & Parkin in Florida

The deal enables top 100 accounting firm Rea to expand beyond Ohio, particularly in the construction and real estate industries.

Jason Bramwell

Hancock Askew Adds Nine New Partners

Firm Management June 3, 2024 

Hancock Askew Adds Nine New Partners

Hancock Askew admitted its largest new partner class in the top 200 accounting firm's 114-year history on May 31.

Jason Bramwell

Smith + Howard Adds VIP Search and VIP Solutions Groups

Firm Management May 31, 2024 

Smith + Howard Adds VIP Search and VIP Solutions Groups

The acquisition will expand the top 200 firm's offerings to include office of the CEO search and staffing, as well as interim management.

Jason Bramwell

Review of Anchor – The Accounting Technology Lab Podcast – June 2024

Accounting Technology Lab Podcast May 30, 2024 

Review of Anchor – The Accounting Technology Lab Podcast – June 2024

Anchor automates the entire process of getting paid by clients, end-to-end. It enables firms to send proposals, and has functions to auto-invoice, auto-charge, and auto-sync them all with your accounting software.

Brian Tankersley, Randy Johnston

Wipfli Promotes 10 to Partnership

Firm Management May 30, 2024 

Wipfli Promotes 10 to Partnership

Ten professionals at top 20 accounting firm Wipfli will be able to add the title of “partner” to their LinkedIn profiles on June 1.

Jason Bramwell

Crowe Appoints Steve Strammello as CEO-Elect

Firm Management May 28, 2024 

Crowe Appoints Steve Strammello as CEO-Elect

The 30-year firm veteran will succeed Mark Baer as CEO of Chicago-based Crowe at the start of its fiscal year on Jan. 1, 2025.

Jason Bramwell

Stacy Dreher is AAM’s 2024 Marketer of the Year

Marketing May 28, 2024 

Stacy Dreher is AAM’s 2024 Marketer of the Year

Dreher, director of practice growth at James Moore & Co., received the award from the Association for Accounting Marketing on May 13.

Jason Bramwell

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