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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
Becca Johns and Sarah Dobek Inducted Into the AAM Hall of Fame

Marketing May 28, 2024 

Becca Johns and Sarah Dobek Inducted Into the AAM Hall of Fame

The Association for Accounting Marketing unveiled its 2024 winners of the individual Marketing Achievement Awards on May 14.

Jason Bramwell

Canadian Firm Melo Enters U.S. Market By Acquiring Michigan CPA Practice

Firm Management May 28, 2024 

Canadian Firm Melo Enters U.S. Market By Acquiring Michigan CPA Practice

Ontario-based Melo has made its first foray into the U.S. by adding Edward, Ellis & Associates, a CPA firm with two offices in Michigan.

Jason Bramwell

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Firm Management May 24, 2024 

Evolving the Business Model: Navigating Changes and Seizing Opportunities

Issues such as starting salaries, demanding billable hours requirements, and the slow pace of advancement are turning potential talent away.

Jon Hubbard

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Firm Management May 24, 2024 

CPACharge Announces New Partnerships with New Jersey, Nevada and Wyoming CPA Societies

With a combined membership count exceeding 15,000, these societies bring unmatched value to accountancy education, encourage cordial relations, and create opportunities to grow member’s networks.

Isaac M. O'Bannon

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Firm Management May 24, 2024 

Strategic Planning: Setting Visionary Goals for Long-Term Success

When change is the only constant, having a plan that adapts and evolves is crucial. But strategic planning is more than just a survival toolkit for today's challenges.

Amy Vetter

Hg Buys AuditBoard in $3 Billion Deal

Mergers and Acquisitions May 24, 2024 

Hg Buys AuditBoard in $3 Billion Deal

The private equity firm said it will help AuditBoard expand its cloud-based risk management platform, as well as its global reach.

Jason Bramwell

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Firm Management May 24, 2024 

Mastering the Capacity Mindset with Strategic Data Insights

Taking this approach will enable you to optimize operations, boost efficiency, and increase revenue which is the ultimate goal of running your firm with a data-driven capacity mindset.

Association for Accounting Marketing Names the Category Winners of the 2024 Achievement Awards

Marketing May 24, 2024 

Association for Accounting Marketing Names the Category Winners of the 2024 Achievement Awards

Sixteen awards were doled out for exceptional accounting marketing during the AAM's annual Summit event on May 14.

Jason Bramwell

FICPA to Host MEGA Conference June 11-13

Accounting May 24, 2024 

FICPA to Host MEGA Conference June 11-13

Gail Perry, CPA, the editor-in-chief of CPA Practice Advisor, will be one of the event's speakers, with a presentation on time management for accounting professionals.

Isaac M. O'Bannon

 Webinar: Growing Your Bookkeeping or Accounting Firm: A Roadmap to Success

Firm Management June 11, 2024  Sponsored

Webinar: Growing Your Bookkeeping or Accounting Firm: A Roadmap to Success

This course offers a roadmap for starting and continuing to grow your own accounting or bookkeeping firm, with a focus on scalability and efficiency from the outset.

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Firm Management May 23, 2024 

4 Steps to Post-Tax Season Success

Taking strategic steps now, when everything has slowed down a bit, will alleviate so much stress next season.

Katie Thomas

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Technology June 26, 2024 

Webinar: Ensure your client’s exemption certificate portfolio is compliant with automation

Your clients may look to their accounting advisor to help them manage compliance of their exemption certificates. Depending on the size of a business and customer base, the complexity can be great.

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