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Firm Management

Dee Burger Named CEO of Carr, Riggs & Ingram

Firm Management June 25, 2026 

Dee Burger Named CEO of Carr, Riggs & Ingram

Burger brings more than three decades of executive leadership experience across the technology and consulting industries.

Jason Bramwell

Featured Articles

June 24, 2026  

CRI Adds Crowl, Cameron & Associates in Texas

June 24, 2026  

Why Belonging is a Leadership Competency for the Accounting Profession

June 24, 2026  

DMA Acquires Barron Corporate Tax Solutions in Illinois

June 23, 2026  

Eide Bailly Scores Private Equity Investment From Reverence Capital

June 23, 2026  

AICPA Survey Cites Change Management for Technology and AI as Top Long-Term Issue Facing Accounting Firms
CEO Process Improvement Down 1  57d85c3bf293a

Firm Management June 17, 2024 

5 Process Improvement Trends for 2024

We’ve identified five trends for process improvement that leaders in the accounting profession should be aware of to ensure their firms remain at the forefront.

Arianna Campbell

Dennis Duncan and Torchon Formed After Accounting Firms Merge

Firm Management June 17, 2024 

Dennis Duncan and Torchon Formed After Accounting Firms Merge

This new CPA firm in California is the result of a union between Torchon and Associates and Dennis Duncan and Covington.

Jason Bramwell

TaxDome Launches AI-Powered Reporting with Advanced Analytics and Data Visualization

Firm Management June 17, 2024 

TaxDome Launches AI-Powered Reporting with Advanced Analytics and Data Visualization

This innovative addition is designed to provide firms with advanced analytics, actionable insights, and customizable reports to enhance efficiency and profitability.

Isaac M. O'Bannon

Does Generative AI Raise Risk of Violating Client and Engagement Confidentiality?

Firm Management June 17, 2024 

Does Generative AI Raise Risk of Violating Client and Engagement Confidentiality?

Accountants’ biggest concerns about adopting advanced technology are data quality (46%) and security (38%), according to Intapp’s recent Technology Perceptions Survey.

 How to Maximize Revenue without Chasing New Leads

Firm Management June 17, 2024 

How to Maximize Revenue without Chasing New Leads

Trust is the foundation of any relationship, including the ones you have with current clients and new prospects. Nobody wants to work with someone they don’t trust.

IRS Updates Careers Site to Attract Job Seekers

IRS June 17, 2024 

IRS Updates Careers Site to Attract Job Seekers

The website now provides a comprehensive landing spot for candidates to find everything they need to pursue a career at the IRS.

Jason Bramwell

The Good and the Bad of Cloud Vendor Relations

Technology June 14, 2024 

The Good and the Bad of Cloud Vendor Relations

Cloud vendor lock-in can impact businesses that are migrating to the cloud. Lete's take a look at some pros and cons.

 Jobless Claims Rise to Highest Level in Nine Months

Payroll June 14, 2024 

Jobless Claims Rise to Highest Level in Nine Months

Initial claims increased by 13,000 to 242,000 in the week ended June 8, according to Labor Department data released Thursday.

Review of Laurel Timekeeping – The Accounting Technology Lab Podcast – June 2024

Accounting Technology Lab Podcast June 13, 2024 

Review of Laurel Timekeeping – The Accounting Technology Lab Podcast – June 2024

Hosts Randy Johnston and Brian Tankersley, CPA, review Laurel.ai, automated timekeeping solution that uses real AI to not just track hours, but also to unlock a new level of profitability and efficiency.

Brian Tankersley, Randy Johnston

AICPA and Oxford Course on Sustainable Financial Strategy Now Available as CPE

Accounting June 13, 2024 

AICPA and Oxford Course on Sustainable Financial Strategy Now Available as CPE

The six-week course, ESG and Sustainable Financial Strategy, is designed to give accounting and finance professionals the skills necessary to lead their organization’s response to sustainable business priorities.

Isaac M. O'Bannon

Breaking the Cycle: Groundhog Day On Repeat

Firm Management June 12, 2024 

Breaking the Cycle: Groundhog Day On Repeat

Accountants can break their cycle by embracing new technologies and learning new skills and being open to change.

Garrett Wagner

Webinar: Tax Firm Innovation: Assessing and Enhancing Your Current Processes

Firm Management July 9, 2024 

Webinar: Tax Firm Innovation: Assessing and Enhancing Your Current Processes

With so many new features, automation technologies and firm modernizations coming out in 2024, Tax & Accounting professionals have a lot to keep up with. Join SafeSend for an informative webinar where we press pause on all these notifications and break it down.

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