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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
Outgoing PwC Boss Already Has a New Gig Lined Up At Citigroup

Firm Management May 16, 2024 

Outgoing PwC Boss Already Has a New Gig Lined Up At Citigroup

Tim Ryan, who was to officially step down as PwC US senior partner on June 30, will reportedly leave the firm a month earlier to join Citi.

Jason Bramwell

Cincinnati CPA Firm Cassady Schiller Joins KSM

Firm Management May 16, 2024 

Cincinnati CPA Firm Cassady Schiller Joins KSM

Cassady Schiller, a well-regarded firm ranked among Greater Cincinnati’s top 10 largest accounting firms, brings more than 70 employees and eight partners to KSM.

Isaac M. O'Bannon

The Votes Are In: 2024 Readers Choice Awards

Advisory May 15, 2024 

The Votes Are In: 2024 Readers Choice Awards

The Readers' Choice Awards give readers the chance to spotlight the technologies they most respect and trust to provide client services, manage their firms, and help their clients run their businesses.

Isaac M. O'Bannon

CPAs Provide Six Ways to Replenish the Talent Pipeline

Accounting May 14, 2024 

CPAs Provide Six Ways to Replenish the Talent Pipeline

From evolving CPA licensure models to better starting pay, the profession can do several things to attract new talent, a new NPAG report says.

Jason Bramwell

PwC Admits 158 to Partnership

Firm Management May 10, 2024 

PwC Admits 158 to Partnership

The class of 2024, which includes 88 partners and 70 principals, is significantly smaller than last year’s class of 258.

Jason Bramwell

CLA Acquires U.K. Tech Company Engine B

Firm Management May 9, 2024 

CLA Acquires U.K. Tech Company Engine B

The acquisition of Engine B, a provider of generative AI solutions to the professional services industry, is CLA's first global deal.

Jason Bramwell

Sikich Secures $250 Million in PE Funding From Bain Capital

Firm Management May 9, 2024 

Sikich Secures $250 Million in PE Funding From Bain Capital

The minority investment from Bain allows top 30 firm Sikich to keep majority control of the company and its existing leadership team.

Jason Bramwell

How to Use Microsoft Copilot for CPA Firm Marketing

Firm Management May 9, 2024 

How to Use Microsoft Copilot for CPA Firm Marketing

If you need help with marketing, consider incorporating Copilot into your marketing arsenal for increased efficiency and creativity.

Becky Livingston

Bridging the Audit Talent Gap: Audit Outsourcing Solutions

May 8, 2024  Sponsored

Bridging the Audit Talent Gap: Audit Outsourcing Solutions

Collaboration with a specialized audit outsourcing firm is increasingly recognized as a strategic response to mitigate talent shortages and manage workload effectively.

2024 Grads Actually Want to Work in the Office, Gusto Finds

Payroll May 8, 2024 

2024 Grads Actually Want to Work in the Office, Gusto Finds

Recent graduates are far less likely to be fully remote than workers in their 30s—and that's partly their preference, a new analysis reveals.

Citrin Cooperman Adds Maier Markey & Justic

Firm Management May 8, 2024 

Citrin Cooperman Adds Maier Markey & Justic

The deal expands the top 25 firm's presence in the New York City metro area, as well as its Business Process Outsourcing practice.

Jason Bramwell

Eide Bailly Adds 24 New Partners for 2024

Firm Management May 8, 2024 

Eide Bailly Adds 24 New Partners for 2024

The class of 2024 has "a diverse range of skills, backgrounds, and expertise that will bring value to the clients we serve," the firm said.

Jason Bramwell

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