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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
cyber-security1

Staffing May 7, 2024 

AI Spurs Rise in Cybersecurity Among U.S. Workers

Fear of exposing their organization to a cyber attack is particularly high among younger generations, with Gen Z and Millennial employees less likely to feel equipped to identify and respond.

Isaac M. O'Bannon

Hancock Askew Merges in Willeford Group in Georgia

Firm Management May 7, 2024 

Hancock Askew Merges in Willeford Group in Georgia

Willeford Group owner Kate Willeford will join as partner, while the firm's staff will become the dental division of Hancock Askew.

Jason Bramwell

LMC Adds Vogel & Co.

Firm Management May 6, 2024 

LMC Adds Vogel & Co.

The strategic partnership will expand the range of services and solutions offered to high-net-worth families and individuals.

Jason Bramwell

Eide Bailly and Apple Growth Partners to Join Forces Next Month

Firm Management May 6, 2024 

Eide Bailly and Apple Growth Partners to Join Forces Next Month

The deal, which is expected to become effective on June 24, expands Eide Bailly's footprint across the Great Lakes region.

Jason Bramwell

Marcum Acquires Michigan Accounting Firm Croskey Lanni PC

Firm Management May 6, 2024 

Marcum Acquires Michigan Accounting Firm Croskey Lanni PC

The accounting and advisory firm Marcum LLP has acquired Croskey Lanni, PC, a notable Detroit, Michigan area-based firm with an office in Boca Raton, Florida.

Isaac M. O'Bannon

Crete Secures Funding to Bring Aboard New Partner Firms, Grow Tech Capabilities

Firm Management May 6, 2024 

Crete Secures Funding to Bring Aboard New Partner Firms, Grow Tech Capabilities

Crete Professionals Alliance will use the undisclosed amount of funding to add firms to its platform, as well as leverage technology, such as AI.

Jason Bramwell

Wipfli Buys Michigan-Based Consulting Firm Harbour Results

Firm Management May 2, 2024 

Wipfli Buys Michigan-Based Consulting Firm Harbour Results

The top 20 firm's deal with Harbour Results, a management consulting firm for the manufacturing industry, became effective May 1.

Jason Bramwell

CLA Adds Atlanta-Based Ronald Blue & Co. CPAs

Firm Management May 2, 2024 

CLA Adds Atlanta-Based Ronald Blue & Co. CPAs

With approximately 80 employees and eight partners, Ronald Blue was expected to join top 10 accounting firm CLA on May 1.

Jason Bramwell

EY Adds New York-Based Technology Consulting Firm Nuvalence

Firm Management May 2, 2024 

EY Adds New York-Based Technology Consulting Firm Nuvalence

The transaction expands EY's digital engineering and generative AI services to organizations across industries and sectors.

Jason Bramwell

EisnerAmper Acquires Boston-Based Edelstein

Firm Management May 2, 2024 

EisnerAmper Acquires Boston-Based Edelstein

Edelstein offers accounting, tax and advisory services for the food and beverage, healthcare, financial services, nonprofit, real estate, professional services, and other sectors.

Isaac M. O'Bannon

Maryland Accounting Firm SKMB Joins Marcum

Firm Management May 2, 2024 

Maryland Accounting Firm SKMB Joins Marcum

The combination brings SKMB’s talented team to Marcum, including two senior advisors and their associates with extensive experience in accounting, assurance, tax services, and business valuations.

Isaac M. O'Bannon

Avantax

Firm Management May 1, 2024 

Avantax Acquires Integrated Tax & Wealth Strategies’ $760 Million Wealth Management Business

Integrated Tax & Wealth Strategies’ founder – highly successful independent financial advisor Brian Stephens – will continue with the tax practice.

Isaac M. O'Bannon

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