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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
living trusts 1  5919bb959cc34

Taxes May 1, 2024 

AICPA Provides Comments on the Tax Classification of Purpose Trusts

The recommendations would simplify filing for taxpayers and practitioners and will reduce the administrative burden on the IRS.

CohnReznick and Prevedere Forge Strategic Alliance

Firm Management May 1, 2024 

CohnReznick and Prevedere Forge Strategic Alliance

This collaboration will leverage Prevedere’s AI-powered platform to empower CohnReznick's clients with global data, analytic models, and econometric context to revolutionize their business planning.

Isaac M. O'Bannon

Fieldguide Launches Analytics Solution for CPA Firm Decision-Making

Firm Management April 30, 2024 

Fieldguide Launches Analytics Solution for CPA Firm Decision-Making

With the industry-wide talent shortage, firms are seeking to be smarter and more vigilant with their engagements, resources, and client metrics.

Isaac M. O'Bannon

cpaexam1

AICPA April 30, 2024 

Can AI Pass the CPA Exam? New Ground-Breaking Study Shows Surprising Potential and Limitations

In a landmark experiment, researchers at AIGENCY have tested the limits of artificial intelligence (AI) by challenging state-of-the-art AI models with the rigorous Certified Public Accountant (CPA) exam.

Five Accounting Firms Among LinkedIn’s Top Companies to Grow Your Career in 2024

Accounting April 30, 2024 

Five Accounting Firms Among LinkedIn’s Top Companies to Grow Your Career in 2024

The 50 companies included in the 2024 ranking offer their employees what LinkedIn says are eight pillars that lead to career growth.

Jason Bramwell

One Cloud Platform, Endless Possibilities For Accountants

Cloud Technology April 30, 2024 

One Cloud Platform, Endless Possibilities For Accountants

Cloud platforms unlock endless opportunities, prioritize security, and embrace cutting-edge technologies. 

State CPA Societies in Action: Oklahoma Society of CPAs

Accounting Standards April 30, 2024 

State CPA Societies in Action: Oklahoma Society of CPAs

State CPA Societies in Action is a series of articles spotlighting the varied educational, advocacy, networking and professional activities of the state CPA societies across the U.S.

Mary Girsch-Bock

Women Are More Stressed at Work—But Hybrid Has Helped, Deloitte Says

Firm Management April 29, 2024 

Women Are More Stressed at Work—But Hybrid Has Helped, Deloitte Says

A new report found that women still face many challenges at work, such as high stress, microaggressions, and poor work-life balance.

Growth chart trees1 1  59b20fadd2605

Advisory April 29, 2024 

Marketing for Growth – 4 Tips for Firms

One core strategy for doing this will be marketing new and consistently in-demand services – from CAS and CFO advisory, to AP and financial statement preparation.

PKF O’Connor Davies Establishes PKF O’Connor Davies University to Enhance Team Members’ Continuing Education

Firm Management April 26, 2024 

PKF O’Connor Davies Establishes PKF O’Connor Davies University to Enhance Team Members’ Continuing Education

PKF O’Connor Davies University provides team members with an array of industry-specific training, coaching and certification opportunities that are foundational for career advancement.

Isaac M. O'Bannon

Ryan Leads Charge Against Biden’s Ban on Noncompete Clauses

Firm Management April 26, 2024 

Ryan Leads Charge Against Biden’s Ban on Noncompete Clauses

The Dallas-based global tax services firm filed the first of what would soon be a slew of lawsuits against the ban on noncompetes.

More Companies are Enhancing Strategies to Retain Key Staff During M&As

Payroll April 25, 2024 

More Companies are Enhancing Strategies to Retain Key Staff During M&As

Acquiring companies tend to offer retention agreements to more C-suite executives and their direct reports compared with other salaried employees.

Isaac M. O'Bannon

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