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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
Tax ID Theft 1  54d6d07eafd9c

Firm Management April 2, 2024 

How Professionals Can Handle Client Tax ID Theft

Every firm will likely have to deal with a client whose identity has been compromised at some time, so it helps to remind staff of the warning signs of tax ID fraud as well as how to work with clients that may have been flagged by the IRS.

Roman Kepczyk

Stambaugh Ness Acquires Left Brain Professionals in Ohio

Firm Management April 1, 2024 

Stambaugh Ness Acquires Left Brain Professionals in Ohio

The deal enhances Stambaugh Ness’s position as a top services provider for the architecture and engineering industry.

Jason Bramwell

Withum Joins Forces With Boutique CPA Firm BBD

Firm Management April 1, 2024 

Withum Joins Forces With Boutique CPA Firm BBD

What makes this partnership convenient for both firms is that they already share an office building in Philadelphia.

Jason Bramwell

Crowe Unveils New Partner Class for 2024

Firm Management April 1, 2024 

Crowe Unveils New Partner Class for 2024

April 1 is a big day at Crowe, as the top 15 firm announced that 52 individuals have been promoted to either partner or principal.

Jason Bramwell

EisnerAmper to Combine With Tidwell Group This Spring

Firm Management March 28, 2024 

EisnerAmper to Combine With Tidwell Group This Spring

The deal between top 20 firm EisnerAmper and top 200 firm Tidwell Group is expected to close in May.

Jason Bramwell

Wright Ford Young Wades Into Wealth Management With Help From RIA Firm

Firm Management March 27, 2024 

Wright Ford Young Wades Into Wealth Management With Help From RIA Firm

Irvine, CA-based CPA firm WFY and RIA firm Integrated Partners recently teamed up to launch WFY Wealth Management.

Jason Bramwell

Financial-Data-and-Mag-Glass1

Financial Reporting March 27, 2024 

Does Your Firm Have Trust Issues with its Data?

In the realm of financial reporting, data accuracy is crucial to regulatory compliance and complete visibility into business performance.

Should You Rehire a Boomerang Employee?

Firm Management March 26, 2024 

Should You Rehire a Boomerang Employee?

Some employees realize they left a good thing and may want to return to the job they left.

Sandra Wiley

Cast Your Vote for 2024 Readers’ Choice Awards!

Accounting March 26, 2024 

Cast Your Vote for 2024 Readers’ Choice Awards!

The CPA Practice Advisor Readers’ Choice Awards give readers the opportunity to spotlight the technologies they most rely on and trust to manage their firms.

Isaac M. O'Bannon

State CPA Societies in Action: Arizona Society of CPAs

Firm Management March 26, 2024 

State CPA Societies in Action: Arizona 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

Here’s the Projected Pay Range for Seven Accounting and Tax Roles in 2024

Payroll March 26, 2024 

Here’s the Projected Pay Range for Seven Accounting and Tax Roles in 2024

The balance of power is tilting slightly back toward employers with the Great Resignation winding down, Randstad USA says.

Jason Bramwell

How to Onboard Clients the Right Way

Firm Management March 25, 2024 

How to Onboard Clients the Right Way

Landing a new client is exciting for any firm, but before solidifying your working relationship, it’s important to go through the onboarding process.

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