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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
How Leaders Can Address Tensions Between Individual and Team Well-Being

Firm Management March 12, 2024 

How Leaders Can Address Tensions Between Individual and Team Well-Being

New research highlights the conflict between the needs of a team and the needs of the individuals in the team – and what leaders can do to strike the right balance to keep things ticking smoothly.

 Arvo Tech Acquires Accounting Firms to Deliver Complete Solution for Helping Small Businesses Manage Finances

Firm Management March 12, 2024 

Arvo Tech Acquires Accounting Firms to Deliver Complete Solution for Helping Small Businesses Manage Finances

Arvo Tech is acquiring Mark Murphy and Associates and Lee and Associates, full-service accounting firms dedicated to helping companies maximize their financial futures.

Professionals on the Move – March 12, 2024

Accounting March 8, 2024 

Professionals on the Move – March 12, 2024

Professionals on the Move is a round-up of recent promotions, management changes, and other staffing announcements from across the profession.

Mary Girsch-Bock

CBIZ Acquires Tech Solutions Company CompuData

Firm Management March 8, 2024 

CBIZ Acquires Tech Solutions Company CompuData

Philadelphia-based CompuData provides cloud computing, accounting ERP software, and other services to SMBs.

Jason Bramwell

Cherry Bekaert Foundation Partners with Junior Achievement USA

Firm Management March 7, 2024 

Cherry Bekaert Foundation Partners with Junior Achievement USA

The Cherry Bekaert Foundation supports local initiatives that are important to our people, educates for and promotes philanthropic engagement and gives to causes that create impact for our areas of focus.

Isaac M. O'Bannon

New SEC Climate Rule Gets a Thumbs Up From the AICPA

Financial Reporting March 6, 2024 

New SEC Climate Rule Gets a Thumbs Up From the AICPA

The rule “moves us closer to the high-quality reporting that investors, lenders, and other stakeholders require,” the AICPA and CIMA said.

Jason Bramwell

Pinion Launches Global Network of Ag-Focused Advisory Firms

Advisory March 6, 2024 

Pinion Launches Global Network of Ag-Focused Advisory Firms

The member firms aim to combat the challenges of the food and agriculture industry by sharing resources and best practices.

Jason Bramwell

Jackson Thornton Adds MST CPAs & Advisors

Firm Management March 6, 2024 

Jackson Thornton Adds MST CPAs & Advisors

The top 200 accounting firm acquired fellow Montgomery, AL-based firm MST CPAs & Advisors, effective March 1.

Jason Bramwell

Automation_technology _.5558c5b706074

Firm Management March 5, 2024 

So, What’s Next?

Embracing adaptability and continuous learning will equip us to thrive in an environment of economic uncertainty and rising costs.

Randy Johnston

HHM CPAs Teams Up With Bizzell, Neff & Galloway in Florida

Firm Management March 5, 2024 

HHM CPAs Teams Up With Bizzell, Neff & Galloway in Florida

The Chattanooga-based top 100 firm has expanded outside of Tennessee after merging in Bizzell, Neff & Galloway on March 1.

Jason Bramwell

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Firm Management March 5, 2024 

Beyond Numbers: Cultivating Emotional Intelligence in the Accounting Profession

As we venture through the evolving landscape of modern business, the ability to adeptly navigate our own emotions and those of others has become indispensable for accountants looking to elevate their service beyond the numbers.

Amy Vetter

Centri Sees Record-Breaking Growth in 2023

Firm Management March 5, 2024 

Centri Sees Record-Breaking Growth in 2023

The accounting and advisor firm Centri Business Consulting, LLC says it has capped off another highly successful year with a 36% increase in its year-over-year top-line revenue in 2023.

Isaac M. O'Bannon

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