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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
Creating A Company Culture 1  59a57c00541fb

Firm Management January 30, 2024 

Creating a Culture of Continuous Improvement in Your Accounting Firm

You have to create a culture within your workforce that will continually improve and allow employees to reach their full potential. 

John Graziano

NDH Advisors Acquires Houston CPA Firm Jain & Jain

Firm Management January 30, 2024 

NDH Advisors Acquires Houston CPA Firm Jain & Jain

The transaction is Chicago-based NDH Advisors' second in as many months after acquiring Stratus Group last November.

Jason Bramwell

Aprio Promotes 11 to Partner

Firm Management January 26, 2024 

Aprio Promotes 11 to Partner

The top 30 accounting firm unveiled its newest partner class for 2024 on Jan. 24, which includes nine men and two women.

Jason Bramwell

Armanino Admits 16 New Partners in Its 2024 Class

Firm Management January 25, 2024 

Armanino Admits 16 New Partners in Its 2024 Class

The top 20 accounting firm unveiled its newest class of leaders this week, half of whom are women.

Jason Bramwell

Grant Thornton Names Alley-Oop Kids as Purple Paladin

Firm Management January 25, 2024 

Grant Thornton Names Alley-Oop Kids as Purple Paladin

As part of the program, Grant Thornton provides funding, business advice and volunteer support, while also helping nonprofits raise awareness of their work and mission. 

Isaac M. O'Bannon

4 Staffing Tips for Firms to Strengthen Their Future Positioning

Firm Management January 24, 2024 

4 Staffing Tips for Firms to Strengthen Their Future Positioning

CPA firm leaders can take four critical steps this year that will help them shoulder through issues like the current talent shortage, while positioning for what’s next.

Steve Saah

Retention 1  5835b6db19934

Payroll January 24, 2024 

3 Strategies to Help CPA Firms Retain In-Demand Talent

That may not sound like a significant percentage. But could you afford to lose more than one-quarter of the best players on your team, especially during tax season?

Steve Saah

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Firm Management January 23, 2024 

3 Effective Digital Networking Strategies for Accountants

While the concept and goal are the same (to make new connections), networking online is a different experience. These three strategies can help you network more effectively and with confidence.

Joeseph Graziano

RSM’s Global Revenue Reaches Record High of $9.4 Billion in 2023

Firm Management January 23, 2024 

RSM’s Global Revenue Reaches Record High of $9.4 Billion in 2023

The top 10 global accounting firm saw a 16% revenue increase over its 2022 result of $8 billion, with its largest growth in tax services.

Jason Bramwell

MahoneySabol Merges in Giamalis and Company

Firm Management January 23, 2024 

MahoneySabol Merges in Giamalis and Company

The top 400 CPA firm combined with fellow Glastonbury, CT, full-service accounting firm Giamalis and Company on Jan. 15.

Jason Bramwell

 Set the M&A Negotiating Table with the Right Expectations

Firm Management January 23, 2024 

Set the M&A Negotiating Table with the Right Expectations

Experience dictates that the parties involved in M&A need to prioritize their expectations of what they want from—and bring to—the deal to figure out the appropriate terms.

SmartVault Offers New Pricing and Bundles for Accountants

Firm Management January 22, 2024 

SmartVault Offers New Pricing and Bundles for Accountants

SmartVault has launched its Accounting Unlimited Plan that includes unlimited usage of eSignatures, knowledge-based authentications (KBAs), storage, PDF form fills, quotes, and more.

Isaac M. O'Bannon

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