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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
Marcum Merges in Federman, Lally & Remis in Connecticut

Firm Management January 16, 2024 

Marcum Merges in Federman, Lally & Remis in Connecticut

The deal bolsters Marcum's team in New England's automotive and food and beverage sectors, adding five partners and 12 associates.

Jason Bramwell

PwC’s U.K. Boss Says Young Staff Need to Be in the Office Because of AI

Artificial Intelligence January 16, 2024 

PwC’s U.K. Boss Says Young Staff Need to Be in the Office Because of AI

Generative AI is removing “tasks that in the past our more junior staff trained and cut their teeth on,” Kevin Ellis said.

First Look at CES 2024: Real AI or Fake AI?

Accounting January 13, 2024 

First Look at CES 2024: Real AI or Fake AI?

The Dynamic Duo of Randy Johnston and Brian Tankersley, CPA, attended CES 2024 in Las Vegas, sending back updates on the top new tech of interest to the accounting community.

Randy Johnston

The Accounting Technology Lab Podcast: Jan. 2024 – Recap of Thomson Reuters Synergy Conference

Accounting Technology Lab Podcast January 12, 2024 

The Accounting Technology Lab Podcast: Jan. 2024 – Recap of Thomson Reuters Synergy Conference

Randy Johnston and Brian Tankersley, CPA, discuss technologies presented at the the 2023 Thomson Reuters Synergy user conference..

Brian Tankersley, Randy Johnston

Grant Thornton ESG Report Highlights Sustainability and DEI Progress

Firm Management January 12, 2024 

Grant Thornton ESG Report Highlights Sustainability and DEI Progress

Additionally, the firm obtained limited assurance over its GHG inventories for its baseline of calendar year 2019 and its most recent inventory for calendar year 2022. 

Isaac M. O'Bannon

Prager Metis Merges in Goldsmith Molis & Gray

Firm Management January 11, 2024 

Prager Metis Merges in Goldsmith Molis & Gray

The top 60 accounting firm has expanded its presence in North Carolina by combining with Asheville-based GM&G.

Jason Bramwell

Baratz & Associates Acquires Fellow New Jersey CPA Firm

Firm Management January 11, 2024 

Baratz & Associates Acquires Fellow New Jersey CPA Firm

The top 400 firm, based in Marlton, NJ, went shopping in nearby Cherry Hill and bought Renzi Bernardi Suarez & Co.

Jason Bramwell

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Staffing January 11, 2024 

Professionals on the Move – Jan. 2024

Professionals on the Move is a round-up of recent hiring and promotion announcements from around the profession.

Mary Girsch-Bock

podcast-icon13

Firm Management January 11, 2024 

Canopy Launches Practice Success Podcast for Accounting Firms

The podcast features interviews with top accounting profession thought leaders and firm owners. 

Isaac M. O'Bannon

PKF O’Connor Davies Picks Up Robert Philipson & Co.

Firm Management January 10, 2024 

PKF O’Connor Davies Picks Up Robert Philipson & Co.

The Maryland-based firm, acquired by PKF O’Connor Davies on Jan. 1, specializes in servicing high-net-worth and other private clients.

Jason Bramwell

BDO USA Adds 60 New Principals for 2024

Firm Management January 10, 2024 

BDO USA Adds 60 New Principals for 2024

This is the first new class of rainmakers since BDO ditched its partnership model to become a professional services corporation.

Jason Bramwell

Citrin Cooperman Adds Coleman Huntoon & Brown

Firm Management January 9, 2024 

Citrin Cooperman Adds Coleman Huntoon & Brown

The Chapel Hill, NC-based CPA firm joins Citrin Cooperman with more than 20 employees and over $7 million in revenue.

Jason Bramwell

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