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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
EisnerAmper to Merge in New York City Firm Spielman Koenigsberg & Parker

Firm Management November 15, 2023 

EisnerAmper to Merge in New York City Firm Spielman Koenigsberg & Parker

The deal top 20 firm EisnerAmper has with accounting, tax, and consulting firm SKP is expected to close in early 2024.

Jason Bramwell

BeachFleischman Adds Fellow Arizona Firm Jeong Lizardi

Firm Management November 14, 2023 

BeachFleischman Adds Fellow Arizona Firm Jeong Lizardi

Jeong Lizardi joined the top 200 accounting firm on Nov. 1 and will continue to operate from its office in Nogales, AZ.

Jason Bramwell

Rightworks Acquires Tech 4 Accountants, Showcases OneSpace

Advisory November 14, 2023 

Rightworks Acquires Tech 4 Accountants, Showcases OneSpace

The acquisition adds WISP consulting and supplementary managed security services to Rightworks' offerings.

Isaac M. O'Bannon

Sovos

Staffing November 14, 2023 

Sovos Names Chris Clinton Its New Chief Partner Officer

Global compliance technology solutions and services provider Sovos has announced the appointment of Chris Clinton as its new chief partner officer.

Jason Drake to Take Over as Managing Partner of Plante Moran

Firm Management November 13, 2023 

Jason Drake to Take Over as Managing Partner of Plante Moran

Drake, who will be the eighth MP in the firm's 100-year history, will succeed Jim Proppe, who has held that role for the last seven years.

Jason Bramwell

Cohen & Co. to Move Into Buffalo After Acquiring CPA and Consulting Firms

Firm Management November 13, 2023 

Cohen & Co. to Move Into Buffalo After Acquiring CPA and Consulting Firms

The top 50 firm's deal to acquire Szymkowiak & Associates CPAs and its sister firm PEAR Consultants will close next month.

Jason Bramwell

Financial Cents Adds Integration with Adobe eSignature

Accounting November 10, 2023 

Financial Cents Adds Integration with Adobe eSignature

The integration allows Financial Cents users to effortlessly request, track, and manage signatures directly from their Financial Cents dashboard

Isaac M. O'Bannon

HBK Merges in New York CPA Firm Zapken & Loeb

Firm Management November 10, 2023 

HBK Merges in New York CPA Firm Zapken & Loeb

The combination, which became official on Nov. 1, expands top 50 accounting firm HBK's presence in the Mid-Atlantic region.

Jason Bramwell

 Texas Cities Lead Nation in Workers Returning to the Office

Firm Management November 10, 2023 

Texas Cities Lead Nation in Workers Returning to the Office

A greater percentage of workers in Texas’ major metro areas are back in the office compared to other U.S. markets.

The Accounting Technology Lab Podcast – Review of SmartVault and DocDown – Nov. 2023

Accounting Technology Lab Podcast November 10, 2023 

The Accounting Technology Lab Podcast – Review of SmartVault and DocDown – Nov. 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss SmartVault and DocDown.

Brian Tankersley, Randy Johnston

Sikich Goes Shopping in Cleveland, Acquires Thornhill Financial

Firm Management November 10, 2023 

Sikich Goes Shopping in Cleveland, Acquires Thornhill Financial

The deal, which was announced on Nov. 9, is expected to close at the end of this month, according to top 30 accounting firm Sikich.

Jason Bramwell

Eide Bailly Joins Forces with Phoenix CPA Firm Secore & Niedzialek

Firm Management November 9, 2023 

Eide Bailly Joins Forces with Phoenix CPA Firm Secore & Niedzialek

As part of the deal, co-founders Earl Secore and Ted Niedzialek and 10 staff from Secore & Niedzialek will join Eide Bailly.

Jason Bramwell

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