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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
AI Website Chatbots: A Double-Edged Sword for Firms

Firm Management November 8, 2023 

AI Website Chatbots: A Double-Edged Sword for Firms

But what happens if your firm’s website chatbot shares incorrect information, sensitive data, or simply doesn’t work?

Becky Livingston

Herbein Acquires Pittsburgh CPA Firm Creese, Smith, Hune & Co.

Firm Management November 7, 2023 

Herbein Acquires Pittsburgh CPA Firm Creese, Smith, Hune & Co.

With three offices in the Pittsburgh area, top 200 firm Herbein said it will continue to pursue expanding its presence in the region.

Jason Bramwell

PwC to Cut Around 600 Jobs in the U.K.

Firm Management November 7, 2023 

PwC to Cut Around 600 Jobs in the U.K.

The Big Four firm is set to launch a voluntary redundancy program for between 500 and 600 employees, mostly in advisory.

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Staffing November 6, 2023 

Professionals on the Move – Nov. 2023

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

Mary Girsch-Bock

Grassi Transitions to ESOP, Alternative Practice Structure

Firm Management November 3, 2023 

Grassi Transitions to ESOP, Alternative Practice Structure

Grassi said its ESOP is privately funded—no outside investors or private equity firms are involved in the employee benefit plan.

Jason Bramwell

Citrin Cooperman Adds Top 200 CPA Firm Gettry Marcus

Firm Management November 3, 2023 

Citrin Cooperman Adds Top 200 CPA Firm Gettry Marcus

More than 130 professionals and 28 partners from Gettry Marcus joined Citrin Cooperman as part of the deal, which closed on Nov. 1.

Jason Bramwell

Shortage of Accountants? Think Again.

Accounting November 3, 2023 

Shortage of Accountants? Think Again.

If you’re in the trenches—be it as a partner, manager or recruiter—you know that finding qualified staff is like chasing a mirage.

Andrew Argue

These Accounting Firms Have the Best Internship Programs, According to Vault

Accounting November 2, 2023 

These Accounting Firms Have the Best Internship Programs, According to Vault

PKF O’Connor Davies not only has the best internship program for prospective accountants but also the No. 1 program in the nation.

Jason Bramwell

BDO USA Sells Wealth Management Practice to Choreo

Firm Management November 1, 2023 

BDO USA Sells Wealth Management Practice to Choreo

Choreo, a PE-backed investment advisory firm based in Chicago, is the former wealth management business of RSM US.

Jason Bramwell

Doeren Mayhew Acquires Small CPA Practice in Michigan

Firm Management November 1, 2023 

Doeren Mayhew Acquires Small CPA Practice in Michigan

The top 60 accounting firm acquired Michael Sorrentino’s practice of Farmington Hills-based Button Eddy & Sorrentino.

Jason Bramwell

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Firm Management November 1, 2023 

How CPA Firms Can Compete for Top Talent in the Year Ahead

Here are four dynamics to be aware of in the U.S. hiring landscape for the near term, and likely, for the year ahead.

Steve Saah

MGO to Expand in Los Angeles by Merging in J. Arthur Greenfield

Firm Management October 31, 2023 

MGO to Expand in Los Angeles by Merging in J. Arthur Greenfield

J. Arthur Greenfield’s team of 20 staff and four partners are expected to join MGO’s Century City office at the end of the year.

Jason Bramwell

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