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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
Spend Management is the Next Focus for Client Accounting Services

Small Business October 4, 2023 

Spend Management is the Next Focus for Client Accounting Services

Cash flow is tight for many SMBs, and business owners need greater visibility into their cash flow to mitigate the impact of unexpected expenses.

artificial intelligence 1  56e6c9c20bbbc

Accounting October 4, 2023 

CFOs Say Talent Shortage is Pushing Adoption of AI

Eight in 10 (81%) CFOs report a talent shortage in accounting roles, which sparks concerns over the future of financial departments.

Isaac M. O'Bannon

Botkeeper[1]

Accounting October 3, 2023 

AI Unchained: Botkeeper Announces New Direction

A software company’s conference is rarely complete without some announcements of improvements in the product, and Botkeeper did not fail to deliver on that front.

Gail Perry

 Client Relationships 2.0: Enhancing Trust with Expanded Offerings

Advisory October 3, 2023 

Client Relationships 2.0: Enhancing Trust with Expanded Offerings

Prioritizing communication, building a client-centric culture and gathering feedback will help you strengthen that trust while meeting your client’s needs and adding value.

John Graziano

Hundreds of Illinois CPAs Participate in Annual Day of Service

Accounting October 3, 2023 

Hundreds of Illinois CPAs Participate in Annual Day of Service

Hundreds of certified public accountants across Illinois participated in the Illinois CPA Society’s 14th annual CPA Day of Service on Sept. 23, 2023, with others still planning activities later this fall.

Isaac M. O'Bannon

AAM logo FPO 1  5afb185ba8581

Accounting October 2, 2023 

Association for Accounting Marketing to Hold Virtual Conference Oct. 4

Emerge allows accounting growth professionals to network and collaborate with AAM’s chain of marketing, business development, and growth strategists.

Isaac M. O'Bannon

Massachusetts CPA Firm Venning Set to Become Largest Minority Owned Firm in U.S.

Firm Management October 2, 2023 

Massachusetts CPA Firm Venning Set to Become Largest Minority Owned Firm in U.S.

The firm merged with Agawam, Massachusetts-based accounting firm, Corbin & Tapases on September 27. The staff and clients of Corbin will join under the new Venning brand.

Isaac M. O'Bannon

Sikich Acquires Technology Firm Four Leaf LLC

Accounting October 2, 2023 

Sikich Acquires Technology Firm Four Leaf LLC

Four Leaf leverages modern Software as a Service and Platform as a Service solutions to help government entities maximize scalability and extensibility for their mission critical systems.

Isaac M. O'Bannon

 Many Finance and Accounting Workers Are Optimistic About the Job Market — Here’s How CPA Firms Can Respond

Payroll October 2, 2023 

Many Finance and Accounting Workers Are Optimistic About the Job Market — Here’s How CPA Firms Can Respond

The inability to find professionals who meet critical job requirements is likely to become more problematic for firms that want to expand their teams in the months ahead.

Steve Saah

staff development 5772b1f7891f4

Firm Management September 29, 2023 

From Solo to Squad: Building a Team-Based Firm for Success

Many accountants begin as solopreneurs but eventually want a reliable team. So, how can you make this transition smoothly without overwhelming yourself or your clients? 

Blake Oliver

The Accounting Technology Lab Podcast – Rapid Close Tools – Sept. 2023

Accounting Technology Lab Podcast September 28, 2023 

The Accounting Technology Lab Podcast – Rapid Close Tools – Sept. 2023

Technologists Randy Johnston and Brian Tankersley, CPA, talk about the latest advances in rapid close / financial close software.

Brian Tankersley, Randy Johnston

CohnReznick, BDO USA Among the Most Loved Workplaces in America

Firm Management September 28, 2023 

CohnReznick, BDO USA Among the Most Loved Workplaces in America

The third annual ranking from Newsweek recognizes 100 companies that have fostered employee-centric workplaces.

Jason Bramwell

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