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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
PCAOB Sees Glut of Faulty Broker-Dealer Audits

Auditing August 17, 2023 

PCAOB Sees Glut of Faulty Broker-Dealer Audits

More than half of the audits of brokers and dealers inspected by the PCAOB last year had mistakes, according to a new report.

Jason Bramwell

60% of Accountants Rate Their Job Fulfillment at C or Lower

Accounting August 16, 2023 

60% of Accountants Rate Their Job Fulfillment at C or Lower

Research indicates that 60% of accountants would give their fulfillment from the profession a C or lower. Only 5% of accountants would rate their fulfillment in their job as A+.

Isaac M. O'Bannon

The Accounting Technology Lab Podcast – Safeguarding Client Data: Update on IRS Pub 4557 – August 2023

Accounting Technology Lab Podcast August 16, 2023 

The Accounting Technology Lab Podcast – Safeguarding Client Data: Update on IRS Pub 4557 – August 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss client data security and the new FTC Safeguards Rule: IRS Pub 4557.

Brian Tankersley, Randy Johnston

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Accounting August 16, 2023 

The Power of Relational Accounting: Beyond Data-Driven Client Advisory Services

We're all drawn to the power of data analytics and the insights they can provide. But there's more to being a successful accounting professional than crunching numbers.

Amy Vetter

 Your Firm and Your AI Tactics

Accounting August 16, 2023 

Your Firm and Your AI Tactics

I understand the pressure to create a better work environment for your team of professionals when finding good talent is so difficult. But tactics without a strategy can lead to frustration.

Randy Johnston

Accounting Firms Spend Far More Than Law Firms on AI

Accounting August 16, 2023 

Accounting Firms Spend Far More Than Law Firms on AI

Accounting firms spent almost four-times as much implementing Artificial Intelligence (AI) systems in the past year as law firms and other professional services organizations.

Isaac M. O'Bannon

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August 15, 2023 

Professionals on the Move – August 2023

Professionals on the Move is a round-up of recent promotions and staffing announcements around the profession.

Mary Girsch-Bock

Boomer Consulting, Inc. Announces Details of Next Boomer Circle Summit

August 15, 2023 

Boomer Consulting, Inc. Announces Details of Next Boomer Circle Summit

The Boomer Circle Summit will take place August 18-21, 2024 at the Loews Hotel in Kansas City, Missouri.

Isaac M. O'Bannon

PCAOB Has Handed Out a Slew of Punishments to Audit Firms Recently

Auditing August 15, 2023 

PCAOB Has Handed Out a Slew of Punishments to Audit Firms Recently

The audit watchdog doled out sanctions to 12 accounting firms from July 28 to Aug. 11 for breaking various auditing rules.

Jason Bramwell

Right Networks and Thomson Reuters Partner for Secure Cloud Hosting for Tax and Accounting Firms

Accounting August 15, 2023 

Right Networks and Thomson Reuters Partner for Secure Cloud Hosting for Tax and Accounting Firms

Tax and accounting professionals can now leverage Right Networks’ secure, scalable cloud hosting with Thomson Reuters’ software suite, including UltraTax CS and SurePrep. 

Isaac M. O'Bannon

BDO USA Calls Its New ESOP ‘a Game-Changer’ for the Profession

Firm Management August 14, 2023 

BDO USA Calls Its New ESOP ‘a Game-Changer’ for the Profession

The sixth-largest public accounting firm in the U.S. said on Monday its ESOP would be among the largest in the country.

Jason Bramwell

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Accounting August 14, 2023 

4 Priorities for Finance Teams in Late 2023

The lingering (although receding) risk of a recession, stubborn inflation trends, economic policy debates, and geopolitical instability all create challenges for businesses and their finance teams.

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