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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
AICPA and CIMA Launch Climate Accounting Resource

Accounting July 25, 2023 

AICPA and CIMA Launch Climate Accounting Resource

Their aim is to help organizations consider sustainability issues, guide how to integrate them into their long-term decision-making, and how to incorporate these issues into internal and external reporting.

Isaac M. O'Bannon

FORVIS Acquires Thales Consulting

Firm Management July 25, 2023 

FORVIS Acquires Thales Consulting

Thales Consulting is based in Marquette, Michigan. A total of eight team members will transition to FORVIS, including Thales President Joe Stimac, who will be joining the firm as a director.

Isaac M. O'Bannon

Tech Tune-Up: Artificial Intelligence and its Role in the Tax and Accounting Profession

Accounting July 24, 2023 

Tech Tune-Up: Artificial Intelligence and its Role in the Tax and Accounting Profession

Kepczyk discusses how Intuit’s own role and use of AI is already helping tax and accounting professionals reconcile accounts, input data, create financial reports, and so much more.

Isaac M. O'Bannon

AICPA Introduces Strategy Planning Toolkit for Accounting Firms

Accounting July 24, 2023 

AICPA Introduces Strategy Planning Toolkit for Accounting Firms

Developed by the AICPA's Private Companies Practice Section (PCPS), this comprehensive toolkit empowers firms of all sizes to create a shared vision for the future of their organizations.

Isaac M. O'Bannon

Apex Group Expands Financial Services Presence in Japanese Market

Accounting July 24, 2023 

Apex Group Expands Financial Services Presence in Japanese Market

The acquisition follows Apex Group’s longstanding partnership with AXESS to service real estate and private equity clients in Japan.

Isaac M. O'Bannon

Grant Thornton Names 75 New Partners, Principals and Managing Directors

Accounting July 21, 2023 

Grant Thornton Names 75 New Partners, Principals and Managing Directors

By service line, audit accounts for the largest number of promotions (40%), followed by tax (28%), advisory (28%), and internal services (4%). 

Isaac M. O'Bannon

Siegel Solutions Partners with NE Paradigm, Full-Service Marketing Team

July 21, 2023 

Siegel Solutions Partners with NE Paradigm, Full-Service Marketing Team

By joining forces with NE Paradigm, Siegel Solutions aims to leverage their expertise in strategic marketing, digital advertising, content creation, and brand development.

Isaac M. O'Bannon

Your Firm and Your AI (Artificial Intelligence) Tools

Accounting July 20, 2023 

Your Firm and Your AI (Artificial Intelligence) Tools

Each person’s AI journey will be different. There is no right and wrong way to use the tools, but there may be better ways that we learn over time.

Randy Johnston

9th Annual Accounting Firm Operations and Technology Survey Now Open to Professionals

Accounting July 20, 2023 

9th Annual Accounting Firm Operations and Technology Survey Now Open to Professionals

The accounting profession’s first and only national, independent premier benchmark survey for practicing accounting, tax and bookkeeping professionals.

Isaac M. O'Bannon

laptop coffee Pixabay Pexels -1869820_960_720

Technology July 20, 2023 

Working Road Trip? Pack for Success!

Guided by the Boy Scout motto of always being prepared, I’m writing this column on my “gotta have items” for working anywhere on the road.

Roman Kepczyk

charitable-giving-100333696-l1

Accounting July 20, 2023 

Centri Business Consulting Hosts Community Collaboration Day

The Community Collaboration Day saw the Centri team donate 637 hours of time and over $20,000 to local nonprofits across the company’s footprint in Boston, Denver, New York City, Philadelphia, Raleigh, Tampa and Tysons Corner.

Isaac M. O'Bannon

Ex-PwC U.K. Director Takes Over as CEO of OnlyFans

Accounting July 19, 2023 

Ex-PwC U.K. Director Takes Over as CEO of OnlyFans

Keily Blair, who worked at the Big Four firm from 2017 until 2020, succeeds Ami Gan, who is stepping down to pursue new endeavors.

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