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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
Wipfli Merges In Michigan CPA Firm Clayton & McKervey

Firm Management July 19, 2023 

Wipfli Merges In Michigan CPA Firm Clayton & McKervey

Effective Sept. 1, more than 90 shareholders and associates from Clayton & McKervey will join Milwaukee-based Wipfli.

Jason Bramwell

The Technology Lab Podcast – Recap of Scaling New Heights Conference 2023

Accounting Technology Lab Podcast July 18, 2023 

The Technology Lab Podcast – Recap of Scaling New Heights Conference 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the recent Scaling New Heights accounting conference.

Brian Tankersley, Randy Johnston

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Payroll July 18, 2023 

Survey Shows Top Reasons for Employee Turnover and the Impact of Pay Transparency

Employees are exceedingly tempted to jump ship and seek out a more stable role when they sense financial distress, so clear dialogue regarding organizational health is crucial to retaining talent.

Isaac M. O'Bannon

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Payroll July 17, 2023 

Intuit Launches App for Tracking Worker Hours, Schedules, and PTO

The new Workforce name reflects QuickBooks’ vision to provide businesses and their employees with a robust human capital management platform to manage their work, pay, and benefits in one place.

Isaac M. O'Bannon

Eide Bailly Adds Seattle CPA Firm King & Oliason

Firm Management July 13, 2023 

Eide Bailly Adds Seattle CPA Firm King & Oliason

As part of the acquisition, Eide Bailly picks up its first office in Seattle and adds six partners and 33 staff from King & Oliason.

Jason Bramwell

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Accounting July 13, 2023 

FICPA Names Harrell as Chief External Affairs Officer

Harrell will be stationed at the FICPA Governmental Affairs office in Tallahassee and will direct all aspects of the FICPA’s public policy, advocacy, governmental affairs and regulatory efforts.

Isaac M. O'Bannon

Internet Marketing – It’s Not Just for Celebs, But Accounting Firms, Too

Accounting July 13, 2023 

Internet Marketing – It’s Not Just for Celebs, But Accounting Firms, Too

With a well-planned strategy, engaging your staff, clients, and prospects through influencer marketing can lead to amplified brand exposure...

Becky Livingston

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Technology July 12, 2023 

Digital Marketing Strategies for Financial Service Providers: Best Practices and Case Studies

In this article, we will explore effective strategies, such as search engine optimization (SEO), content marketing, social media campaigns, and pay-per-click advertising.

The Technology Lab Podcast – Outsourcing for Tax and Accounting Firms – July 2023

Accounting Technology Lab Podcast July 12, 2023 

The Technology Lab Podcast – Outsourcing for Tax and Accounting Firms – July 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the pros and cons, as well as the technologies and liabilities, of outsourcing tax and accounting tasking.

Brian Tankersley, Randy Johnston

Build a successful career online 1  590a14091946c

Accounting July 12, 2023 

Professionals on the Move – July 12, 2023

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

Mary Girsch-Bock

Beach

Advisory July 12, 2023 

How To Enhance Your Advisory Services During The Summer Months

If you take this downtime seriously at the start of the season, you can even take a break afterward and allow everyone to recharge for the more hectic times ahead.

Joeseph Graziano

BoomerConsulting 1  5784eb61d1af1

Accounting July 12, 2023 

Boomer Consulting Announces Arianna Campbell and Jon Hubbard Appointments

This expansion of roles formalizes Boomer Consulting’s commitment to growth and operational excellence.

Isaac M. O'Bannon

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