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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
BEPS 2.0 Pillar Two – What Tax Teams Need To Succeed 

Taxes June 1, 2023 

BEPS 2.0 Pillar Two – What Tax Teams Need To Succeed 

Organizations should aim to remove inefficient and time-consuming processes associated with tax reporting, while empowering tax managers to collaborate with the executive team and prioritize strong policies. 

ShareFile Launches New Accounting Solution

Accounting June 1, 2023 

ShareFile Launches New Accounting Solution

The new solution from ShareFile improves client experiences by delivering simple, frictionless interactions.

Isaac M. O'Bannon

Worries About Inflation, Recession and Potential U.S. Default Drag Down Economic Outlook

Accounting June 1, 2023 

Worries About Inflation, Recession and Potential U.S. Default Drag Down Economic Outlook

Last quarter’s modest lift in business executives’ view of the U.S. economy proved short-lived, with a majority now expressing pessimism about the next 12 months

Isaac M. O'Bannon

Chicago Accounting Firms Porte Brown and RVG Partners to Merge

Accounting June 1, 2023 

Chicago Accounting Firms Porte Brown and RVG Partners to Merge

The newly-combined firm will operate under the Porte Brown brand, and staff from RVG will continue to serve clients from their Oak Brook location.

Isaac M. O'Bannon

FORVIS Marks 1-Year Anniversary

Firm Management June 1, 2023 

FORVIS Marks 1-Year Anniversary

The top 10 accounting and advisory firm formed on June 1, 2022, via the merger of equals of legacy firms BKD and DHG—the largest such move in the accounting industry in more than two decades.

Isaac M. O'Bannon

Accounting Thought Leaders to Meet During AICPA ENGAGE Conference

Accounting May 31, 2023 

Accounting Thought Leaders to Meet During AICPA ENGAGE Conference

The event will be the first time the 40 Under 40 honorees and participants of the annual Thought Leader Symposium will come together, engaging on issues critical to the profession.

Isaac M. O'Bannon

TrustedAdvisor3 54bed0beb4f6c

Advisory May 31, 2023 

Unlocking Your CAS Potential: Strategies for Facing Challenges Head-On

As practitioners, we must continuously adapt, evolve, and learn to ensure our practices remain successful and serve our clients effectively.

Amy Vetter

The Technology Lab Podcast – The Truthiness of AI – June 2023

Accounting Technology Lab Podcast May 30, 2023 

The Technology Lab Podcast – The Truthiness of AI – June 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the content quality in various AI generative content systems.

Brian Tankersley, Randy Johnston

How to Market Advisory Services in 2023

Accounting May 30, 2023 

How to Market Advisory Services in 2023

Promoting advisory services isn’t as complicated as you think. Here’s how to get started.

CPAs from Several States Visited Washington D.C. to Promote Accounting and Tax Issues

Accounting May 30, 2023 

CPAs from Several States Visited Washington D.C. to Promote Accounting and Tax Issues

The CPAs asked members of Congress to support the Freedom to Invest in Tomorrow’s Workforce Act, a bill that would expand eligible uses of 529 savings plans.

Isaac M. O'Bannon

Number of CPA Exam Takers Continues to Dwindle

Accounting May 30, 2023 

Number of CPA Exam Takers Continues to Dwindle

The number of candidates who took the Uniform CPA Examination in 2022 was about 67,000, down from 72,000 in 2021.

Jason Bramwell

New AICPA Chair Looks to Foster Innovation and Support Next Generation of Accounting Professionals

Accounting May 28, 2023 

New AICPA Chair Looks to Foster Innovation and Support Next Generation of Accounting Professionals

Okorie L. Ramsey, CPA, CGMA, PMP, NACD, will also serve as chair of the Association of International Certified Professional Accountants.

Isaac M. O'Bannon

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