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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
FORVIS Names Jennifer Wold as Managing Partner for Virginia Market

Accounting May 22, 2023 

FORVIS Names Jennifer Wold as Managing Partner for Virginia Market

Wold is a member of the firm’s Commercial Products Practice and comes into the market from Wichita, Kansas with nearly 30 years of experience.

Isaac M. O'Bannon

Your Firm and Your Tools – Top Technology Initiatives

Accounting May 19, 2023 

Your Firm and Your Tools – Top Technology Initiatives

The accounting profession is undergoing a rapid digital transformation. As a result, embracing innovative technology tools is crucial for public practice accounting firms to stay competitive, streamline operations, and provide exceptional client service.

Randy Johnston

How Can Technology Help Accountants’ Mental Health?

Firm Management May 18, 2023 

How Can Technology Help Accountants’ Mental Health?

In a high-demand field like tax and accounting, it is essential that employees feel support in their efforts to achieve work-life balance.

Gen Z Surpasses Baby Boomers in Small Business Workforce Participation

Payroll May 18, 2023 

Gen Z Surpasses Baby Boomers in Small Business Workforce Participation

Gen Z females are working more than their male counterparts. The Gen Z workforce is comprised of 53% females and 47% males.

Isaac M. O'Bannon

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Taxes May 18, 2023 

Digital Automation Increasing in Tax Firms

Expect to see a bigger push for digital automation. This is not a new phenomenon — but rather one that will be recognized for the true advantage it brings. 

Morrison & Morrison Combines with EisnerAmper

Accounting May 18, 2023 

Morrison & Morrison Combines with EisnerAmper

The partners and colleagues of Chicago-based accounting and advisory firm Morrison & Morrison are joining EisnerAmper in a transaction expected to close in the summer of 2023.

Isaac M. O'Bannon

AICPA Recognizes Top 2022 CPA Exam Performers with Elijah Watt Sells Award

Accounting May 18, 2023 

AICPA Recognizes Top 2022 CPA Exam Performers with Elijah Watt Sells Award

Of the nearly 67,000 individuals that sat for the CPA Exam in 2022, the following 50 candidates met the criteria to receive the Elijah Watt Sells Award.

Isaac M. O'Bannon

AICPA Says it Has a Plan to Fix the CPA Talent Shortage

Accounting May 18, 2023 

AICPA Says it Has a Plan to Fix the CPA Talent Shortage

With its Pipeline Acceleration Plan, the AICPA said it has a framework in place to make accounting more appealing to students.

Jason Bramwell

FORVIS Expands into Canada with Toronto Office

Accounting May 18, 2023 

FORVIS Expands into Canada with Toronto Office

This is the third international office for FORVIS, joining locations in London and the Cayman Islands.

Isaac M. O'Bannon

Aprio is Merging in Two East Coast CPA Firms

Firm Management May 17, 2023 

Aprio is Merging in Two East Coast CPA Firms

The deals with New Jersey-based Tobin & Collins and Maryland-based Squire, Lemkin + Company are expected to close June 1.

Jason Bramwell

Build a successful career online 1  590a14091946c

Accounting May 17, 2023 

Professionals on the Move – May 17, 2023

Professionals on the Move is a round-up of recent hiring and promotion announcements from around the profession.

Mary Girsch-Bock

The Technology Lab Podcast – AI in Microsoft Products – May 2023

Accounting Technology Lab Podcast May 17, 2023 

The Technology Lab Podcast – AI in Microsoft Products – May 2023

Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA discuss the built-in artificial intelligence options in Microsoft's products.

Brian Tankersley, Randy Johnston

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