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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
Top 20 Firm Leads IPO Auditor Market Share in Q1 2023

Auditing May 15, 2023 

Top 20 Firm Leads IPO Auditor Market Share in Q1 2023

Twenty-five different firms audited the 46 IPOs completed in the first quarter of this year, with one firm's seven leading the way.

Jason Bramwell

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Payroll May 15, 2023 

Job Satisfaction in U.S. Hits All-Time High

62.3 percent of US workers were satisfied in 2022—up from 60.2 percent in 2021. That’s the highest level recorded since the survey began in 1987. Satisfaction has now surged for two consecutive years.

Isaac M. O'Bannon

Illinois CPA Society Honors 2023 Women to Watch Award Recipients

Accounting May 15, 2023 

Illinois CPA Society Honors 2023 Women to Watch Award Recipients

Each year, Women to Watch Awards are presented in two categories, Emerging Leader and Experienced Leader.

Isaac M. O'Bannon

AICPA and Other Groups Call Attention to New Beneficial Ownership Information Reporting Requirements

Accounting May 15, 2023 

AICPA and Other Groups Call Attention to New Beneficial Ownership Information Reporting Requirements

BOI is an anti-money laundering initiative enacted through the Corporate Transparency Act (CTA) in 2021.

Isaac M. O'Bannon

marketing geralt pixabay

Firm Management May 12, 2023 

Maximizing Marketing ROI: How to Make Data-Driven Decisions

Calculating marketing ROI uses a simple formula but a complex set of elements. Calculate it by tracking campaign lead source, campaign cost, lead and customer tracking.

Becky Livingston

How Offshoring Has Moved Far Beyond Bookkeeping

Firm Management May 12, 2023 

How Offshoring Has Moved Far Beyond Bookkeeping

As client needs continue to evolve and expand, businesses will expect their accounting and advisory firms to have the answers and necessary skills to meet those needs.

1053-travel-expenses1

Accounting May 12, 2023 

Expensify Expands Employee Reimbursements Globally

Businesses simply link their local bank account and pay employees at any time. Expensify will handle the rest.

Isaac M. O'Bannon

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Firm Management May 12, 2023 

How to Establish Pricing as a Center of Excellence in Your Firm

For your firm to remain competitive and sustain success in an ever-evolving business landscape, it's crucial to create pricing as a center of excellence.

Jon Hubbard

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May 12, 2023 

Massachusetts Society of CPAs Awards 51 Scholarships

MassCPAs also hosted its second Virtual 5K Walk/Run Fundraiser in April, raising an additional $1,297 to help fund scholarships for accounting students in Massachusetts.  

Isaac M. O'Bannon

The Technology Lab Podcast – ChatGPT and Accounting Firms – May 2023

Accounting Technology Lab Podcast May 11, 2023 

The Technology Lab Podcast – ChatGPT and Accounting Firms – May 2023

Randy and Brian discuss the practical application of ChatGPT for accounting professionals, as well as the possible benefits, limitations and risks.

Brian Tankersley, Randy Johnston

5 Themes Shaping the Future of Accounting

Accounting May 11, 2023 

5 Themes Shaping the Future of Accounting

For accountants to fulfill their full potential in the coming years, they will need to prepare for the following five fundamental changes.

James Paille

AICPA & CIMA Offer New Learning Tools

Accounting May 9, 2023 

AICPA & CIMA Offer New Learning Tools

The AICPA & CIMA have released a new online learning platform to help accounting and finance professionals improve and update their skills to take advantage of a digital accelerating business environment. 

Isaac M. O'Bannon

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