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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
The Technology Lab Podcast – The Art of Data Wrangling – April 2023

Accounting Technology Lab Podcast April 25, 2023 

The Technology Lab Podcast – The Art of Data Wrangling – April 2023

Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA discuss useful techniques for managing data within a firm.

Brian Tankersley, Randy Johnston

Deloitte U.S. to Trim Risk and Financial Advisory Staff by 3%

Firm Management April 24, 2023 

Deloitte U.S. to Trim Risk and Financial Advisory Staff by 3%

Overall, the Big Four firm will be letting go of roughly 1,200 employees, or 1.5% of its 80,000-person U.S. workforce.

Jason Bramwell

5 Things to Make Meetings Less Boring and More Effective

April 24, 2023 

5 Things to Make Meetings Less Boring and More Effective

Create a habit of using the five minutes before meetings to make the most out of the next 15, 30, or 60 minutes of your work life.

leasequery-logo[1]

Accounting April 24, 2023 

LeaseQuery Joins the Information Technology Alliance (ITA) as an Alliance Partner

ITA is the highly-regarded international not-for-profit association of leading Consulting firms and VARs, CPA firms, and technology product/service providers.

Isaac M. O'Bannon

Thomson-Reuters1

Accounting April 24, 2023 

Thomson Reuters ONESOURCE Indirect Tax Integration Achieves SAP Certification for S/4HANA Cloud, Private Edition

The SAP certification validates that ONESOURCE follows SAP guidelines for third-party add-ons, ensuring high levels of security and performance for customers.

Isaac M. O'Bannon

succession-planning

Firm Management April 23, 2023 

Why Finding Your Mini-Me Won’t Lead to Succession Success

Opting for a Mini-Me successor might feel comfortable, but it's not the best choice for your accounting firm's success.

Garrett Wagner

financials_pixabay user 6689062-2860753_1920

Firm Management April 21, 2023 

How Offering Financial Planning Can Enhance Your Credibility as an Accountant

When you offer a wide range of financial services, like financial planning, you serve as a one-stop shop for your client’s financial needs.

Illinois CPA Society Announces 2023 Outstanding Leadership Award Recipients

Accounting April 21, 2023 

Illinois CPA Society Announces 2023 Outstanding Leadership Award Recipients

The ICPAs annual Outstanding Leadership Awards program celebrates distinguished leaders within the CPA community through a variety of prestigious awards.

Isaac M. O'Bannon

estateplanningpic_1_.541aea309ca43

Taxes April 21, 2023 

AICPA Recommends Improvements to Regulations on Section 645, Election to Treat Trust as Part of an Estate

TD 9032 describes the procedures and requirements for making an election to have certain revocable trusts treated and taxed as part of an estate.

Isaac M. O'Bannon

Canopy Launches ChatGPT AI in Accounting Practice Management Software

Accounting April 21, 2023 

Canopy Launches ChatGPT AI in Accounting Practice Management Software

Canopy has added ChatGPT AI to its all-in-one accounting practice management software. 

Isaac M. O'Bannon

Top 100 Firms EisnerAmper and Postlethwaite & Netterville Combine

Firm Management April 20, 2023 

Top 100 Firms EisnerAmper and Postlethwaite & Netterville Combine

More than 575 professionals from P&N will join EisnerAmper once the deal closes this summer.

Jason Bramwell

Your Firm and Your AI (Artificial Intelligence)

April 20, 2023 

Your Firm and Your AI (Artificial Intelligence)

Several AI trends can significantly impact a practice and tech stack, which we have discussed in previous columns.

Randy Johnston

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