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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
Professionals on the Move – March 2023

Accounting March 3, 2023 

Professionals on the Move – March 2023

Professionals on the move is a summary of recent promotions and staffing announcements from around the accounting space.

Mary Girsch-Bock

‘Rage Applying’ is All the Rage

March 2, 2023 

‘Rage Applying’ is All the Rage

While this trend may not last long, it uncovers a major issue: firms need to better support and recognize their workforce.

5 Trends in Remote Work for 2023

Payroll March 2, 2023 

5 Trends in Remote Work for 2023

Nearly 9 in 10 workers considering a job change (87%) are interested in hybrid or fully remote positions. 28% of all new job postings in January 2023 were advertised as remote.

Isaac M. O'Bannon

Thousands of White Collar Workers Have Left Downtown San Francisco

Payroll March 2, 2023 

Thousands of White Collar Workers Have Left Downtown San Francisco

There are about 150,000 fewer office workers on any given workday in downtown San Francisco than there were before the pandemic.

AICPA News – March 2023

Accounting March 1, 2023 

AICPA News – March 2023

AICPA News is a roundup of recent announcements from the American Institute of CPAs.

Mary Girsch-Bock

AICPA Proposes IRS FAQs Pertaining to 2022 Form 1040 Digital Asset Question

Accounting March 1, 2023 

AICPA Proposes IRS FAQs Pertaining to 2022 Form 1040 Digital Asset Question

The proposed FAQs will allow taxpayers and practitioners to properly comply with the question and overall reporting requirements for digital assets.

Isaac M. O'Bannon

How to Set Fees for Advisory Services Engagements

Advisory February 28, 2023 

How to Set Fees for Advisory Services Engagements

You already know that hourly billing is archaic, punishes you for being efficient, limits your earning potential, and is generally a terrible idea.

AICPA and CPA.com Announce 2023 Startup Accelerator Cohort

Accounting February 28, 2023 

AICPA and CPA.com Announce 2023 Startup Accelerator Cohort

The Startup Accelerator supports the growth of early-stage technology companies benefiting the accounting and finance ecosystem.

Isaac M. O'Bannon

Invoicing in the Digital Age

Accounting Technology Lab Podcast February 28, 2023 

Invoicing in the Digital Age

The Technology Lab, a podcast presented by CPA Practice Advisor, is helping the accounting community with credible subject matter experts’ advice on software selection.

Isaac M. O'Bannon

ESG Reporting Now Common at Large Companies, But Report Quality Varies

Accounting February 28, 2023 

ESG Reporting Now Common at Large Companies, But Report Quality Varies

Some 95% of large companies reported on ESG matters in 2021, the latest year available, the IFAC-AICPA & CIMA study found.

Isaac M. O'Bannon

IRIS Software Group Acquires Apex HCM Software

Accounting February 28, 2023 

IRIS Software Group Acquires Apex HCM Software

The combined business provides payroll solutions for over 130,000 SMBs and one million employees across the United States and Canada.

Isaac M. O'Bannon

Buffalo CPA Firm Partners Clash in Court Over Claims of Misconduct, Power Grab

Firm Management February 27, 2023 

Buffalo CPA Firm Partners Clash in Court Over Claims of Misconduct, Power Grab

Following an appearance before a judge last week, both partners of Dansa D’Arata & Soucia CPAs were claiming victory.

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