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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
economy1

Accounting February 24, 2023 

Companies are Prioritizing Agility and Risk Reduction in 2023 Real Estate Portfolios

The report also found more than half (52%) of senior real estate executives report that their companies are planning to add new satellite locations and 28% are looking to downsize existing spaces.

Isaac M. O'Bannon

Accounting Automation Evolution: Augmented or Artificial Intelligence

Accounting February 24, 2023 

Accounting Automation Evolution: Augmented or Artificial Intelligence

What is the reality of Artificial Intelligence tools utilized today in your accounting practice?  Unfortunately, there is no clear answer, and in actuality it depends on your interpretation of AI.

Roman Kepczyk

growth 1  5554e84b7a685

Firm Management February 24, 2023 

Beyond Tax Season: How Accounting Firms Can Grow Sustainably

After putting the right lead-generation strategies in place, firms can drive the stable revenue they’ll need to achieve lasting growth. 

3 Ways to Solve Your Accounting Firm’s Last-Minute Staffing Needs

Payroll February 23, 2023 

3 Ways to Solve Your Accounting Firm’s Last-Minute Staffing Needs

Beyond retention, the upside of making remote work part of your firm’s standard operations is that it opens the door to recruiting talent from everywhere.

Paul McDonald

Eight Questions CPAs Should Ask to Choose a VoIP Provider

Firm Management February 23, 2023 

Eight Questions CPAs Should Ask to Choose a VoIP Provider

Many in the accounting industry have switched to Voice-over-Internet-Protocol (VoIP) phone systems from traditional phone landlines to run their practices more efficiently.

Isaac M. O'Bannon

CPAmerica

Firm Management February 23, 2023 

N.J. Accounting Firm Haefele Flanagan Joins CPAmerica, Inc.

Haefele Flanagan is a full-service advisory, accounting, auditing and tax service firm. With two locations in Maple Shade, N.J. and Philadelphia, Pa.

Isaac M. O'Bannon

Avantax

Accounting February 23, 2023 

Avantax Sees $1.7 Billion in Newly Recruited Assets, Up 79%

Avantax also continued successfully recruiting accounting firms to its employee-based model with the new affiliation of three large accounting firms.

Isaac M. O'Bannon

Staffing 1

Accounting February 23, 2023 

9 in 10 Accounting and Audit Firms Struggle to Find Talent

To tackle this challenge and boost client collaboration, accounting and auditing organizations are ramping up the adoption of advanced technologies such as ...

Isaac M. O'Bannon

Accounting Firm FORVIS Donates $500K to United Way for Hurricane Ian Relief in Florida

Accounting February 23, 2023 

Accounting Firm FORVIS Donates $500K to United Way for Hurricane Ian Relief in Florida

The firm’s donation also will help fund other unmet needs including construction costs for people repairing and rebuilding homes and labor costs for United Way staff assisting people through the recovery process.

Isaac M. O'Bannon

AbacusNext Rebrands as CARET to Unify Technology and Automation Solutions for Legal and Accounting Professionals

Technology February 23, 2023 

AbacusNext Rebrands as CARET to Unify Technology and Automation Solutions for Legal and Accounting Professionals

CARET brands include OfficeTools, Abacus Payment Exchange (APX), HotDocs, AbacusLaw, Amicus Attorney, and Zola Suite, (now CARET Legal under the company’s new brand strategy).

Isaac M. O'Bannon

The Technology Lab Podcast – Review of Zapier – Feb. 2023

Accounting Technology Lab Podcast February 22, 2023 

The Technology Lab Podcast – Review of Zapier – Feb. 2023

Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA evaluate Zapier, a tool that lets you automate your work across 5,000+ apps, including the critical business tools you use every day.

Brian Tankersley, Randy Johnston

ChatGPT Has Become a Useful Tool for Job Seekers

February 22, 2023 

ChatGPT Has Become a Useful Tool for Job Seekers

Hiring experts say ChatGPT can aid in a job search—but they stressed it isn’t the only tool job seekers will need.

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