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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
Survey Reveals the Danger of Not Following Up with a Job Candidate

February 22, 2023 

Survey Reveals the Danger of Not Following Up with a Job Candidate

Businesses that don’t respond to job seekers risk taking a reputational hit, The Conference Board said.

Accounting Thought Leaders Discuss Future of the Profession, Advisory Services, and Tax

Accounting February 21, 2023 

Accounting Thought Leaders Discuss Future of the Profession, Advisory Services, and Tax

Accounting thought leaders convened in New York City Feb. 20-22, 2023, for CPA Practice Advisor's 13th annual Accounting Thought Leader Symposium.

Isaac M. O'Bannon

KPMG U.S. Cuts Nearly 2% of Its Workforce

Firm Management February 20, 2023 

KPMG U.S. Cuts Nearly 2% of Its Workforce

The layoffs on Feb. 15 impacted about 700 people who worked in the firm's advisory practice.

Jason Bramwell

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Accounting February 19, 2023 

Data to Drive Excellence and Enhance Recruiting and M&A Options

Strong success provides firms with more options to recruit and train talent, promote leaders, add services, and complete transactions that it wants to close.

Thomson-Reuters1

Auditing February 17, 2023 

Thomson Reuters Introduces Checkpoint Engage Single Audit for U.S. Auditors

Checkpoint Engage Single Audit offers the flexibility to work from anywhere and allows multiple team members to collaborate on the same engagement simultaneously, with real-time updates.

Isaac M. O'Bannon

Accounting Top 100 Social Media Leaderboard – Feb. 15, 2023

Accounting February 17, 2023 

Accounting Top 100 Social Media Leaderboard – Feb. 15, 2023

The Accounting Top 100 social media leaderboard scores and ranks users based on five separate metrics, each of which is weighted according to its perceived value.

Maureen Salahshoor

economy3

Payroll February 16, 2023 

U.S. Companies Anticipate Increased Hiring in the First Half of 2023

58% of respondents anticipate adding new permanent roles during the first half of the year, up from 46% six months ago. Another 39% expect to hire for vacated positions.

Isaac M. O'Bannon

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

Accounting Technology Lab Podcast February 14, 2023 

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

Technologists Randy and Brian evaluate Valadis, a tool that extracts data from all financial systems to automatically generate full sets of standardized working papers. This data can then be imported into working paper systems.

Brian Tankersley, Randy Johnston

CES Update 2023: Your Firm and Your Tech Opportunities

Accounting February 13, 2023 

CES Update 2023: Your Firm and Your Tech Opportunities

I believe one or more products from each category will be helpful to you. While CES produces its Innovation Awards that you can review, the items below will be more beneficial to the practice of accounting or your clients.

Randy Johnston

The Impact of AI on the Accounting Profession

Accounting February 13, 2023 

The Impact of AI on the Accounting Profession

In late 2022, a new AI tool, called ChatGPT, exploded into the marketplace. Since then, it’s been mentioned in hundreds of online articles, in chatrooms, and in the media.

Becky Livingston

Professionals on the Move – Feb. 14, 2023

Accounting February 13, 2023 

Professionals on the Move – Feb. 14, 2023

Professionals on the Move is a round-up of recent staff promotions and hires, from around the accounting profession.

Mary Girsch-Bock

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Firm Management February 13, 2023 

Creating an Employee-First Culture

When employees feel valued, respected, and supported by leadership, your firm builds and sustains trust in its talent.

Sandra Wiley

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