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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
State CPA Societies in Action: California Society of CPAs

Accounting February 2, 2023 

State CPA Societies in Action: California Society of CPAs

CalCPA proactively drives evolution within the accounting profession by promoting business growth and integrity, protecting public interests, and positively impacting the community to deliver a better future for all.

Mary Girsch-Bock

Companies With Job Openings Are Cutting Degree Mandates

Payroll February 1, 2023 

Companies With Job Openings Are Cutting Degree Mandates

64% of hiring managers say the bachelor’s degree requirement was eliminated to increase applicants.

Jason Bramwell

Top 50 Firms Berdon and Citrin Cooperman Say They Are Uniting

Firm Management February 1, 2023 

Top 50 Firms Berdon and Citrin Cooperman Say They Are Uniting

Citrin acquired the nonattest business of Berdon; Berdon will continue to provide attestation services to clients.

Jason Bramwell

6 Time Management Tips for Accountants

Accounting February 1, 2023 

6 Time Management Tips for Accountants

Mastering time management is crucial for every accountant. Learning how to prioritize tasks, leverage technology, plan for complex projects and streamline meetings can go a long way in ...

John Graziano

SobelCo Team Members Join CLA, Establishing New Jersey Offices

Firm Management February 1, 2023 

SobelCo Team Members Join CLA, Establishing New Jersey Offices

The New Jersey accounting firm SobelCo has joined CLA (CliftonLarsonAllen LLP), the eighth largest accounting firm in the United States, effective February 1, 2023.

Isaac M. O'Bannon

Professionals on the Move – January 2023

Accounting January 31, 2023 

Professionals on the Move – January 2023

Professionals on the Move is a round-up of recent hiring and leadership announcements in and around the accounting profession.

Mary Girsch-Bock

FICPA Members “Hike the Hill” in Tallahassee to Advocate for CPA Profession

Accounting January 31, 2023 

FICPA Members “Hike the Hill” in Tallahassee to Advocate for CPA Profession

The event – which was the Institute’s second full-member, fly-in advocacy day – brought FICPA members together with lawmakers to advocate on behalf of the CPA profession in Florida.  

Isaac M. O'Bannon

58% of U.S. Businesses Plan to Add New Jobs in 2023

Small Business January 31, 2023 

58% of U.S. Businesses Plan to Add New Jobs in 2023

While many companies are eager to hire, 9 in 10 managers said it's challenging to find skilled professionals, on par with results from the prior State of U.S. Hiring Survey.

Isaac M. O'Bannon

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Firm Management January 31, 2023 

How Organic Social Media Can Help Your Firm

While many firms have used paid social media at some point, fewer have invested in their organic social media marketing.

When Will U.S. Workers Get Paid Leave? Maybe 2035

January 31, 2023 

When Will U.S. Workers Get Paid Leave? Maybe 2035

Most wealthy countries provide workers with paid time off when they become parents. The U.S. does not.

Armanino’s 2023 New Partner Class is Largest in Firm’s History

Firm Management January 30, 2023 

Armanino’s 2023 New Partner Class is Largest in Firm’s History

Half of the new partner class are women, with many completing the firm’s Executive Access Program.

Jason Bramwell

CohnReznick Adds 19 to Partnership

Firm Management January 26, 2023 

CohnReznick Adds 19 to Partnership

“They will play a critical role in helping to advance our clients’ goals and our own,” said CEO David Kessler.

Jason Bramwell

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