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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
2018_SurePrep_Logo.5b858829593b3[1]

Taxes January 9, 2023 

Thomson Reuters Completes Acquisition of SurePrep, LLC

SurePrep will become part of Tax and Accounting Professionals operations, with revenues in both Tax & Accounting Professionals and Corporates.

Isaac M. O'Bannon

Chapman Bird & Tessler Joins Citrin Cooperman

Firm Management January 9, 2023 

Chapman Bird & Tessler Joins Citrin Cooperman

This will mark the fourth entertainment industry deal in a year. Prior firms include Massarsky Consulting, a music economics and valuations business that joined...

Isaac M. O'Bannon

NJCPA[1]

Accounting January 9, 2023 

New Jersey Society of CPAs Announces 10 Winners of its Student Loan Debt Lottery 

The winners, who were selected randomly in December out of 182 applicants, will each receive $1,200 towards their student loan debt. 

Avalara-Logo

Sales Tax January 9, 2023 

Avalara Appoints Kimberly Deobald as Chief Revenue Officer and Announces New Executive Team Members

She has led customer success, partnership, and sales teams for technology companies, including several roles at IBM.

Accounting Top 100 Social Media Leaderboard – Jan. 6, 2023

Accounting January 8, 2023 

Accounting Top 100 Social Media Leaderboard – Jan. 6, 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

Randy Brian Podcast

Accounting Technology Lab Podcast January 6, 2023 

The Technology Lab Podcast – Fall Conferences Recap – Jan. 2023

Brian Tankersley, CPA, CITP, CGMA and technologist Randy Johnston provide their expert commentary on 2022’s fall conference season. 

Brian Tankersley, Randy Johnston

KPMG Buys Seattle-Based Arnold Group

Firm Management January 5, 2023 

KPMG Buys Seattle-Based Arnold Group

Arnold Group provided go-to-market strategy development for clients in the technology sector the last 20 years.

Jason Bramwell

AICPA Releases 2024 CPA Exam Blueprints

Accounting January 4, 2023 

AICPA Releases 2024 CPA Exam Blueprints

The Blueprints are based on the knowledge and skills required of a newly licensed CPA in today’s world.

Whitley Penn Adds 16 New Partners

Firm Management January 4, 2023 

Whitley Penn Adds 16 New Partners

“We congratulate and welcome these accomplished individuals to the partnership,” said Managing Partner Larry Autrey.

Andersen Promotes 23 to Managing Director

Firm Management January 4, 2023 

Andersen Promotes 23 to Managing Director

As of Jan. 1, Andersen has more than 250 managing directors throughout the United States.

Withum Adds Massachusetts CPA Firm O’Connor & Drew

Firm Management January 3, 2023 

Withum Adds Massachusetts CPA Firm O’Connor & Drew

Eighteen partners and 110 team members from O’Connor & Drew joined Withum on Jan. 1.

CLA Acquires Ohio-Based CPA Firm Gilmore Jasion Mahler

Firm Management January 3, 2023 

CLA Acquires Ohio-Based CPA Firm Gilmore Jasion Mahler

The deal, which became effective on Jan. 1, increases CliftonLarsonAllen’s presence in Toledo to 150 people.

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