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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
Marcum Merges in New Hampshire Firm Melanson

Firm Management January 3, 2023 

Marcum Merges in New Hampshire Firm Melanson

Melanson’s 13 partners, 100 associates, and four offices have now become part of Marcum’s New England region.

CPACharge Launches Integration with QuickBooks Online

Technology January 3, 2023 

CPACharge Launches Integration with QuickBooks Online

Partnership gives small and medium-sized CPA firms access to a user-friendly accounting management system.

Employee Experience Propels Workplace Transformation in 2023

January 3, 2023 

Employee Experience Propels Workplace Transformation in 2023

Innovation at work is gaining greater momentum, as employee experience emerges as a defining priority in 2023.

Here Are the 5 Benefits Employees Want Most in 2023

Firm Management January 3, 2023 

Here Are the 5 Benefits Employees Want Most in 2023

It goes beyond free lunch, commuting stipends and other sweeteners that dominated the return-to-office push.

KPMG’s 2022 Global Revenue Topped Out at $34.6 Billion

Firm Management December 28, 2022 

KPMG’s 2022 Global Revenue Topped Out at $34.6 Billion

The Big Four firm had steady growth across all regions during its FY 2022, as well as all of its core service lines.

Jason Bramwell

5 Core Components of Your Firm’s Social Media Strategy

Technology December 28, 2022 

5 Core Components of Your Firm’s Social Media Strategy

If you are tired of wasting time and money on social media tools and creating content that doesn't help your firm meet its growth goals, it is essential to get strategic about social media.

Jon Hubbard

2023 is the Year for Client Advisory Services

Firm Management December 28, 2022 

2023 is the Year for Client Advisory Services

95 percent of accounting firm leaders say their clients want more business advisory services, yet many small and mid-sized firms shy away from adding advisory services.

Marijuana and Workplace Law in 2023

Payroll December 28, 2022 

Marijuana and Workplace Law in 2023

In stark opposition to federal law, the rapid proliferation of state marijuana laws has made maintaining legally compliant drug policies a major task for most employers.

Richard D. Alaniz, JD

U.K.’s Accounting Watchdog Sounds Alarm Over Cheating in Exams

Accounting December 27, 2022 

U.K.’s Accounting Watchdog Sounds Alarm Over Cheating in Exams

The largest accounting firms across the pond said they have a “zero tolerance” approach to exam fraud.

Managing Firm Morale to Win the Coming Busy Season

Firm Management December 27, 2022 

Managing Firm Morale to Win the Coming Busy Season

While stress is difficult to avoid during this hectic time, practice leaders can mitigate the impact of stress on employees through rewarding employees who ...

Jeannie Ruesch

Professionals on the Move – Jan. 5, 2023

Accounting December 27, 2022 

Professionals on the Move – Jan. 5, 2023

Professionals on the Move is a round-up of recent promotions and hiring announcements from around the profession.

Mary Girsch-Bock

What We Learned About Hybrid Work in 2022

Firm Management December 27, 2022 

What We Learned About Hybrid Work in 2022

Although office occupancy rates have risen meaningfully, they are still nowhere near pre-pandemic norms.

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