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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
Your Practice Management Playbook Part 3: How to Nail Your CX Using your Current Practice Management Solution

Firm Management December 8, 2022 

Your Practice Management Playbook Part 3: How to Nail Your CX Using your Current Practice Management Solution

Tools in the accounting profession are commonly built on decades-old technology, which doesn’t make for ...

Randy Johnston

Being an Empathetic Leader Builds Your Team’s Trust

Firm Management December 8, 2022 

Being an Empathetic Leader Builds Your Team’s Trust

The effectiveness of a leader at an accounting firm involves much more than technical know-how or years of experience.

Paul McDonald

Promotions Were Common in Public Accounting in 2022, Analysis Shows

Firm Management December 8, 2022 

Promotions Were Common in Public Accounting in 2022, Analysis Shows

LinkedIn says professional services was among the five industries that gave out the most promotions this year.

Jason Bramwell

3,000+ Accounting Pros Attend Live QB Connect Conference in Vegas: Intuit Announces Big New Features

Accounting December 8, 2022 

3,000+ Accounting Pros Attend Live QB Connect Conference in Vegas: Intuit Announces Big New Features

In-person for the first time since 2019, more than 3,000 accountants, bookkeepers, and developers joined the company at sold-out QuickBooks Connect to build relationships, be ...

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Accounting December 7, 2022 

Professionals on the Move – Dec. 2022

Professionals on the Move is a round-up of recent hiring, promotion and staffing announcements around the professional tax and accounting space.

Mary Girsch-Bock

How to Keep DEI at the Forefront of Your Tax Firm

Firm Management December 7, 2022 

How to Keep DEI at the Forefront of Your Tax Firm

There is intrinsic value when you ensure that you have a diverse workforce and clientele. You gain unique perspectives, opportunities, and insights that you otherwise would never have access to. 

The Technology Lab Podcast – Review of cdata – Dec. 2022

Accounting Technology Lab Podcast December 7, 2022 

The Technology Lab Podcast – Review of cdata – Dec. 2022

Technologist Randy Johnston and Brian Tankersley, CPA, CITP, CGMA review cdata, a universal data connectivity platform that enables more insightful analytics, integration and insights.

Brian Tankersley, Randy Johnston

Accounting Firm Blue & Co. Acquires Indiana Firm Alerding CPA Group

Firm Management December 6, 2022 

Accounting Firm Blue & Co. Acquires Indiana Firm Alerding CPA Group

This acquisition will provide Blue & Co. with a greater market share in the Indianapolis metropolitan area. Blue & Co. will be adding more than 20 employees from Alerding...

Cash Flow is in the Spotlight for Finance & Accounting in 2023

Accounting December 6, 2022 

Cash Flow is in the Spotlight for Finance & Accounting in 2023

CFOs can be expected to ask their organizations in 2023 to optimize and maximize cash across the enterprise. In turn, this demand requires finance and ...

Merger_sign

Firm Management December 6, 2022 

The Baby Boomer’s Guide to CPA Firm M&A Happiness

The supply of practices owned by older firm owners is large and the demand for them is shrinking. Valuations for firms are under pressure and boomers have many reasons for gloom.

digital-documents--670-article1

Firm Management December 6, 2022 

83% of Advisor Accounting Pros Say Document Management is More Challenging than No-Shows

Accountants can increase productivity with a streamlined, cloud-based document management platform that consolidates internal firm and external information. 

Right Networks Logo website 02 min 1  59fb398688a51

Accounting December 6, 2022 

Right Networks Expands Intelligent Cloud with Addition of SmartVault Document Management

The alliance will enable accounting firms and professionals to easily access and securely share sensitive client documents directly within ...

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