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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
Process Issues with a People Impact

Firm Management August 5, 2022 

Process Issues with a People Impact

Negative attitudes, poor morale and refusal to follow firm processes impede progress. If the prevailing mindset across the firm, especially amongst leadership, is ...

Arianna Campbell

Does Your Website Need a Redesign or a Rebuild?

Firm Management August 5, 2022 

Does Your Website Need a Redesign or a Rebuild?

Here are the pros and cons of each. Plus, a series of questions you can use to determine which strategy you should undertake.

Becky Livingston

Nearly Half of U.S. Companies Plan to Add Staff in the Second Half of 2022

Firm Management August 4, 2022 

Nearly Half of U.S. Companies Plan to Add Staff in the Second Half of 2022

However, nearly eight in 10 managers in finance and accounting worry about resignations from their team.

The Independent Contractor Dilemma

August 2, 2022 

The Independent Contractor Dilemma

Gig economy companies classifying their workers as independent contractors continue to face lawsuits, state action, and federal agency enforcement

Richard D. Alaniz, JD

Seth Siegel Named CEO of Grant Thornton

Accounting August 2, 2022 

Seth Siegel Named CEO of Grant Thornton

Siegel is an experienced leader who has spent more than 25 years with Grant Thornton.

Stay the Course in Volatile Times

Accounting August 2, 2022 

Stay the Course in Volatile Times

Volatile markets happen. The world’s most respected investors and investment firms can’t predict the market with 100% certainty.

Joeseph Graziano

History Rewind: Behind the Bernie Madoff Scam

Accounting August 2, 2022 

History Rewind: Behind the Bernie Madoff Scam

In 2009, Bernie Madoff pleaded guilty to a Ponzi scheme that cost investors an estimated total of $65 billion, the largest in U.S. history. Before that, he had been chairman of the NASDAQ stock ...

Isaac M. O'Bannon

4 Ways CPAs Can Benefit from Automation

Advisory August 1, 2022 

4 Ways CPAs Can Benefit from Automation

With the increased time savings, accuracy, clientele growth, and work–life balance that automation provides, it’s no wonder that the financial automation market is growing rapidly.

Justin Hatch

Citrin Cooperman Acquires New Jersey Top 150 Firm, Untracht Early

Firm Management August 1, 2022 

Citrin Cooperman Acquires New Jersey Top 150 Firm, Untracht Early

Untracht Early also brings a significant individual tax practice focused on serving high and ultra-high net worth clients and their closely held businesses.

Isaac M. O'Bannon

4 Steps to Help Clients Survive the Great Resignation

Firm Management August 1, 2022 

4 Steps to Help Clients Survive the Great Resignation

Surviving The Great Resignation is possible, but your client may need a little help to transition to the new mindset of employees.

Christopher Hayden

apps

Firm Management July 28, 2022 

Amplify Your LinkedIn Profile for Free With its Creator Feature

According to LinkedIn, “Creator mode is a profile setting on your dashboard that can help you grow your reach and influence on LinkedIn.

Becky Livingston

CRI Expands by Merging in S. Florida Accounting Firm

Firm Management July 28, 2022 

CRI Expands by Merging in S. Florida Accounting Firm

Carr, Riggs & Ingram, LLC (CRI) continues to expand in the state of Florida, increasing its locations to serve clients through the merger of Alonso & Garcia, P.A.

Isaac M. O'Bannon

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