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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
FORVIS Ranked in Top 100 for Career Growth

Firm Management July 27, 2022 

FORVIS Ranked in Top 100 for Career Growth

FORVIS was created by the merger of equals between BKD and DHG. The firm was recently ranked at #86 of the top 100 organizations with 500+ staff.

Making a Remote Workplace Culture Work

Firm Management July 27, 2022 

Making a Remote Workplace Culture Work

The first step is acknowledging that you can no longer forge culture in the same way as in an office-centric model.

Amy Vetter

 What CPA Firms Need to Know about Outsourcing

Firm Management July 27, 2022 

What CPA Firms Need to Know about Outsourcing

To help lighten the load and setup for success, many firms have turned to outsourcing. Essentially, outsourcing is when a business hires a third party to provide services or complete certain tasks for the business.

Christopher Stark

advancement-of-technology1_10863322

Technology July 26, 2022 

5 Challenges Faced by CPA Firms and Strategies to Address Them

Accounting firms face challenges today which are more formidable than those faced in previous generations. With margins shrinking, competition increasing, constant technology and security challenges, as well as the twin threats of artificial ...

Brian Tankersley

Grant Thornton named to 2022 “Best Places to Work for Disability Inclusion” List

Firm Management July 26, 2022 

Grant Thornton named to 2022 “Best Places to Work for Disability Inclusion” List

A joint initiative of Disability:IN and the American Association of People with Disabilities (AAPD), the DEI is widely acknowledged as the most robust disability inclusion assessment tool in business.

Isaac M. O'Bannon

Alvarez and Marsal Add Two Senior Professionals to Valuation Services

Firm Management July 26, 2022 

Alvarez and Marsal Add Two Senior Professionals to Valuation Services

Together, Juneau and Walters will bring more than twenty years of experience on valuation matters within the energy industry.

News Flash: Accountants Feel Burned Out

Accounting July 21, 2022 

News Flash: Accountants Feel Burned Out

Nearly all (99%) of the 204 accountants who participated in a recent survey are experiencing burnout.

Jason Bramwell

KPMG Nabs Respected Grant Thornton Chief Economist Diane Swonk

Accounting July 20, 2022 

KPMG Nabs Respected Grant Thornton Chief Economist Diane Swonk

Based in Chicago, Swonk will lead KPMG's Office of the Chief Economist.

Jason Bramwell

Mailchimp + QuickBooks Online Helps The W2 Group Manage Marketing and Sales

Firm Management July 20, 2022  Sponsored

Mailchimp + QuickBooks Online Helps The W2 Group Manage Marketing and Sales

To find out how Mailchimp is being used in a CPA’s practice, I sat down with Jeff Wilson II, CPA, owner of The W2 Group (www.wiicpas.com) in Upper Marlboro, MD. Jeff has a full-service practice with several niches...

Scott Cytron

Canopy Enhances Accounting Practice Management Suite with New Workflow Automation 

Accounting July 20, 2022 

Canopy Enhances Accounting Practice Management Suite with New Workflow Automation 

Canopy's Workflow automation helps firms streamline the delivery of accounting services by reducing manual, repetitive processes...

Marna Ricker Named New EY Global Vice Chair – Tax

Firm Management July 19, 2022 

Marna Ricker Named New EY Global Vice Chair – Tax

Ricker succeeds Kate Barton, who will take on a new role helping to guide the organization and lead additional projects for the Office of the Chairman, having served the full four-year tenure as EY Global Vice Chair - Tax.

Isaac M. O'Bannon

Workday Global Survey: Finance and IT Leaders Reveal Top Barriers to Digital Finance Transformation

Advisory July 19, 2022 

Workday Global Survey: Finance and IT Leaders Reveal Top Barriers to Digital Finance Transformation

The survey of 1,060 finance and IT leaders found a positive correlation between the level of alignment of a company's finance and IT teams and digital finance transformation progress.

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