Accounting Technology Lab Podcast May 29, 2026
Next-generation document management is not simply an upgrade to existing systems, but a complete architectural redesign.
January 5, 2021
Compared to other workplaces in different industries, the typical accounting firm deals with a greater need for a direct and clear management style.
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January 5, 2021
Citrin Cooperman has acquired West Los Angeles professional services firm, Goren, Marcus, Masino & Marsh (GMMM), effective January 1, 2021. GMMM joining Citrin Cooperman will include the addition of 5 partners, 22 staff, and a fourth California office...
January 4, 2021
As part of the brand alignment, the in-house retirement offering that was formerly referred to as HK Financial Services Retirement Plan Services will now be referred to as Avantax Retirement Plan Services. It will continue providing full fiduciary ...
January 4, 2021
For accounting firm leaders, now is the time to start to research and experiment with these technologies. While your clients might not build their own Spatial Web, they will likely participate in it. When your clients inevitably start ...
December 29, 2020
This has been a year of unprecedented disruption and change, a lot of which will still be with us in the new year, as well. Remote work, for example, isn’t going anywhere. So organizations should be looking to proactively invest in tools and systems to...
December 29, 2020
You may have heard some buzz about the top-level domain “.CPA” promoted by the AICPA. It’s an exciting thought, but how might it impact your firm?
December 29, 2020
As we all are dealing with the near universal push to remote in 2020, everyone has had to figure out overnight how to work virtually or remotely, and, for some, their tech stack made this conversion.
December 28, 2020
As one of the largest accounting and advisory firms in northern New England, Baker Newman Noyes routinely upgrades its technology inventory for security and efficiency purposes. Since the start of the COVID-19 pandemic, BNN has donated more than 140 ...
December 28, 2020
Whitley Penn Tax Senior Manager, Robert Pike, CPA, has been selected to join National Utility Contractors Association (NUCA)Texas Board of Directors Board of Directors for a 1-year term (2021-2022).
December 28, 2020
The AICPA and CPA.com have been advising firms to reach out proactively to hard-pressed businesses and begin collecting key documents such as 2020 revenue, monthly payroll amounts, and the like. There are several new provisions in the $310 PPP...
December 28, 2020
If 2020 were any indication, 2021 may come with its own fair share of surprises. By sharpening our mental flexibility, we can be ready for what comes next and to reach farther, more easily and quickly. Just like we practice touching our knees, then our...
December 28, 2020
Contrary to what many might expect, the pandemic has done little to damper optimism about growth at most companies. From right before the pandemic hit to today, accountants, bookkeepers, and companies in general continue to have a positive outlook for ...