Firm Management August 7, 2026
Building an AI-First Culture (Without AI Slop)
Leaders who draft their own first pass and summarize before escalating to the board or partner group make “AI-first” credible instead of aspirational.
March 11, 2021
AbacusNext Acquired by Thomas H. Lee Partners
AbacusNext will continue to be led by its Chief Executive Officer, Scott Johnson, and the other members of the company’s senior management team.
March 11, 2021
Lockstep Adds Customer Success and Finance Officers to Team
Lockstep, an accounting cloud developer, has announced the expansion of their leadership team with the new hires of Rosalyn Curato and Preethi Pragash. The news comes just weeks after the Seattle-based accounting platform closed its $10 million ...
March 10, 2021
Biden Signs Stimulus Bill into Law
In this version, the maximum payment is $1,400 per qualified individual or $2,800 for a couple. Previous payment amounts were for $1,200 and $600 per qualified individual respectively. In addition, payments are now available for all dependents, ...
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March 10, 2021
Fujitsu Introduces Cloud-Connected Scanning Solution ScanSnap iX1600
Fujitsu has introduced the ScanSnap iX1600 with ScanSnap Cloud. ScanSnap Cloud integrates seamlessly with a variety of popular cloud services to provide a convenient and comprehensive solution for ScanSnap customers.
March 10, 2021
Diligent to Become Largest Global GRC SaaS Company through Galvanize Acquisition
With the acquisition of Galvanize, Diligent will become the largest SaaS GRC provider. The combined solution with enrichment from Steele will enable an integrated GRC picture – from Audit, Risk, Information Security, Ethics and Compliance across the ...
March 10, 2021
Canopy Delivers Updates to Practice Management Software for the 2021 Tax Season
Canopy is also introducing a global inbox enabling accountants to view and manage all work emails in one place—from both clients and non-clients. In addition to this tool, Canopy will make it easy to create a task or contact directly from an email in ...
March 10, 2021
Tax Season Halftime Show Gives Firms a Break, Plus Chances at Prizes
The event was developed to offer firms and their staff a much-needed mid-season break, complete with high-value prizes and inspiring sideline reports from peer firms across the country.
March 10, 2021
AICPA Accepting Applications for Minority Student Leadership Workshop
The American Institute of CPAs (AICPA) encourages qualified students to apply for the 2021 Accounting Scholars Leadership Workshop (ASLW) being held October 13-15 in New Orleans.
March 9, 2021
Finance Employment Trends in the COVID-19 Era
There’s no question that the COVID-19 pandemic has redefined how we work and caused accounting and finance managers to rethink their recruitment, staffing and retention strategies. The changes may have been sudden, but many of them are ultimately ...
March 9, 2021
5 Reasons to Conduct a Retreat in 2021
Many CPA firms conduct annual retreats to keep them on track. With the pandemic, more firms need to consider holding a retreat to help them prepare for their future. Taking into account what we’ve learned over the past year, here are five reasons to ...
March 9, 2021
Apps We Love – March 2021: Games
We know you don’t work 24/7, even though sometimes it seems like it. When you take off your work hat, do you put your phone aside, or do you wind down by playing a few games? This “Apps We Love” article focuses on games, and the members of the ...
March 9, 2021
BKS Acquires Indianapolis Firm Hamernik
The national accounting firm BKD CPAs & Advisors has acquired Hamernik LLC, an Indianapolis-based consulting firm specializing in restructuring and business advisory services, effective March 1, 2021.