Accounting Technology Lab Podcast May 1, 2026
Technology Suites vs. Best in Breed – Accounting Technology Lab Podcast – May 2026
Brian and Randy look at whether to adopt an all-in-one software suite or build a best-of-breed technology stack
November 12, 2018
Saving Time and Building Value By Leveraging the Cloud
For many accountants, value pricing sounds like a great way to boost a firm’s bottom line. However, many firms have not been able to experience the benefit; in fact, many have found that despite its promise, value pricing had a limited application ...
November 12, 2018
Defining Personal Success
More often than not, our goals are something tangible. At one point in my life, making partner in my firm was the ultimate goal — the epitome of success I’d been working toward my entire life. However; I found throughout my career, I have pivoted ...
November 8, 2018
Why Most CPA Firms Never Make it to the Second Generation
The short answer is that CPA firms stink at succession planning. Firms’ entire operations are geared to maximizing short-term profits, focusing on today at the expense of tomorrow. Evidence of this is the following: A 60 year-old sole practitioner wants to sell her firm and work eight more years. She has revenue of $1M and...…
November 6, 2018
CLA Acquires Texas-Based Accounting Firm MWA
MWA is a team of highly motivated CPAs, business advisors, and accountants serving fast moving, growing, successful people. Through a focus on client service and the delivery of enhanced accounting and advisory services to the community in Dallas-Fort ...
November 1, 2018
EY Adds Digital Learning Organization to Firm
Ernst & Young LLP (EY) announced today that the 52 professionals of NogginLabs have joined the EY People Advisory Services practice. This new team significantly expands EY’s resources providing digital learning and training services to clients.
November 1, 2018
How to Increase the Odds of a Successful Accounting Firm M&A
Although corporate mergers and acquisition activity continues to set new records, according to the Harvard Business Review the failure rate exceeds 70%. Why? Because companies, including CPA firms, “…that focus on what they are going to get from an ...
October 30, 2018
Revving Up Referrals: How Small Tax Firms Can Boost Referrals
Persuading others to vouch for your services may not be as difficult as you think.
October 29, 2018
Getting Started With Social Media
Promoting your tax and accounting firm digitally can be daunting, which is why we produced this free white paper. Use this white paper as a step by step guide for launching your social media and refer to it as you make stragety adjustments each fiscal year.
October 29, 2018
7 Easy Digital Marketing Ideas for Small Tax Firms to Grow their Online Presence
Learning and optimizing digital marketing techniques can be intimidating for small tax and accounting firms which is why we produced this free whitepaper. Get this free whitepaper, 7 Easy Digital Marketing Ideas for Small Tax Firms to Grow their Online Presence, to learn how solo and small tax & accounting firms can easily start growing...…
October 29, 2018
Risky Business: 5 Types of Clients CPA Firms Should Avoid
Evaluating your clients on a routine basis is good business practice. Over time, a client’s profile and expectations may change, no longer making them a good fit for your firm. Though not an easy task, disengaging from risky clients can be your best ...
October 24, 2018
The Five Costs of Reactive Technology Management in Accounting Firms
For accounting firms that plan to remain independent and grow organically, the costs of reactive IT management affect profits, productivity and retention.
October 23, 2018
Armanino Announces CFO Evolution Client Award Winners
Each candidate demonstrated the positive impact of championing transformation and truly saw their role beyond just finance to a holistic vision of business success.