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Firm Management

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Firm Management December 11, 2025 

Client Experience as a Growth Strategy: Moving Beyond Compliance

Today, compliance isn’t enough to differentiate your firm. If you want to stay competitive, you need to focus on CX.

Katie Thomas

Featured Articles

December 11, 2025  

Professionals on the Move – Dec. 2025

December 10, 2025  

Patrick Accounting and Tax Services PLLC Announces Acquisition of Knight Home Care Financial PC

December 9, 2025  

Prosperity Partners Adds Farkouh, Furman & Faccio in New York

December 8, 2025  

Understanding Career Decisions in the Age of AI and Social Media

December 8, 2025  

Why ‘Getting One Step Better’ Should Be Every Accountant’s Client Philosophy
Clark Schaefer Hackett to Add CPA Firm Rolfes & Swisher

Firm Management June 18, 2024 

Clark Schaefer Hackett to Add CPA Firm Rolfes & Swisher

The top 70 accounting firm is set to acquire fellow Cincinnati firm Rolfes & Swisher in a deal that will become effective July 1.

Jason Bramwell

mergers_and_acquisition_1_.54298f636f49a

Firm Management June 18, 2024 

How Firms Can be M&A Deal-Ready in 2024

If you are thinking of becoming either a buyer or a seller this year, there are critical steps to pursue that can improve your odds of success.

CEO Process Improvement Down 1  57d85c3bf293a

Firm Management June 17, 2024 

5 Process Improvement Trends for 2024

We’ve identified five trends for process improvement that leaders in the accounting profession should be aware of to ensure their firms remain at the forefront.

Arianna Campbell

Dennis Duncan and Torchon Formed After Accounting Firms Merge

Firm Management June 17, 2024 

Dennis Duncan and Torchon Formed After Accounting Firms Merge

This new CPA firm in California is the result of a union between Torchon and Associates and Dennis Duncan and Covington.

Jason Bramwell

TaxDome Launches AI-Powered Reporting with Advanced Analytics and Data Visualization

Firm Management June 17, 2024 

TaxDome Launches AI-Powered Reporting with Advanced Analytics and Data Visualization

This innovative addition is designed to provide firms with advanced analytics, actionable insights, and customizable reports to enhance efficiency and profitability.

Isaac M. O'Bannon

Does Generative AI Raise Risk of Violating Client and Engagement Confidentiality?

Firm Management June 17, 2024 

Does Generative AI Raise Risk of Violating Client and Engagement Confidentiality?

Accountants’ biggest concerns about adopting advanced technology are data quality (46%) and security (38%), according to Intapp’s recent Technology Perceptions Survey.

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Firm Management June 17, 2024 

How to Maximize Revenue without Chasing New Leads

Trust is the foundation of any relationship, including the ones you have with current clients and new prospects. Nobody wants to work with someone they don’t trust.

IRS Updates Careers Site to Attract Job Seekers

IRS June 17, 2024 

IRS Updates Careers Site to Attract Job Seekers

The website now provides a comprehensive landing spot for candidates to find everything they need to pursue a career at the IRS.

Jason Bramwell

The Good and the Bad of Cloud Vendor Relations

Technology June 14, 2024 

The Good and the Bad of Cloud Vendor Relations

Cloud vendor lock-in can impact businesses that are migrating to the cloud. Lete's take a look at some pros and cons.

Jobless Claims Rise to Highest Level in Nine Months

Payroll June 14, 2024 

Jobless Claims Rise to Highest Level in Nine Months

Initial claims increased by 13,000 to 242,000 in the week ended June 8, according to Labor Department data released Thursday.

Review of Laurel Timekeeping – The Accounting Technology Lab Podcast – June 2024

June 13, 2024 

Review of Laurel Timekeeping – The Accounting Technology Lab Podcast – June 2024

Hosts Randy Johnston and Brian Tankersley, CPA, review Laurel.ai, automated timekeeping solution that uses real AI to not just track hours, but also to unlock a new level of profitability and efficiency.

Brian Tankersley, Randy Johnston

AICPA and Oxford Course on Sustainable Financial Strategy Now Available as CPE

Accounting June 13, 2024 

AICPA and Oxford Course on Sustainable Financial Strategy Now Available as CPE

The six-week course, ESG and Sustainable Financial Strategy, is designed to give accounting and finance professionals the skills necessary to lead their organization’s response to sustainable business priorities.

Isaac M. O'Bannon

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