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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
Aldrich Acquires HMA CPA in Washington

Firm Management November 6, 2024 

Aldrich Acquires HMA CPA in Washington

The top 70 accounting firm is venturing into the Spokane and Coeur d’Alene area in the Inland Northwest after adding HMA CPA.

Jason Bramwell

LGA Joins Forces With Comolli & Co. in New Hampshire

Firm Management November 6, 2024 

LGA Joins Forces With Comolli & Co. in New Hampshire

The move accelerates the top 200 firm's growth in New Hampshire and expands its ability to offer enhanced services to clients.

Jason Bramwell

Final 12 Teams Announced for Grant Thornton Invitational Golf Tournament

Firm Management November 6, 2024 

Final 12 Teams Announced for Grant Thornton Invitational Golf Tournament

The invitational is a mixed-team Challenge Season event that will see 16 LPGA Tour and 16 PGA TOUR professionals compete together in a unique co-sanctioned tournament.

Isaac M. O'Bannon

Whitley Penn Announces New Leadership

Firm Management November 6, 2024 

Whitley Penn Announces New Leadership

Whitley Penn Chief Executive Officer, Larry Autrey, CPA, ABV has announced executive leadership transitions for the firm effective January 1, 2025.

Isaac M. O'Bannon

GHJ Joins Forces With Fellow L.A. Firm GGF

Firm Management November 5, 2024 

GHJ Joins Forces With Fellow L.A. Firm GGF

GHJ, a top 100 accounting firm, has merged in GGF, a firm that offers a full suite of services, including audit, tax, and advisory.

Jason Bramwell

KSM Adds Shanholt Glassman Klein Kramer in New York

Firm Management November 5, 2024 

KSM Adds Shanholt Glassman Klein Kramer in New York

KSM has expanded its presence in New York after acquiring SGKK, a New York City-based CPA firm with a focus on the real estate industry.

Jason Bramwell

LGA Merges in Abbott & Co.

Firm Management November 5, 2024 

LGA Merges in Abbott & Co.

The top 200 firm has combined with fellow Massachusetts accounting firm Abbott & Co., led by Mellinda Abbott.

Jason Bramwell

ITA Announces New Board of Directors

Technology November 4, 2024 

ITA Announces New Board of Directors

The ITA Board works collaboratively with ITA’s President, Geni Whitehouse, and Lissa Johnsen, ITA Vice President.

Isaac M. O'Bannon

KPMG to Cut Audit Staff By About 4%

Firm Management November 4, 2024 

KPMG to Cut Audit Staff By About 4%

The Big Four firm has let 330 people, or nearly 4% of its roughly 9,000-person audit workforce, know they will be losing their jobs.

Jason Bramwell

Checklist: Ensure your firm’s success this upcoming tax season

Software November 4, 2024  Sponsored

Checklist: Ensure your firm’s success this upcoming tax season

Right now is the best time to prepare for tax season. In this guide, you will discover the nine things you can do today to improve your next tax season.

CBIZ Completes Marcum Acquisition

Firm Management November 4, 2024 

CBIZ Completes Marcum Acquisition

The 2.3-billion-dollar megadeal between the two top 15 accounting firms, which was announced in July, became official on Nov. 1.

Jason Bramwell

Employee Burnout Continues to Rise, According to Grant Thornton Survey

Firm Management November 4, 2024 

Employee Burnout Continues to Rise, According to Grant Thornton Survey

Fifty-one percent of survey respondents have suffered burnout in the past year, a 15 percentage-point increase from last year’s survey.

Isaac M. O'Bannon

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