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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
EY’s Global Revenue Up Only 3.8% to $51.2 Billion in 2024

Firm Management October 22, 2024 

EY’s Global Revenue Up Only 3.8% to $51.2 Billion in 2024

EY's 3.8% revenue growth was similar to Deloitte's 3.6% growth in 2024, showing the signs of a slowdown in some service lines.

Jason Bramwell

PBMares to Combine With BSB CPAs + Advisors in Virginia

Firm Management October 22, 2024 

PBMares to Combine With BSB CPAs + Advisors in Virginia

The top 75 firm is expanding its presence in the Washington, D.C. metro area by merging in fellow Virginia-based firm BSB.

Jason Bramwell

Finish Strong: 9 Year-End Marketing Tips Every Accounting Firm Needs

Firm Management October 22, 2024 

Finish Strong: 9 Year-End Marketing Tips Every Accounting Firm Needs

As the year ends, you have a unique opportunity to engage clients and showcase your expertise with year-end marketing initiatives.

Becky Livingston

Grant Thornton Expands Workday Practice Leadership Team

Firm Management October 22, 2024 

Grant Thornton Expands Workday Practice Leadership Team

Since 2019, Grant Thornton has teamed up with Workday, a leader in enterprise cloud applications for finance and human resources.

Isaac M. O'Bannon

RSM Launches Suite of Integrated, Outsourced Solutions for Mid-Market Firms

Accounting October 22, 2024 

RSM Launches Suite of Integrated, Outsourced Solutions for Mid-Market Firms

RSM Catamaran offers an integrated, industry-focused, technologically advanced suite of outsourced solutions to help organizations manage and maintain back-office functions.

Isaac M. O'Bannon

Armanino Secures Minority Investment From Further Global

Firm Management October 21, 2024 

Armanino Secures Minority Investment From Further Global

As a result of this strategic partnership with Further Global, the top 20 firm will operate under an alternative practice structure.

Jason Bramwell

MS Consultants Acquires Probity Tax Recovery

Mergers and Acquisitions October 18, 2024 

MS Consultants Acquires Probity Tax Recovery

The agency works with companies across the manufacturing and machinery, technology, food, pharmaceutical, mining, architecture, engineering, and agriculture industries, as well as with other professional service providers.

Isaac M. O'Bannon

State CPA Society News and Updates – Oct. 2024

Firm Management October 18, 2024 

State CPA Society News and Updates – Oct. 2024

State CPA Society News & Updates is a selection of recent announcements and initiatives by CPA associations in the United States and its territories.

Mary Girsch-Bock

Indiana Society of CPAs and Students Hold Day of Service for Nonprofits

Firm Management October 17, 2024 

Indiana Society of CPAs and Students Hold Day of Service for Nonprofits

The Indiana CPA Society's statewide 19th annual CPA Day of Service was Sept. 27, when teams from 15 organizations completed 19 service projects in 17 Indiana communities.

Isaac M. O'Bannon

Citrin Cooperman to Acquire Teplitzky & Co.

Firm Management October 17, 2024 

Citrin Cooperman to Acquire Teplitzky & Co.

The top 20 firm is expanding its presence in Connecticut and New England by acquiring Teplitzky in a deal expected to close next month.

Jason Bramwell

ContractPodAi and KPMG Announce Strategic Alliance to Transform Managed Legal Services with AI

Firm Management October 15, 2024 

ContractPodAi and KPMG Announce Strategic Alliance to Transform Managed Legal Services with AI

KPMG chose Leah, ContractPodAi's generative AI platform for lawyers, to power its new managed legal services capability.

Struggle to Retain and Attract Finance and Tax Talent is Peaking, EY Says

Payroll October 14, 2024 

Struggle to Retain and Attract Finance and Tax Talent is Peaking, EY Says

Professionals without a university degree have now become important to companies' talent strategies, a new EY survey reveals.

Jason Bramwell

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