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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
AICPA, NASBA Seek Input on Proposed New Pathway to CPA Licensure

Accounting September 12, 2024 

AICPA, NASBA Seek Input on Proposed New Pathway to CPA Licensure

The two groups are asking the public for feedback on a proposed competency-based experience option for licensure.

Jason Bramwell

Professionals on the Move – Sept. 2024

Staffing September 12, 2024 

Professionals on the Move – Sept. 2024

Professionals on the Move is a highlight of recent staffing and promotion announcements from around the profession.

Mary Girsch-Bock

Georgia Food Fight

Firm Management September 12, 2024 

Georgia Society of CPAs and Feeding Georgia’s Accounting Food Fight Raises $347,000 for Food Banks

The Georgia Accounting Food Fight is timed each year to restock the food banks after the summer surge they experience due to the conclusion of the school year (and school lunch assistance programs).

Isaac M. O'Bannon

PwC to Give Pink Slips to 1,800 Employees Next Month

Firm Management September 12, 2024 

PwC to Give Pink Slips to 1,800 Employees Next Month

The Big Four firm is trimming about 2.5% of its U.S. workforce, primarily in its advisory practice and products and technology operations.

Jason Bramwell

 M&A Professionals See an Increase in Deal Volume Coming

Accounting September 12, 2024 

M&A Professionals See an Increase in Deal Volume Coming

Despite high interest rates, M&A professionals say several factors are leading to their predictions of stronger deal activity in the later stages of this year.

Isaac M. O'Bannon

Charting the Future of Accounting – Sept. 12 Webcast

Accounting September 12, 2024 

Charting the Future of Accounting – Sept. 12 Webcast

Canopy and CPA Practice Advisor partnered on a survey asking accountants how they saw the profession today and where they thought it would be in three to five years.

Landmark CPAs Adds Garland & Greenwood CPAs in Arkansas

Firm Management September 10, 2024 

Landmark CPAs Adds Garland & Greenwood CPAs in Arkansas

After the merger closes on Jan. 1, 2025, Landmark CPA's headcount will expand to 200 professionals across Arkansas and Arizona.

Jason Bramwell

Eide Bailly’s Wealth Management Practice Joins Sequoia Financial Group

Firm Management September 10, 2024 

Eide Bailly’s Wealth Management Practice Joins Sequoia Financial Group

Eide Bailly, a national certified public accounting and business advisory firm has announced that Eide Bailly Advisors, LLC’s wealth management team will join Sequoia Financial Group.

Isaac M. O'Bannon

Focus & Flow: The ADHD Accountant’s Survival Guide

Accounting September 9, 2024 

Focus & Flow: The ADHD Accountant’s Survival Guide

There’s a growing number of accountants admitting they have ADHD and their struggles with the neurological condition. This Reddit thread asking if there were ADHD accountants has over 140 comments, with people sharing their experiences of living with ADHD in accounting.

Shahram Zarshenas

Forvis Mazars Adds Technology Consulting Practice to Serve Construction Clients

Firm Management September 9, 2024 

Forvis Mazars Adds Technology Consulting Practice to Serve Construction Clients

The practice is designed to help construction companies move forward with digital-first strategies to streamline financial reporting and project operations, enhance communication and

Isaac M. O'Bannon

mortgage-rates161_11567921

Firm Management September 9, 2024 

How CPAs Can Help Clients with Real Estate and Residential Changes

Most financial advisors will have little issue with managing questions involving the dollars and sense of buying, selling or leasing a typical home. It’s when the conversation turns to the complexities of late-in-life relocations that CPAs may find themselves in uncharted territory.

Economy Worries Linger Among CPA Business Executives, AICPA Says

Accounting September 6, 2024 

Economy Worries Linger Among CPA Business Executives, AICPA Says

CPA business leaders' optimism about the economy has dropped for the second straight quarter, according to the AICPA & CIMA.

Jason Bramwell

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