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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
BF Borgers Fined in Ontario For Unlicensed Auditing

Auditing August 29, 2024 

BF Borgers Fined in Ontario For Unlicensed Auditing

BF Borgers performed accounting and audit work in the province without registering with CPA Ontario or having a license.

Jason Bramwell

The 2024 Tax and Accounting Technology Innovation Awards Announced

Accounting August 29, 2024 

The 2024 Tax and Accounting Technology Innovation Awards Announced

CPA Practice Advisor has announced the 2024 Tax and Technology Innovation Award winners and finalists. Now in their 21st year, the awards highlight technologies that advance the profession.

Isaac M. O'Bannon

 Canopy Insights – 2024 Innovation Award Finalist

Accounting August 29, 2024 

Canopy Insights – 2024 Innovation Award Finalist

Canopy Insights was a Finalist for the 2024 Tax and Technology Innovation Awards, from CPA Practice Advisor.

Isaac M. O'Bannon

Eide Bailly Forms Wealth Management Partnership With PE-Backed Sequoia Financial Group

Firm Management August 28, 2024 

Eide Bailly Forms Wealth Management Partnership With PE-Backed Sequoia Financial Group

In the deal, Sequoia Financial will acquire Eide Bailly's wealth management arm, while Eide Bailly will take a stake in Sequoia.

Jason Bramwell

Accounting Firms Fyffe Jones and Bagby Johnson Combine

Firm Management August 28, 2024 

Accounting Firms Fyffe Jones and Bagby Johnson Combine

The two Huntington, WV-based firms will operate under the name The Fyffe Jones Group and offer a broader range of services to clients.

Jason Bramwell

Sikich Acquires Saggar & Rosenberg in Maryland

Firm Management August 27, 2024 

Sikich Acquires Saggar & Rosenberg in Maryland

The deal is expected to bolster the top 30 accounting firm's consulting and government sector services.

Jason Bramwell

HBK CPAs, HBKS Wealth Advisors to Have Their Own Leaders

Firm Management August 27, 2024 

HBK CPAs, HBKS Wealth Advisors to Have Their Own Leaders

Christopher Allegretti and Thomas Angelo will be CEO and managing principal of HBKS Wealth Advisors and HBK CPAs, respectively.

Jason Bramwell

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Firm Management August 27, 2024 

CohnReznick Teams Up with Boys and Girls Clubs of Greater Washington for Professional Development

The initiative, which includes a $100,000 donation from CohnReznick and the CohnReznick Foundation, will include four activations focusing on holistic support in the following key areas.

Isaac M. O'Bannon

Doeren Mayhew Inks Deal With Private Equity Firm Audax

Firm Management August 26, 2024 

Doeren Mayhew Inks Deal With Private Equity Firm Audax

The Troy, MI-based top 60 accounting firm is selling a stake to Audax Private Equity to "support future innovation and growth."

Jason Bramwell

Moss Adams Adds AI Consulting Services

Firm Management August 26, 2024 

Moss Adams Adds AI Consulting Services

The top 15 accounting firm now has two service offerings for businesses looking to effectively utilize artificial intelligence.

Jason Bramwell

U.S. Jobs Report Revised Down by 818,000 as Recession Worries Grow

Payroll August 23, 2024 

U.S. Jobs Report Revised Down by 818,000 as Recession Worries Grow

It's the largest downward jobs report revision since 2009 when the country was in the midst of the Great Recession.

MHM Has Been Renamed CBIZ CPAs

Firm Management August 22, 2024 

MHM Has Been Renamed CBIZ CPAs

The move better aligns CBIZ CPAs' attest practice with CBIZ's non-attest practice and reduces confusion in the marketplace.

Jason Bramwell

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