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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
 How CPA Firms Can Maximize the Potential of a Multigenerational Workforce

Firm Management August 5, 2024 

How CPA Firms Can Maximize the Potential of a Multigenerational Workforce

Harnessing the strengths of each group, from the Silent Generation to Generation Z, can create significant upside for your business — and help position your firm for future success.

Steve Saah

CLA Acquires Axiom CPAs in New Mexico

Firm Management August 1, 2024 

CLA Acquires Axiom CPAs in New Mexico

Four partners and 16 team members from Axiom, a full-service accounting firm based in Albuquerque, joined CLA on Aug. 1.

Jason Bramwell

Carr, Riggs & Ingram Adds ProSport CPA

Firm Management August 1, 2024 

Carr, Riggs & Ingram Adds ProSport CPA

The move expands CRI's specialized tax and accounting services to cater to the unique needs of professional athletes and entertainers.

Jason Bramwell

Review of SuiteFiles – The Accounting Technology Lab Podcast – August 2024

Accounting August 1, 2024 

Review of SuiteFiles – The Accounting Technology Lab Podcast – August 2024

Hosts Randy Johnston and Brian Tankersley, CPA, take a look at SuiteFiles, a digital workspace for accounting firms built to unlock new revenue streams, improve client experiences, and reduce overheads.

Brian Tankersley, Randy Johnston

How AI Can Help Firm Partners Be Better Growth Builders

Technology July 31, 2024 

How AI Can Help Firm Partners Be Better Growth Builders

Emerging AI platforms can examine client activity and recognize patterns that lead to new needs and new services. 

CBIZ Reaches Deal to Acquire Fellow Top 15 Firm Marcum

Firm Management July 31, 2024 

CBIZ Reaches Deal to Acquire Fellow Top 15 Firm Marcum

The 2.3-billion-dollar megadeal announced July 31 is expected to close later this year and would put CBIZ among the top 10 U.S. firms.

Jason Bramwell

Professionals on the Move – July 2024

Firm Management July 31, 2024 

Professionals on the Move – July 2024

Professionals on the Move is a round-up of recent staffing and personnel announcements from around the profession.

Mary Girsch-Bock

Empowering Innovation Through Ideation & Experimentation

Technology July 31, 2024 

Empowering Innovation Through Ideation & Experimentation

Evolving client expectations, the commoditization of traditional accounting, tax and audit services and talent shortages demand that firms find new service lines and do more with the same resources.  

Marc Staut

BDO USA Releases Its 2023 Sustainability Report

ESG July 31, 2024 

BDO USA Releases Its 2023 Sustainability Report

The report highlights the firm’s efforts to integrate sustainability across its business through strategies that improve resilience, enhance inclusivity and encourage accountability. 

Isaac M. O'Bannon

talent

Firm Management July 30, 2024 

A Scalable Talent Model Can Be Much More Than a Safety Net for CPA Firms in Need of Skilled Talent

As a feature of your overall talent management strategy, this model can help ensure that you always have access to a pipeline of skilled professionals you can tap when needed. It will also allow your core team members to deliver their best work, and perhaps even more work, while under less pressure.

Steve Saah

Vacation-circled-on-calendar-jpg1

Firm Management July 30, 2024 

How PTO Policies Can Attract Top Talent

A well-crafted PTO plan is a vital employee benefit and can be a powerful tool for attracting and retaining top talent in the accounting, tax and financial profession.

CEOs Are Using These Tactics to Draw In and Retain Talent

Payroll July 30, 2024 

CEOs Are Using These Tactics to Draw In and Retain Talent

A Marcum and Hofstra University survey highlights strategies CEOs are using to attract and retain talent in this current job market.

Jason Bramwell

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