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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
business-growth1

Firm Management July 12, 2024 

Unlocking Growth: How to Effectively Market Client Accounting Services (CAS)

In the competitive world of accounting and advisory services, offering Client Accounting Services (CAS) or Client Accounting Advisory Services (CAAS) can set firms apart and strengthen client relationships.

Becky Livingston

Aprio Gets Private Equity Infusion

Firm Management July 11, 2024 

Aprio Gets Private Equity Infusion

Aprio is the latest firm to jump on the private equity gravy train, as Charlesbank Capital Partners has agreed to buy a stake in the firm.

Jason Bramwell

Dean Dorton Goes Shopping in Texas

Firm Management July 10, 2024 

Dean Dorton Goes Shopping in Texas

The top 100 accounting firm has acquired DeRosa Mangold Consulting, a SaaS solutions provider based in Waco, TX.

Jason Bramwell

Cincinnati CPA Firm Changes Name After Partner Retires

Firm Management July 10, 2024 

Cincinnati CPA Firm Changes Name After Partner Retires

The firm formerly known as Burke & Schindler is now Burke CPAs & Advisors, after Gene Schindler retired a year ago.

Jason Bramwell

Ryan Acquires Altus Group’s Property Tax Business in $500 Million Deal

Firm Management July 10, 2024 

Ryan Acquires Altus Group’s Property Tax Business in $500 Million Deal

The purchase opens new markets for Ryan, including property tax services in the U.K. and broader access to Canadian companies.

Rehmann to Merge in CPA Firm Walker, Fluke & Sheldon

Firm Management July 9, 2024 

Rehmann to Merge in CPA Firm Walker, Fluke & Sheldon

In a move that will expand its footprint in western Michigan, the top 40 firm will be combining with fellow Michiganders WFS on Aug. 1.

Jason Bramwell

Citrin Cooperman Acquires S&G

Firm Management July 9, 2024 

Citrin Cooperman Acquires S&G

Five partners and more than 30 professionals from Worcester, MA-based S&G have joined the top 25 CPA firm and its advisory entity.

Jason Bramwell

State CPA Society News & Updates – July 2024

AICPA July 8, 2024 

State CPA Society News & Updates – July 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

Most People Think Their Salaries Won’t Give Them Financial Security

Payroll July 8, 2024 

Most People Think Their Salaries Won’t Give Them Financial Security

Inflation keeps driving up the amount of money people say they need to earn to feel financially safe, according to a new Bankrate survey.

Professionals on the Move – July 2024

Staffing July 8, 2024 

Professionals on the Move – July 2024

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

Mary Girsch-Bock

 Debunking the Myths Can Help Firms Start Implementing AI

Firm Management July 8, 2024 

Debunking the Myths Can Help Firms Start Implementing AI

According to a recent AICPA survey, only a very small percentage of accounting firms have truly implemented AI in a meaningful way in their day-to-day workflows.

career development1

Firm Management July 5, 2024 

Fewer Workers Planning to Change Jobs

In a recent survey, 35% of workers plan to look for a new job in the second half of 2024, down from 49% who had similar plans during the same period last year.

Isaac M. O'Bannon

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