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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
Roundtable Labs Announces Launch of Second Empower Your Passion Cohort

Firm Management June 26, 2024 

Roundtable Labs Announces Launch of Second Empower Your Passion Cohort

It's a dynamic mastermind group designed to empower participants to break free from conventional norms, embrace imperfections, challenge power dynamics, and shape a more sustainable future for themselves and their communities.

Isaac M. O'Bannon

cyber-security1

Accounting June 26, 2024 

Rightworks Acquires Cyber Security Firm Practice Protect

The acquisition will enable firms to manage risk, secure client data, and achieve regulatory compliance while using cloud and desktop applications in Rightworks OneSpace.

Isaac M. O'Bannon

Number of the Day: 320%

Firm Management June 25, 2024 

Number of the Day: 320%

Public accounting firms are adding far more nonequity partners to its ranks than equity partners over the last 15 years.

Jason Bramwell

Roadmap to The Modern Firm

Advisory June 25, 2024 

Roadmap to The Modern Firm

For firms, the continuum represents a proven, strategic roadmap to achieve modern status and thrive in the digital era.

CGMA, CITP, CPA, Darren Root

High Schoolers Get a Taste of What It’s Like to Work at CLA

Accounting June 24, 2024 

High Schoolers Get a Taste of What It’s Like to Work at CLA

Interns this summer look even younger than the usual fresh-faced college students who man the cubicles at the top 10 firm.

Jason Bramwell

talent

Firm Management June 24, 2024 

A Scalable Talent Model is More Than a Safety Net for Firms in Need of Skilled Talent

Your firm, like many, may already be encountering challenges in upskilling your workforce and bridging skills gaps between traditional accounting practices and emerging technologies.

Steve Saah

How to Use ChatGPT to Create Forms and Templates for Accounting Firms

Firm Management June 24, 2024 

How to Use ChatGPT to Create Forms and Templates for Accounting Firms

These forms and templates should be customizable to fit the specific needs of the CPA firm and its clients. Additionally, they should be regularly updated to comply with evolving accounting standards and regulations.

Sandi Smith Leyva

Weaver Admits 17 to Partnership

Firm Management June 24, 2024 

Weaver Admits 17 to Partnership

“[They] truly reflect the diversity of experience and geographical reach of our practices and industry groups," CEO John Mackel said.

Jason Bramwell

Survey: Nearly 50% of Employees ‘Quiet Vacation’ During 4th of July Week

Firm Management June 24, 2024 

Survey: Nearly 50% of Employees ‘Quiet Vacation’ During 4th of July Week

The week of July 4 can be a perilous one for productivity—and your younger workers could be especially eager for a long holiday break.

PwC U.K. is Doing Quiet Layoffs—and It’s a Brilliant Example of What Not to Do

Firm Management June 20, 2024 

PwC U.K. is Doing Quiet Layoffs—and It’s a Brilliant Example of What Not to Do

PwC in the U.K. is asking people who take a voluntary severance package to keep the reason for their departure hush-hush.

PAAST Combines With Fellow Florida CPA Firm SKJ&T

Firm Management June 20, 2024 

PAAST Combines With Fellow Florida CPA Firm SKJ&T

SKJ&T now operates under the PAAST banner, and the combined firm will work out of their Coral Gables and Miami offices.

Jason Bramwell

college-graduation1

Firm Management June 19, 2024 

How to Recruit the Best Junior Financial Staff

Even though traditional careers in finance like analysts and advisors are always in high demand, the graduate job market in this profession is undergoing significant transformation.

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