Firm Management June 11, 2026
How a Small CPA Firm Cut Client Onboarding Time in Half and Built a More Scalable Advisory Practice
One of the most immediate benefits appeared during client onboarding.
Accounting Technology Lab Podcast July 6, 2023
The Technology Lab Podcast – Technology Governance – July 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss models for technology governance.
Firm Management July 5, 2023
Professionals on the Move – July 5, 2023
Professionals on the Move is a round-up of recent promotions and staffing assignments from around the accounting profession.
Accounting July 5, 2023
Driving the Discipline of Strategic Growth
Business owners and firms need to be thinking about how to adapt to keep up with the “changing neighborhood” around them.
Small Business July 5, 2023
Number of Small Business Jobs Increased in June
Small businesses with one to nine employees created a net gain of 23,200 jobs in the month of June 2023, according to the Intuit QuickBooks Small Business Index.
Accounting July 3, 2023
How Accounting Pros Can Leverage Technology to Overcome the Biggest Struggles
Firms need to consider technology as an opportunity – not a challenge - to help drive efficiency and overcome their top five talent-related challenges.
July 1, 2023
AuditFile Announces Integration With Microsoft Azure OpenAI Service
The integration enables auditors to leverage the power of AI to complete attest procedures, analyze large amounts of financial data, prepare financial statements, and aid in the assessment of risk.
Accounting Technology Lab Podcast June 29, 2023
The Technology Lab Podcast – Review of Audit Technology Trends – July 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss technology trends for audits.
Advisory June 28, 2023
Fast Track Compliance with the IRS Pub 4557 and the FTC Safeguards Rule – a No-nonsense Guide for Firm Owners
By now, most tax preparers are aware they need to comply with the FTC Safeguards Rule and IRS Publication 4557. Failure to do so could result in stiff penalties.
Accounting June 28, 2023
Business Owners Are Poised to Invest More in Technology
Small- and medium-sized businesses (SMBs) are looking to invest $10,000 more in their suite of technology solutions this year than they were in 2022, a new study finds.
Accounting June 28, 2023
Geni Whitehouse, CPA, Appointed President of Information Technology Alliance
Whitehouse has a full docket of ITA initiatives to oversee as she takes the helm, including planning and upscaling the Spring and Fall Collaborative meetings.
Accounting June 27, 2023
Tax and Accounting Best Practices for Cryptocurrencies
As a tax and accounting professional, you will encounter clients who require guidance regarding investing in cryptocurrencies and digital assets.
Accounting June 27, 2023
PCAOB Looks to Add Rules for Auditors on Technology-Assisted Analysis
The proposal would update parts of existing PCAOB standards relating to audit evidence and auditors' responses to risk.