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.
Firm Management June 11, 2026
One of the most immediate benefits appeared during client onboarding.
May 23, 2019
The CPAs are also asking their lawmakers to support a fiscal state of the nation Congressional resolution calling for the Government Accountability Office Comptroller General (GAO) to make a presentation to a joint session of the House and Senate ...
May 22, 2019
Bill.com is bringing advanced automation technology to accounting firms and their clients through its new platform saving businesses on average more than 35 business days a year--a substantial block of time that can be used more productively.
May 22, 2019
Audit, tax and advisory firm KPMG LLP has named a University of Kentucky professor as the 2019 KPMG James Marwick Professor-In-Residence, underscoring the firm’s commitment to encourage continuous learning.
May 22, 2019
Doc.It Suite provides document management, storage, workflow and web portal tools that enable accounting firms to work more efficiently, reduce paper and manual processes and provide higher levels of support to their clients.
May 22, 2019
Millennials catch a lot of heat these days for the numerous things they do wrong. So the question remains, does this generation get anything right? Well, according to a new LendEDU study, they might be getting at least one thing right: saving for retirement. Through surveying 1,000 Americans aged 23 to 38, we found that...…
May 22, 2019
A roundup of recent transitions, promotions and other staffing news at accounting firms across the nation.
May 22, 2019
The CEOs surveyed also stressed recruitment and availability of talent as top priorities in capital spending and business influences. Almost half (49%) of all those polled rated the availability of talent among their top influences for business ...
May 22, 2019
Wisely Now helps organizations address compliance risks by bringing automation to instant payments such as off-cycle and termination pay. The solution offers a single-instance, electronically funded, employer-authenticated paper check issued by one ...
May 22, 2019
Founded in 2001, AC Lordi specializes in accounting, risk and compliance, business advisory and CFO services. The firm’s practice areas include SEC reporting, technical accounting, internal and IT audit, SOX compliance and finance ...
May 21, 2019
The Armanino AI Lab is a practical approach to integrating AI in the day-to-day working environment with using three core components of AI: predictive analytics, robotic process automation (RPA) and virtual assistants.
May 21, 2019
Bill Reeb, chief executive of the management consulting firm Succession Institute, LLC, is the new chair of the American Institute of CPAs, the world’s largest member organization representing the CPA profession.
May 17, 2019
Muthukrishnan brings more than 25 years of experience leading digital and transformational initiatives for global businesses. Most recently, she served as a strategic consultant for Socion Advisors, an advisory firm that works with social initiatives ...