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.
Accounting May 28, 2025
When looking at team resources and structure, 33% of respondents said they will consider hiring new team members to manage economic volatility, with 24% considering restructuring.
Accounting May 28, 2025
Agencies cited revenue growth (92%), data protection (91%), and fraud prevention (88%) as vital to financial stability. Cash flow, improved invoicing, talent management, and operational efficiency also ranked as important contributors.
Technology May 28, 2025
The top 25 accounting firm's new finance modernization solution is designed to help mid-market businesses and CFOs streamline operations and technology integration for confident growth.
Technology May 28, 2025
Emburse's new solution for travel and expense analytics is designed to help businesses optimize spend, enforce compliance, and unlock insights that drive smarter decision making.
Technology May 28, 2025
Paycom has enhanced its Ask Here tool, which uses artificial intelligence to produce answers to employee questions, reducing response times and administrative burdens for businesses.
Firm Management May 27, 2025
BDO began piloting potential tools and approaches in early 2023. Since then, BDO has achieved several business milestones in key commitment areas and seamlessly embedded AI in its operations and client service models.
Accounting Technology Lab Podcast May 22, 2025
On the 40th birthday of Microsoft Excel, Randy Johnston and Brian Tankersley, CPA, discuss the impact (for better and worse) the program has had on the accounting profession and small businesses.
Firm Management May 22, 2025
When it comes to AI, waiting isn’t neutral. It’s a decision. Firms that continue to hold back aren’t just standing still. They’re actively falling behind while others build.
Small Business May 22, 2025
The strategic referral partnership is aimed at helping small to medium-sized businesses maneuver through temporary cash flow challenges and ensure payroll is always covered.
Technology May 21, 2025
Filed automates the complete lifecycle of a tax return–from structuring diverse client documents to validating returns and proactively flagging anomalies based on firm-defined rules.
Accounting May 21, 2025
Rightworks' online platform offers accounting and tax professionals the latest tools, insights, and actionable strategies from some of the profession’s most trusted advisors to help drive progress and inspire future-forward firms.
Auditing May 21, 2025
The new credential is designed to meet the needs of IT auditors who are facing an evolving tech and compliance landscape with artificial intelligence at the forefront, the ISACA says.