Firm Management

New innovation leveraging AI will streamline the source document gathering process and make features such as automatically generated Document Request Lists (DRL), automatic identification and labeling of client uploaded documents, and dynamic custom questionnaires available and easy to use.

LBMC will add 60 professionals from Strothman & Co. as part of the transaction, which closes on Nov. 1.

Adding financial services to your accounting firm can help bridge the gap and allow you to have a consistent workload year-round.

Developing external KPIs allows you to showcase the valuable contributions your firm brings to the table through advisory services.

Those ages 18 to 36 experienced the highest turnover over the past 24 months and are more likely to leave in the next year, a new report found.

ADPRI shows how promotions, under certain conditions, can impact businesses, a finding that underscores the importance of having a thoughtful retention plan and a strategy to support these career milestones.

New research from the University of Florida finds that financial fraud plays a unique role in attracting students to accounting.

Remember, culture is contagious, whether it is positive or negative. It’s up to you to make sure yours stays healthy so that it bolsters your firm’s bottom line, too.