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The Hidden Gem to Firm Growth and Smoother Operations

CPA Practice

CPA firms constantly seek ways to boost efficiency, enhance client satisfaction, and drive growth. While technology and strategies play crucial roles, one often overlooked element can be the key to unlocking your firm’s full potential: document management.

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The new comprehensive document management solution from IRIS

CPA Practice

It exists to take the pain out of processes and let professionals working in CPA fi rms and businesses comply with regulations, drive productivity, and better engage with key stakeholders. IRIS has over 100,000 UK and international customers, with 80% having a tenure of five or more years.

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ATA Lands Private Equity Investment From Copley Equity Partners

CPA Practice

Much like other public accounting firms that have received a private equity infusion— Citrin Cooperman , Grant Thornton , and, most recently, Doeren Mayhew , to name a few—ATA will operate in an alternative practice structure. ATA had revenues of $40.5 million during its most recent fiscal year, according to INSIDE Public Accounting.

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Friday Footnotes: Fired Accountant Spills the Dirty Laundry; Scandals of Yore; Gen AI For Good | 1.26.24

Going Concern

The declining birth rate also plays a role into the low supply of accountants, according to Henry Grzes, lead manager for tax practice and ethics with the American Institute of CPAs. “It This survey reflects many of the challenges that professionals in CPA firms of all sizes are currently facing.

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