Roger Ochs is the President and CEO of H.D. Vest Financial Services (www.HDVest.com), which was founded in 1983 by a CPA seeking to serve more of his clients’ financial needs. Today, the company supports nearly 5,000 tax and accounting professionals, helping them to integrate comprehensive financial planning solutions and investment services into their practices, including securities, insurance, money management services and banking solutions.
Technology April 24, 2025
With this integration, accounting firms using CCH Axcess can automate their client workflows from first engagement to final payment using Ignition—improving efficiency, cash flow, and profitability.
Payroll April 24, 2025
Payroll Integrations, a benefits automation provider, has introduced a new technology partnership with UKG, a leading global provider of HR, payroll, and workforce management, and culture solutions.
CAS April 23, 2025
Adaptive, an automation platform for construction accounting, has launched its next-generation solution designed specifically for accounting firms to grow their construction verticals.
Mergers and Acquisitions April 23, 2025
Grant Thornton firms in the United Arab Emirates, Luxembourg, and the Cayman Islands are expected to be merged into a platform the U.S. business created when it acquired Grant Thornton Ireland last year.
Mergers and Acquisitions April 23, 2025
Fresh off receiving a private equity investment, Bend, OR-based Capstone has expanded into Colorado and increased its presence in Oregon by adding Keller & Mendoza CPAs and Sargent CPA.
Mergers and Acquisitions April 23, 2025
The Hercules, CA-based tax and accounting firm has joined Earned, a New York City-based comprehensive wealth and tax firm that provides financial services for doctors, their families, and their practices.
Accounting April 23, 2025
SoftLedger, a provider of accounting software for multi-entity organizations, has added automation to further simplify the reconciliation process, enabling a faster monthly close.
Accounting April 23, 2025
Canopy has announced a $70 million Series C funding round. Viking Global Investors, a global investment firm with over $51 billion in capital under management–led the round.
Auditing April 23, 2025
Accounting firm Adeptus Partners was fined $75,000 and managing partner Howard Krant was sanctioned $50,000 on April 22 for breaking the rules during the audits of two technology companies.
Accounting April 23, 2025
Bill, the maker of a cloud-based management system for small and midsize businesses (SMBs), has added new procurement capabilities and several other meaningful innovations to help businesses and accountants take control of their cash flow.
Accounting April 23, 2025
The AI Audit Agents autonomously plan, execute, and follow up on audit tasks, while keeping the human auditor in control with real-time approvals and feedback.
Financial Reporting April 23, 2025
The integration eliminates friction from financial operations in the print industry and enables businesses to get paid faster by directly embedding Bill360’s automated invoicing, payment acceptance, and receivables management into the printIQ platform.
