Advisory

AuditBoard is Now Optro

Technology March 9, 2026 

AuditBoard is Now Optro

"From internal audit and cybersecurity to third-party risk and AI governance, our name now conveys the scale of enterprise risk we help solve for today," Optro CEO Raul Villar Jr. said.

Jason Bramwell

cloud accounting

July 14, 2020 

CAS Practices Meet the Moment

We’ve been hearing two things from firms in recent months at CPA.com. First, many graduates of our client advisory services workshops have told us their investment in building a CAS practice has paid off and they haven’t missed a beat, even with the ...

deloitte-logo

July 13, 2020 

Deloitte Launches U.S. Legal Business Services

The Legal Business Services practice will both incorporate and build on Deloitte’s existing legal department offerings that include legal management consulting and legal managed services designed to help streamline, automate, and ...

accounting software pixabay Goumbik office 2717014_960_720

July 10, 2020 

Do You Have a Clear CAAS Vision?

CAAS stands for Client Accounting and Advisory Services. It may be too late for the profession to choose to use this far better name. One of the regrets that I have from the last 35+ years of trying to help CPA firms ...

Randy Johnston

ROI investment pixabay Tumisu-3247252_960_720

July 7, 2020 

Conducting a Business Insight Review

When businesses are connected to a tax and accounting professional, they are more financially stable, more creditworthy, and twice as likely to succeed than businesses that attempt to navigate the waters on their own.

Armanino_logo_2019_.5579e62a0af8d

July 7, 2020 

Armanino Teams with Tugboat Logic for Automated SOC 2 Audits

This new integration helps organizations, which must gather evidence independently of their auditor, automate the process, monitor controls in real-time and provide automated policy & procedures generation that save time and reduce human errors. Armanino