Advisory

The CPA’s Guide to Spend Control Advisory

Risk Management April 1, 2026 

The CPA’s Guide to Spend Control Advisory

Your mid-market clients are approving invoices over email, buying without purchase orders, and closing books manually every month. These aren’t just inefficiencies — they’re audit risks, and most CPAs only discover them after the damage is done.

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