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.
June 25, 2020
Accounting Firm RubinBrown Acquires K.C.-Based Wealth Management Advisors
Wealth Management Advisors has been serving clients as a registered investment advisory firm since 1993. Wealth Management Advisors currently serves over 300 clients and supervises approximately $470 million of assets under management.
June 23, 2020
Professionals on the Move
Professionals on the Move is a roundup of recent promotions and hires in the profession.
June 23, 2020
FreshBooks Joins Ingram Micro’s Cloud Marketplace
FreshBooks’ software is designed for businesses that sell their time and expertise, particularly marketing, digital and design consultancies, business advisory and legal firms, IT professionals, web developers, and trades & construction companies, to ...
June 18, 2020
New AI White Papers for CPAs Explore Evolving Role in the Audit
With Artificial Intelligence (AI) increasingly impacting business and auditors, Chartered Professional Accountants of Canada (CPA Canada) and the American Institute of CPAs (AICPA) have partnered to produce two new white papers on the topic.
June 18, 2020
Estate Planning in an Abnormal Time
While no one can predict how long the current environment will last, practitioners are in a unique situation to advise their clients on how they might take advantage of current gift and estate planning opportunities.
June 17, 2020
BDO Acquires Nevada Accounting Firm PBTK
BDO USA, LLP, one of the nation’s leading accounting and advisory firms, has acquired the firm of Piercy Bowler Taylor & Kern, CPAs (PBTK), which serves clients in Las Vegas, Reno and Salt Lake City. The arrangement is subject to customary closing conditions and is expected to be completed on July 1. The firm’s nine...…
June 15, 2020
7 Steps to Safely Reopening Your Firm’s Office During a Pandemic
This is complicated stuff. There are federal, state, and local regulations to consider. The health and well-being of your employees is your top concern, obviously, but you also have to consider the health of your clients, your team's access to protective equipment, and your own legal liabilities.
June 12, 2020
Advisory in the Age of Coronavirus
With clients scrambling to find the best way forward under immensely difficult circumstances, it’s important to do everything possible to help guide them through the process. Nobody has gone through anything like a pandemic before, so everyone is ...
June 12, 2020
Accounting Firms Prepare for the ‘New Normal’ with New Practice Areas
As we’re all aware, CFOs wear many different hats, and a CFO advisory practice reflects this variety. Tailored services include: executive guidance (strategic planning, financial planning, budgeting, modeling, forecasting and reporting); tax consulting; a
June 12, 2020
How to Implement an Effective Value Based Engagement System
If it were as easy as flipping a switch everyone would have done it already, and then I’d be writing about something way less interesting like the state of affairs with revenue recognition. But the transition to Value Based Engagements isn’t quite that...
June 11, 2020
Apps We Love June 2020: Apps for the New Normal
What can we expect post-pandemic? Are there apps you have discovered that are helping to define the New Normal? Are there apps that need to be created to help us continue to exist, socialize, get back to work?
June 9, 2020
FreshBooks Launches New Program for Accounting Professionals With a Vision For ‘Collaborative Accounting’
The FreshBooks Accounting Professionals Program focuses on bringing together modern accounting firms with small businesses. The program is inspired by a Collaborative Accounting approach, in which accounting professionals and ...