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.

freshbooks logo

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 ...

wealth Pixabay User qimono puzzle-2500328_1920

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.

Jason Uetrecht

BDO

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...…

Covid 19

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 ...

Amy Vetter