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

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March 31, 2020 

Do You Have a Clear Education Vision?

Are you thinking about improving your effectiveness or efficiency? Education helps you with the big picture, and training enables you to do something better. Both proactive education and reactive training serve a purpose.

Randy Johnston

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March 30, 2020 

Stimulus Gives Small Businesses Multiple Options

Worried about how to steer your firm, your business or your clients' small businesses out of the COVID-19 crisis? One of the savviest moves a small business owner can make right away is be among the first to leverage the Coronavirus Act, Relief, and ...

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March 25, 2020 

Avii Opens Unified Cloud Platform for Free to Accounting Firms

Avii (www.avii.com) is providing the Avii Workspace unified firm cloud platform for tax, audit, advisory, compliance and management consulting firms at no cost in its full version for up to 25 internal firm users with up to 1GB of data storage and ...

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March 23, 2020 

4 Ways to Practice Entrepreneurial Perseverance

Perseverance is a skill that anyone can learn to thrive through life’s curves. When adversity strikes, it’s not what happens to you but how you respond to what happens to you that has the greatest impact on your life. Here are four specific actions ...

Sandi Smith Leyva

 Baker Tilly Acquires Wisconsin Data Analytics Firm Talavant

March 12, 2020 

Baker Tilly Acquires Wisconsin Data Analytics Firm Talavant

Talavant excels in helping organizations leverage data as a competitive asset, a service that builds upon Baker Tilly Digital, a suite of data analytic and advanced technology capabilities that help companies navigate the complexities of digital ...

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March 10, 2020 

The Finance Organization is Changing … Are You?

The role of finance continues to evolve into strategic business advisors As business becomes more complex, immediate access to accurate and comprehensive data becomes critical. The Accounting and Finance (A&F) organization manages and analyzes more data than any other department. Therefore, A&F is in a unique position serve as a strategic advisor to business leaders...…

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March 10, 2020 

Tax and Tax Audit Services Need More Automation

Research data for the Big 4 firms shows Audit and Advisory being the biggest source of revenue for three of the big firms. (The one exception, Deloitte, is remarkably strong in Advisory Services, making it the single largest earner ...