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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December 4, 2019 

RSM Acquires D.C. Accounting Firm Tate & Tryon

The transaction deepens RSM’s focus on serving the nonprofit industry—particularly professional, trade and membership associations and charitable organizations—and expands the firm’s presence in the Washington, D.C. metro area, adding 11 partners, two ...

Marcum

December 2, 2019 

Marcum Acquires Accounting Firm Skoda Minotti

The addition of Skoda Minotti’s talent, industry expertise, breadth of services, and sophistication in delivery will provide Marcum’s clients additional geographic reach, a wider range of expertise, service offerings, and improved client experience.

 Avii SaaS Tax Platform Adds Integration with XCM

November 22, 2019 

Avii SaaS Tax Platform Adds Integration with XCM

Avii, provider of the Avii Workspace unified SaaS platform for tax, audit, advisory, compliance and management consulting firms, now with the XCM productivity enablement and workflow platform.

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November 22, 2019 

DHG Acquires Virginia Accounting Firm RyanSharkey

Dixon Hughes Goodman LLP (DHG), a U.S. top 20 public accounting and advisory firm, has acquired the accounting firm of RyanSharkey of Vienna, Virginia, effective December 1, 2019. RyanSharkey’s 50-person team adds strength to DHG’s assurance, tax and ...

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November 21, 2019 

CPA.com Announces Winner of 2019 Innovative Practitioner Award

Javier Goldin, CPA, an early champion of virtual CFO/controller services, has been named the 2019 recipient of CPA.com’s Innovative Practitioner Award, which recognizes innovation in process, services or technology implementation in public accounting.

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November 21, 2019 

IRS Advisory Council Issues 2019 Annual Report

The IRSAC is a federal advisory committee that provides an organized public forum for discussion of relevant tax administration issues between IRS officials and representatives of the public. IRSAC members offer constructive observations regarding ...

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November 21, 2019 

Accounting Firm Partners with Cannabis Seed-to-Sale Platform

Armanino LLP, one of the 25 largest accounting and business consulting firms in the U.S., has partnered with leading seed-to-sale cannabis management software platform LeafLogix by offering integration packs with leading enterprise resource planning ...

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November 18, 2019 

3 Small Steps Toward Transformation

The CPA profession is undergoing a significant disruption which will change the way partners and staff work and the services firms provide. It’s an exciting time for all of us, yet even as firm leaders want to take the next steps in their firms’ ...

Jim Boomer