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.

payroll

October 14, 2019 

Do Your Best Payroll

In the gig economy, how important is payroll? Just as much as ever! While many firms make the majority of their profits from compliance work in tax and audit, the firms providing Client Advisory Services (CAS) have discovered that payroll can be a ...

Randy Johnston

 Tax Advice for Business Clients Closing Out 2019

October 8, 2019 

Tax Advice for Business Clients Closing Out 2019

As 2019 comes to a close, many tax professionals are already providing their small business clients with tax planning advice for tax year 2019, in addition to tax compliance services. Tax reform presents a good opportunity for all practitioners to ...

Mike D'Avolio

pros on move

October 4, 2019 

Professionals on the Move

Professionals on the Move is a roundup of recent accounting firm leadership and staffing announcements.