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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July 24, 2019 

ADP Accountant Connect – 2019 Innovation Award Finalist

ADP’s Accountant Connect continues to evolve from input from our advisors, industry leaders and workplace innovations. A free cloud-based, mobile-friendly platform, it connects accountants to their ADP clients’ payroll data, industry-leading practice management tools and tax resources, industry market research reports and more. In the fall of 2018, ADP greatly enhanced Accountant Connect by adding...…

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July 24, 2019 

QuickBooks Online Advanced – 2019 Innovation Award Nominee

QuickBooks Online Advanced – cloud-based offering for fast-growing businesses and accountants that serve them. QBOAV delivers deeper insights and increases productivity as business grows. By joining AI with an online ecosystem of applications, including enterprise level apps, QBOAV enables business owners and accountants to customize workflows and serves insights for better decision making. QBOAV includes...…

paychex

July 24, 2019 

Paychex AccountantHQ – 2019 Innovation Award Nominee

Paychex AccountantHQ is an innovative technology and service offering designed to deliver greater accountant efficiency for payroll and HR management – revolutionizing the way accountants serve their clients and serving as a powerful driver in client advisory services. AccountantHQ provides accountants with unparalleled access to authorized client data, robust reporting capabilities, real-time data integration, key...…

 Professionals on the Move – July 2019

July 22, 2019 

Professionals on the Move – July 2019

Kenneth Laks of AVZ CPAs Named to Americas Board of BKR International BKR International, a top global accounting association representing more than 160 independent accounting and advisory firms recently announced that Kenneth B. Laks, CPA, MST was appointed to the Americas Board for three two-year terms. Laks is currently a partner at Albrecht, Viggiano, Zureck...…

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July 16, 2019 

Leveraging the Four Cs to Automation and Advisory

When we ask practitioners why they continue to focus their efforts on transactional and compliance services, we find that most feel they don’t feel comfortable providing performance- and strategic-based advisory services because their experience and ...

Jim Boomer

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July 15, 2019 

U.S. CEOs Have Confidence in Growth Over Next 3 Years

The CEOs of U.S. companies say they are highly confident in the growth prospects of the domestic and global economies over the next three years, as they look to grow their businesses while facing unparalleled disruption and change.

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July 12, 2019 

Professionals on the Move: July 2019

EisnerAmper LLP, one of the largest professional services firms in the world, recently announced that Natalie McVeigh has joined the firm as a director in its Center for Family Business Excellence. She will specialize in working with high-net-worth ...

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July 12, 2019 

Transform Your Thinking on Serving the Construction Industry

Accountants in the construction industry often approach me and ask for tips and tricks pertaining to working for this challenging industry. TIP 1: Be sure that you are aware of the differences between types of construction companies and the greatly varying compliance and analysis needs that can exist among them. Start by clarifying the type...…

Tonya Schulte