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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January 22, 2019 

Grant Thornton Launches LeaseCom Analytics

To help public and private companies adjust to FASB’s new lease accounting standard, Grant Thornton LLP has introduced a web-based application called LeaseCom Analytics (LCA). LCA combines advanced analytics and machine learning to automate the ...

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January 22, 2019 

Professionals on the Move: Jan. 2019

The accounting firm of Nathan Weschler & Company has recently announced the appointment of Ashley E. Major CPA to the Reaching Higher New Hampshire (NH) Board of Directors. Major has been a member of Nathan Weschler & Company since 2010 ...

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January 22, 2019 

Baker Tilly Acquires Dallas Accounting Firm MCG

MCG’s functional specialization in assurance, tax services, sales and use tax, and consulting services complements Baker Tilly’s industry specialization – especially in manufacturing and distribution, private equity, healthcare, real estate and ...

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January 17, 2019 

12 Questions to Ask Your Clients this Tax Season

Another tax season is here and many of you are bracing for the 60+ hour work weeks. Your focus is on preparing financial statements, tax returns, and delivering them to your clients. Keeping your head down and getting it done!

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January 14, 2019 

Cherry Bekaert LLP Acquires Austin Accounting Firm

Cherry Bekaert has expertise in the core industry sectors of technology, life and health sciences, advanced manufacturing, distribution, real estate and private equity, all of which are key economic drivers in the Austin community. Austin’s thriving ...

 Hitachi Solutions Acquires Capax Global, LLC

January 14, 2019 

Hitachi Solutions Acquires Capax Global, LLC

The companies share many synergies — including a deep commitment to achieving customer excellence, a close cultural alignment, and a strong strategic partnership with Microsoft.

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January 12, 2019 

Umbaugh and Springsted Join Baker Tilly

Umbaugh is the largest CPA firm in the U.S. that focuses solely on financial management, capital planning, bond issuance and post issuance advising and consulting for municipalities, utilities, schools, libraries, counties and townships.

 RSM Joins Sheltered Harbor’s Alliance Partner Community

January 9, 2019 

RSM Joins Sheltered Harbor’s Alliance Partner Community

The audit, tax and consulting services firm RSM US LLP has joined the Sheltered Harbor alliance partner community in both an assurance and advisory capacity. A not-for-profit subsidiary of Financial Services Information Sharing and Analysis Center (FS-ISAC), Sheltered Harbor is the industry standard for protecting and recovering customer account data in the event that a...…

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January 8, 2019 

Kathleen Zwickert Joins Avalara Board of Directors

Zwickert was formerly Chief People Officer at NetSuite (now Oracle NetSuite), a provider of cloud-based applications, where she transformed the company’s Human Resources function through technological innovations. Prior to NetSuite, Zwickert was EVP ...

 Accounting Predictions for 2019

January 1, 2019 

Accounting Predictions for 2019

December has come again, and it’s time to predict the big stories for 2019. Here are the seven trends I think will have transformational impact on practitioners and their firms in the coming year:

Brian Tankersley