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.
December 21, 2018
CCH Axcess Adds Integration with Xero Partner for Business Tax Prep, Trial Balance
The integration is generating excitement from professionals. Donna Bordeaux of Calculated Moves, PC shares, “We are excited about the new integration, in North America, between Wolters Kluwer and Xero. We will no longer have to spend time diagnosing ...
December 18, 2018
Friedman Launches Practice Focused on Qualified Opportunity Zones
Leading the new practice group will be Partner Steven Bokiess, CPA. He brings more than 20 years of experience advising prominent real estate organizations involved in a wide range of properties, as well as extensive expertise in the financial arena.
December 17, 2018
blumshapiro Elects Brooke Simpson as Partner
With over 15 years of tax planning experience, Simpson has provided sound strategic planning for both U.S. and multi-national corporations. She has worked as an International Tax Director at PricewaterhouseCoopers LLP in Boston since 2004, and since ...
December 17, 2018
What Small Businesses Want From Accountants and Advisors
Small businesses want help from accountants on strategic planning and financial forecasting. This word cloud represents a summary of popular responses from small businesses when we asked them this question:
December 17, 2018
December 2018 Firm Management Channel
Why Most Firms Don’t Make It to the Second Generation By Marc Rosenberg, CPA The short answer is that CPA firms stink at succession planning. Firms’ entire operations are geared to maximizing short-term profits, focusing on today at the expense of tomorrow. Evidence of this is the following: A 60 year-old sole practitioner wants to...…
December 11, 2018
Accounting Firm Sikich Acquires Knutte & Associates
The accounting and professional services firm Sikich has acquired the practice of Knutte & Associates, a Darien, Illinois-based audit, accounting and tax firm.
December 10, 2018
Why and How: Emerging Technology Strategies
We’ve been through a year together learning about Emerging Technologies. While there will always be new technology, we are not likely to go through a period of time again anytime soon where the algorithms are changing so rapidly and the new ...
December 7, 2018
Trust and Business Insight are More Critical than Ever in the Digital Age, CPA.com CEO Says
Technology is transforming all major practice areas within the accounting profession, and CPAs will increasingly adopt a more strategic role in delivering trusted information and insights, the chief executive of CPA.com said.
December 5, 2018
RIVIO Builds New Opportunities Beyond Private Company Financial Statements
With the number of public companies declining sharply since the 1990s and more than $1.8 trillion in private capital raised in 2017, the marketplace is embracing RIVIO as a means to create transparency and trust in key financial data.
November 28, 2018
Paychex to Acquire PEO Firm Oasis
The acquisition will significantly advance Paychex's leadership position in HR outsourcing, leveraging the scope of the company's technology platform and providing new clients access to Paychex's innovative products and technology-enabled services.
November 27, 2018
CAQ Issues Request for Auditing-Related Academic Research Proposals
The Center for Audit Quality (CAQ) has issued its 11th annual request for proposals to fund independent academic research on projects of interest to the auditing profession. To date, the CAQ has funded 39 academic research projects under the ...
November 27, 2018
Rootworks Helps CPA Firms Offer Business Advisor Services to Clients
Business Foundation Services represent an advisory engagement that provides a firm’s clients with the basics of a new business launch—from entity type and retirement plan selection to accounting software setup and training.