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.

 Bermuda Accounting Firm Joins BKR

November 18, 2018 

Bermuda Accounting Firm Joins BKR

AAL provides numerous bespoke advisory and financial solutions. The firm, which includes three partners, specializes in corporate services, trusts and estates, investment managers and advisors, alternative investment funds, family offices ...

 November 2018 Firm Management Channel

November 15, 2018 

November 2018 Firm Management Channel

5 Types of Clients CPA Firms Should Avoid By Cathy Whitley and Mark Walicki. Emily Ryan was a hard-working CPA who in the early days of her career began doing the tax work of an up-and-coming actor.* Over time this actor became a big star nationally but continued to stay connected with those who had...…

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November 15, 2018 

IRS Advisory Council Issues 2018 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 13, 2018 

Why and How Accountants Should “Think Blockchain”

For accountants, the two key important words in the above description are “ledger” and “technology”. Accountants have deeply understood ledgers for centuries. They have been leveraging technologies for decades. Therefore, Blockchain, is not a ...

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November 7, 2018 

Thomson Reuters Partners with Data Analytics

Emerging innovations such as data analytics, cloud-based technology, and web-based audit solutions are transforming financial audits. Thomson Reuters Enterprise Cloud Audit Suite, including its products such as Checkpoint Engage and AdvanceFlow,, ...

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November 6, 2018 

CLA Acquires Texas-Based Accounting Firm MWA

MWA is a team of highly motivated CPAs, business advisors, and accountants serving fast moving, growing, successful people. Through a focus on client service and the delivery of enhanced accounting and advisory services to the community in Dallas-Fort ...

 All Industries Vulnerable to Cyber Breaches

November 6, 2018 

All Industries Vulnerable to Cyber Breaches

Typically, cyber-fraud headlines focus on financial services, healthcare and retail industry victims. “No industry is immune,” said Tony Sardis, partner and president of Withum Insurance Advisors. “Cybercrime takes on many different forms, from ...