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.
September 10, 2018
September 2018 Firm Management Channel
Building a World-Class Marketing Culture in Your Firm – Part II This article continues the series on creating a world-class marketing culture in your firm. In Part 1, we explored the definition of marketing and its centrality in the life of a firm. In Part 2, we examine the firm’s brand—what it is, what it...…
September 10, 2018
The Value of Big Data in an Accounting Firm
Big data has become a buzzword in the accounting profession, but like other trending topics such as blockchain, AI and machine learning, it’s one that CPAs really need to understand.
September 7, 2018
Oregon Accounting Firm Jones & Roth Joins PrimeGlobal
The Oregon accounting firm Jones & Roth has joined PrimeGlobal‘s North America region. Founded on a commitment to make a positive impact in the lives of their clients, employees, and the community, Jones & Roth is recognized as one of Oregon’s most trusted CPA firms. Jones & Roth services span the areas of tax, audit...…
September 5, 2018
EisnerAmper Joins Accounting Blockchain Coalition
The ABC is dedicated to educating businesses and organizations on accounting matters relevant to digital assets and distributed ledger technology, including blockchain. As an ABC member, EisnerAmper will collaborate with other industry leaders to ...
September 3, 2018
IRS Reminds Tax Pros of Data Security Requirements
Although the IRS and its Security Summit partners are making progress against tax-related identity theft, cybercriminals continue to evolve, and data thefts at tax professionals’ offices are on the rise. Thieves use stolen data from tax practitioners ...
September 1, 2018
Client Accounting Services – What Is It, Really?
Leaders in CPA firms across the country agree that Client Accounting Services (CAS) is an emerging, growing and profitable opportunity. In fact, it is one of the fastest growing new revenue segments of many Top 100 Firms, but it is relevant and ...
August 28, 2018
Mass. Society of CPAs Announces First Early College Academy for Future Accountants
The Massachusetts Society of CPAs (MSCPA) is launching a new early college academy focused on accounting at Haverhill High School today that will allow high school students to earn up to 12 college credits through the University of Massachusetts—L...
August 27, 2018
CPA Practice Advisor Announces the “40 Under 40” and “20 Under 40” for 2018
Each year, CPA Practice Advisor recognizes professionals who are under 40, and are emerging as the future leaders in the profession, or those leading the development of technology that serves the profession.
August 24, 2018
San Francisco CPA Firm Gives Back to Community
The SF-Marin Food Bank feeds 225,000 people each year. Thirty-thousand families receive healthy groceries at more than 260 pantries in the Bay Area. SD Mayer & Associates staff will sort produce and pack boxes that will be delivered to local pantries.
August 22, 2018
Building a World-Class Marketing Culture in Your Firm – Part II
This article continues the series on creating a world-class marketing culture in your firm. In Part 1, we explored the definition of marketing and its centrality in the life of a firm. In Part 2, we examine the firm’s brand—what it is, what it means ...
August 21, 2018
XBRL Costs for Small Companies Have Declined 45%, According to AICPA Study
Since 2009, public companies have been required by the U.S. Securities and Exchange Commission (SEC) to report their financials in XBRL format, and to assist in automating regulatory filings and business information processing which makes it easier for...
August 21, 2018
APIs and RPA Tools Automate Client Services
Whether it is capturing data from credit card receipts, reconciling bank statements, reimbursing expense reports, or automatically updating IRS tax statuses, these tools utilize a combination of machine learning, Optical Character Recognition (OCR), ...