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.

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September 20, 2018 

Accounting Firm Moss Adams Acquires Cyber Risk Firm

Moss Adams, one of the largest accounting, consulting and wealth management firms in the nation, has agreed to combine with AsTech Consulting, a cyber risk management firm that specializes in application and network security, secure development and security training. Effective Nov. 1, 2018, the combination enhances the Moss Adams cybersecurity consulting practice, adding new capabilities in...…

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September 15, 2018 

Apps We Love – September 2018: Tax Organization

What are your favorite tools for getting and staying organized? As the autumn tax season is upon us, and spring tax season will be here soon (there’s always a tax season looming…), I checked in with some members of the CPA Practice Advisor community ...

Gail Perry

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September 13, 2018 

Tax Leaders Plan to Embrace Innovation to Cope with Reform

The study also found that while the vast majority of companies plan to add to their tax department’s headcount (75 percent), there is still pressure to keep costs down. Efforts to allocate resources to more strategic, value-added areas and balance ...

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September 12, 2018 

Sage Unveils Sage Intacct Budgeting and Planning for Small to Midsize Businesses

Sage (FTSE: SGE) today announced the launch of Sage Intacct Budgeting and Planning, stemming from its acquisition of Budgeta earlier this year. This powerful, yet easy to use, cloud-based financial budgeting and planning solution – deployable in a few days – provides a collaborative environment that streamlines and improves the planning process. Sage Intacct customers...…

 September 2018 Small Business Channel

September 10, 2018 

September 2018 Small Business Channel

 3 Steps to Developing Your Next BIG Idea  By Steve Dusablon, CEO cPaperless   As much as we’d like to believe it, great ideas don’t typically appear out of thin air. More often than not, the best innovations come from immersing ourselves in our work and becoming as familiar with it as possible. Of course,...…

 September 2018 Firm Management Channel

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...…