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.

PrimeGlobal Logo 1  58a323e75614c

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...…

EisnerAmper w Pyramid 1  5b172f1eac1f7

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 ...

data_breach_526x337_1_.5413076bd885f

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 ...

 Client Accounting Services – What Is It, Really?

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 ...

Jim Boomer

1z0etwgKvv58PIPbOwZw CUHOK3J9QmAO 1  5b806aa06aa16

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.

advancement-of-technology1_10863322

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), ...

Roman Kepczyk

PAPProgram 1  5b6466b7c4549

August 21, 2018 

2018 Intuit Rate Survey Uncovers New Trends in Billing and More

Value pricing is based on the maximum amount a given client is willing to pay for a service, typically set before the work begins. Conversely, value billing is usually marking up – or more frequently marking down – the invoice to the client after the ...